Excel Accountant: Interactive Spreadsheets

4.7 (6)

David Ringstrom

Excel Accountant

Friday, December 11, 2020 | 10:00 AM EDT

  • CPA Canada
  • CMA
  • CPA
  • Tax Preparer
  • SHRM

2 Credits

$20

Subject Area

Computer Software and Applications

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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
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bank Managers
  • Bookkeeper
  • Business Owner
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Finance Director
  • Finance Pros
  • Personal Financial Specialist
  • Qualified Associate Financial Planner
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • VP Finance
  • Young CPA

Testimonial

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(
    [no_of_record] => 6
    [average] => 4.6667
)
 

4.7

(6)
67%
33%
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

TD

Great presentation materials