- Format:Webinar
- Education Type:BCU Webinars
- Line of Authority:N/A
- Language:N/A
- Credit Hours:N/A
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
