Excel Explained: Creating Interactive Spreadsheets

When you attend this live presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly. He demonstrates 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.

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.

Covered Topics

  • Limiting users to a single choice by way of Excel’s OptionButton form control.
  • Minimizing ongoing spreadsheet maintenance with Excel’s Table feature.
  • Enabling the hidden Developer menu in Excel to access additional functionality.
  • Contrasting Form Controls in Excel versus ActiveX Controls.
  • Using the ComboBox form control to create a searchable drop-down list.
  • Avoiding the need to merge cells—use the Text Box feature for paragraphs of text instead.
  • Using the Selection Pane feature to hide or display objects on a slide.
  • Segregating related option buttons with the Group Box form control.
  • Using form controls to simplify data entry as well as to control the input of other users. 
  • Allowing users to make multiple choices by way of the ListBox form control.
  • Crafting data validation lists that are contingent on selections from a preceding list.
  • Contrasting Form Controls in Excel versus ActiveX Controls.

Who Should Attend?

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