You’ll learn from Excel expert David Ringstrom, CPA, how to implement a variety of techniques to create spreadsheets that are interactive, accurate, and user friendly. In this presentation, David shows you how to use 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 Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.
- Identify how to create spreadsheets that are interactive, accurate, and user friendly
- Apply Excel’s Table feature to minimize spreadsheet maintenance
- Define how to convert Excel 97-2003 files to modern workbook formats
Areas Covered in the Session :
- Minimizing ongoing spreadsheet maintenance with Excel’s Table feature.
- Using form controls to simplify data entry as well as to control the input of other users.
- Using Excel’s Go to Special feature to easily select form controls you wish to remove en masse.
- Preserving key formulas using hide and protect features.
- Creating an input rule that requires names to be entered in a last-name, first-name format.
- Limiting the number of characters, a user can enter in a worksheet cell.
- Specifying a range of whole numbers, a user can enter in a worksheet cell.
- Streamlining data entry in Excel with the CheckBox form control.
- Limiting users to a single choice by way of Excel’s OptionButton form control.
- Avoiding merging cells—use the Text Box feature for paragraphs of text instead.
- Learning how the Table feature allows you to transform filtering tasks.
- Using the ComboBox form control to create a searchable drop-down list
Who Should Attend:
- Excel Users
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Government Personnel
- Every Practitioner who wish to learn how to create error-free Excel spreadsheets