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Course Description

Learn from Excel expert David Ringstrom, CPA, how to implement multiple techniques to create spreadsheets that are interactive, accurate, and user friendly in this on-demand webcast. He explains 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.

Who Would Be Interest in This Course:

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

Topics Covered:

Creating an in-cell list by way of Excel’s Data Validation feature.
Unlocking all data validation cells at once within a worksheet as opposed to tracking cells individually.
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.
Tweaking the Data Validation settings for a given range of cells.
Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
Viewing properties that can be set for specific form controls; for example, whether the object should be printed or not.
Streamlining filtering of lists in Excel 2013 and later by using the Slicer feature with tables.
Specifying a range of whole numbers a user can enter in a worksheet cell.
Limiting users to a single choice by way of Excel’s OptionButton form control.

Key Takeaways

State which Go To Special option allows you to select all form controls on a worksheet at once.
Recall what the linked cell for a checkbox displays when a user clicks the checkbox on.
Identify the feature that offers the most efficient means of storing a paragraph or more of text in a worksheet.

Suitable For

Tax Attorney
Tax Practitioners
Accountant
CPA - Small Firm
CPA - Mid Size Firm
CPA (Industry)
Tax Firm
Young CPA
CPA in Business
Entrepreneurial CPA
Tax Accountant (Industry)
Tax Director (Industry)
Senior Accountant
Entrepreneurial Accountant
Tax Managers
Tax Preparer
Staff of Accounting Firm
CPA & CPA staff at all levels
Certified Fraud Examiner
Payroll Compliance Practitioner
Certified Payroll Manager
Certified Senior Advisor
Certified Financial Planner
Certified Professional Bookkeeper
Certified Valuation Analyst
Certified Information Technology Professionals
Certified Financial Forensics

Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs
2 CPD credit of Canadian CPAs

FAQ

Excel Accountant Courses are online.
The self-study webinar format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

Excel Accountant division of MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

David Ringstrom, CPAChartered Professional Accoutants

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and m

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

ore. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

4.4

Average Rating

60%

24%

16%

Andrea Garvin Sep 6th, 2024

good

Mackenzie Studebaker Jul 31st, 2024

I always learn something new during David's courses. This time, it was the Dependent lists feature. As he explained it, I actually said, "So Cool!" out loud!

Thomas Holloway Dec 14th, 2022

Well-presented. It moved very quickly though.

Cindy Tirado , CPA Aug 26th, 2022

Very useful information, thank you!

Lisa Andrews Jan 5th, 2022

Very detailed and very useful for cases where users are going to be using a spreadsheet and you want to make things as easy and accurate and risk free as possible. Great class!

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Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.4

Andrea Garvin Sep 6th, 2024

Mackenzie Studebaker Jul 31st, 2024

Thomas Holloway Dec 14th, 2022

Cindy Tirado , CPA Aug 26th, 2022

Lisa Andrews Jan 5th, 2022

Details

Popular Category

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Introduction to Pivot Tables in Excel

Developing Interactive Spreadsheets in Excel

SIGN UP to view the video

Course Description

Key Takeaways

Suitable For

Qualifies For

FAQ

Refund/Cancellation Policy

NASBA Approved MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

David Ringstrom, CPAChartered Professional Accoutants

Comments

4.4

Andrea Garvin Sep 6th, 2024

Mackenzie Studebaker Jul 31st, 2024

Thomas Holloway Dec 14th, 2022

Cindy Tirado , CPA Aug 26th, 2022

Lisa Andrews Jan 5th, 2022

Details

Popular Category

Excel Courses

Building Resilient Budget Spreadsheets

Minimizing Errors within Excel Spreadsheets

Automating Excel-based Financial Statements

Introduction to Excel Macros Part 1

Introduction to Excel Macros Part 2

Introduction to Pivot Tables in Excel

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