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Excel Accountant: Interactive Spreadsheets

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Before starting this self study program, please go through the instructional document.

Overview

  • Data Validation/Text Box Features
    3 mins
  • Data Validation – Whole Number
    5 mins
  • Data Validation - Decimal
    14 mins
  • Data Validation - Drop-Down List (Cell-based)
    30 mins
  • Slicers with Tables (Excel 2013+)
    44 mins
  • Data Validation - Drop-Down List (Manual)
    47 mins
  • Data Validation - Dependent Lists
    52 mins
  • Unlocking Data Validation Cells
    54 mins
  • Identify Data Validation Overrides
    62 mins
  • Enabling the Developer menu
    72 mins
  • Format Control – Properties Tab
    79 mins
  • ActiveX Control – Spin Button
    95 mins

Course Description

Learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly in this on-demand webcast. He explains how to use a variety of Excel’s form controls and features to control the data input of other users, simplify data entry, preserve key formulas, minimize spreadsheet maintenance, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who Would Be Interest in This Course:

Practitioners who want to learn how to create user-friendly, interactive spreadsheets. 

Topics Covered:

  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Unlocking all data validation cells at once within a worksheet as opposed to tracking cells individually.
  • Using the ComboBox form control to create a searchable drop-down list.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Tweaking the Data Validation settings for a given range of cells.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Viewing properties that can be set for specific form controls; for example, whether the object should be printed or not.
  • Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
  • Specifying a range of whole numbers a user can enter in a worksheet cell.
  • Limiting users to a single choice by way of Excel’s OptionButton form control.

Learning Objectives

  • To state which Go To Special option allows you to select all form controls on a worksheet at once.
  • To recall what the linked cell for a checkbox displays when a user clicks the checkbox on.
  • To identify the feature that offers the most efficient means of storing a paragraph or more of text in a worksheet.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.8

(4)
75%
25%
0%
0%
0%

MB

Great knowledge learned from this course.

RD

the course was informative and I be using many of the methods discussed and demonstrated

JH

Excellent instructor