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 Microsoft 365 (formerly 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.

Microsoft 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

  • Allowing users to make multiple choices by way of the ListBox form control.
  • Avoiding the need to merge cells—use the Text Box feature for paragraphs of text instead.
  • Contrasting data validation–based lists versus form control–based lists.
  • Contrasting Form Controls in Excel versus ActiveX Controls.
  • Crafting data validation lists that are contingent on selections from a preceding list.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Creating an input rule that requires names to be entered in a last-name, first-name format.
  • Discovering the array of form controls available within Excel.
  • Enabling the hidden Developer menu in Excel to access additional functionality.
  • Identifying data validation overrides by way of the Circle Invalid Data command.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Limiting the number of characters a user can enter in a worksheet cell.

Who Should Attend?

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