Building Interactive Spreadsheets in Excel (Currently Unavailable)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

Excel tables can be intimidating, especially for users who are unfamiliar with the interface. In this course, you'll learn how to create interactive forms that utilize Data Validation, Form Controls, and ActiveX controls to protect data and formulas while making documents more intuitive for data entry users.

Publication Date: July 2018

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

Topics Covered

  • Using the ComboBox form control to create a searchable drop-down list.
  • Creating an in-cell list by way of Excel's Data Validation feature.
  • Minimizing ongoing spreadsheet maintenance with Excel's Table feature.
  • Unlocking all data validation cells at once within a worksheet as opposed to tracking cells individually.
  • Streamlining data entry in Excel with the CheckBox form control.
  • Creating an in-cell list by way of Excel's Data Validation feature.
  • Preserving key formulas using hide and protect features.
  • Restricting users to enter times within a given time window.
  • Contrasting Form Controls in Excel versus ActiveX Controls.
  • 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.
  • Viewing properties that can be set for specific form controls; for example, whether the object should be printed or not.

Learning Objectives

  • Recall the arguments for Excel's INDEX function.
  • Recall what the linked cell for a checkbox displays when a user clicks the checkbox on.
  • State which Go To Special option allows you to select all form controls on a worksheet at once.

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Experience with Excel Spreadsheets

Advance Preparation
None

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