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 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.

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.
  • Contrasting Form Controls in Excel versus ActiveX Controls.
  • 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
  • Identify which Go To Special option allows you to select all form controls on a worksheet at once.
  • Recognize what the linked cell for a checkbox displays when a user clicks the checkbox on.
  • Identify the feature that offers the most efficient means of storing a paragraph or more of text in a worksheet.
Last updated/reviewed: August 16, 2023
4 Reviews (14 ratings)


Member's Profile
Lots of information in this course and it felt a little rushed, but I love the step-by-step instructions for everything he demonstrates.

Anonymous Author
Another great course from Ringstrom. It was very thorough and good supporting material for reference and hands-on training.

Anonymous Author
Good guidance on how to select and add interactive features to Excel workbooks, and how to edit them afterwards.

Anonymous Author
Content was fine but his frequent typo during the lecture was distracting.

Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course. Experience with Excel is helpful.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Introduction to Interactive Spreadsheets 10:57
  Correcting Data Validation Settings14:27
  Data Validation - Time10:11
  Using Table Feature for Self-Expanding Lists11:02
  Undoing the Table Feature9:29
  Data Validation - Last Name, First Name10:21
  Removing Data Validation11:09
  INDEX Converts Cell Link to Words7:56
  Form Control - Option Button9:22
  ActiveX Controls9:08
  Excel Efficiency: Interactive Spreadsheets1:44:01
  Slides: Excel Efficiency: Interactive SpreadsheetsPDF
  Excel Efficiency: Interactive Spreadsheets Glossary/IndexPDF
  Workbook: Excel Efficiency: Interactive SpreadsheetsXLSX