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CFT
Webinars are purely educational. Instructors are not permitted to sell any
products or services during the presentation.
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.
Office
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:
- Creating an input rule that requires names to be
entered in a last-name, first-name format.
- Specifying a range of whole numbers that a user can
enter in a worksheet cell.
- Streamlining data entry in Excel with the CheckBox
form control.
- Minimizing ongoing spreadsheet maintenance with
Excel’s Table feature.
- Preserving key formulas using hide and protect
features.
- Restricting users to only enter dates within a
given range, or before/after a given date.
- Limiting users to a single choice by way of Excel’s
OptionButton form control.
- Limiting the number of characters that a user can
enter in a worksheet cell.
- Discovering how to enable the Developer menu.
- Learning how the Table feature allows you to
transform filtering tasks.
- Avoiding merging cells—use the Text Box feature for
paragraphs of text instead.
- Using Excel’s Go to Special feature to easily
select form controls you wish to remove en masse.
Who
Should Attend?:
Practitioners
who want to learn how to create user-friendly, interactive spreadsheets. Please forward email to appropriate
person(s).
Instructor:
David
Ringstrom , CPA, is an author
and nationally recognized instructor who teaches scores of webinars each
year. His Excel courses are based on over 25 years of consulting and
teaching experience. David’s mantra is “Either you work Excel, or it works
you,” so he focuses on what he sees users don’t, but should, know about
Microsoft Excel. His goal is to empower you to use Excel more effectively.
To learn more about David, you can view his LinkedIn profile and follow him
on Facebook or Twitter (@excelwriter).
What
Is A Webinar?:
A
webinar combines the clarity of an audio teleconference with the
interactivity and visual presentation of the internet. All you need to
participate is a telephone and an internet connection. Even if you don't
have an internet connection, you can still participate in the audio session.
Listening to the program over the telephone and following the written
materials is an effective alternative!
Unable
To Attend?:
No
problem. You can purchase a recording of the webinar for future use. You
can choose from either an On-Demand Web Link (Good for 6 months from the
webinar date, unlimited use) or a CD-ROM (includes a paper copy of the
PowerPoint slides).
Viewing
Options (all options include applicable handouts):
All
options include applicable handouts. You can choose to pay by credit card
or be billed. Additional Live Webinar connections are $75 each.
Option 1: Live
Webinar and 7 Days OnDemand Video Playback - $265
Option 2:
OnDemand Video (six months access) - $295
Option 3: Live
and 6 Months of OnDemand Video - $365
Option 4: CD-ROM
Video (Includes OnDemand Video) - $345
Option 5: Entire
Package (all of the above) - $395
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