Loading...

Excel Explained: Creating Interactive Spreadsheets

This session covers practical tools for controlling user input and improving worksheet functionality, including Data Validation management, combo boxes, checkboxes, and enhancing drop-down lists with clear prompts and error messages.

You’ll also explore filtering with Slicers and PivotTable filters, converting ranges to Tables, summarizing data with PivotTables, enabling the Developer tab for advanced tools, and creating helpful navigation links and mailto hyperlinks within Excel.

Upcoming
Beginner Friendly
DATE

Wednesday, June 3, 2026
11:00 am - 1:00 pm

INSTRUCTOR

David Ringstrom

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Accounting/Reporting
  • Computer Skills
  • Deposit
  • Human Resources
  • Information Technology/Security
  • Lending
  • Reporting
  • Sales
  • Technology/Security
  • Branch Manager
  • Commercial Lender
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • IT Professional
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • Private Banker
  • Risk Manager
  • Senior Management
  • Small Business Lender
  • Training Manager
  • Trainer

Save on annual training costs with our Webinar Subscription Service and share webinars across your entire organization.

Become a subscriber

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

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.

In his webinars, David demonstrates every technique twice: first on a PowerPoint slide with numbered steps, and then live in Excel for Microsoft 365 for Windows. He highlights any differences in Excel 2024, 2021, or 2019 during the presentation and in his detailed handouts.

Attendees also receive an Excel workbook containing most of the examples he uses, making it easy to follow along and apply the techniques later. David additionally supports Excel for Mac users by answering their follow-up questions via email.

What You'll Learn

In this session, you’ll gain practical Excel skills to improve data accuracy, efficiency, and usability.

Topics include:

  • Managing and removing Data Validation rules, including enhancing drop‑down lists with custom input and error messages
  • Enabling advanced Excel tools by activating the Developer tab and using Form Controls such as combo boxes and checkboxes
  • Filtering data efficiently using Table Slicers and PivotTable filters
  • Converting data ranges into Tables and summarizing results using the Total Row
  • Creating PivotTables quickly by assigning fields to Rows and Values
  • Enhancing workbook usability with worksheet navigation tools and mailto hyperlinks

Who Should Attend

Banking professionals who use Excel for reporting, analysis, reconciliations, loan tracking, or operational decision‑making and want to work more efficiently, accurately, and confidently with their data.
David Ringstrom

Instructor Bio

David H. Ringstrom, CPA, has more than 30 years of experience as a spreadsheet and accounting software consultant, educator, and speaker. He has presented more than 2,500 live webinars to professionals nationwide.


David is the author or co‑author of ten books, including Microsoft 365 Excel For Dummies, Exploring Microsoft Excel’s Hidden Treasures, QuickBooks Online For Dummies, and Idiot’s Guide to Introductory Accounting.


 


 

Print this page