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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: November 12, 2019

3 Reviews (7 ratings)Reviews

5
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.
5
Anonymous Author
Good guidance on how to select and add interactive features to Excel workbooks, and how to edit them afterwards.
4
Anonymous Author
Content was fine but his frequent typo during the lecture was distracting.

Prerequisites

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  10:57Introduction to Interactive Spreadsheets
  14:27Correcting Data Validation Settings
  10:11Data Validation - Time
  11:02Using Table Feature for Self-Expanding Lists
  9:29Undoing the Table Feature
  10:21Data Validation - Last Name, First Name
  11:09Removing Data Validation
  7:56INDEX Converts Cell Link to Words
  9:22Form Control - Option Button
  9:08ActiveX Controls
CONTINUOUS PLAY
  1:44:01Excel Efficiency: Interactive Spreadsheets
SUPPORTING MATERIALS
  PDFSlides: Excel Efficiency: Interactive Spreadsheets
  PDFExcel Efficiency: Interactive Spreadsheets Glossary/Index
  XLSXWorkbook: Excel Efficiency: Interactive Spreadsheets
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM