Transform static workbooks into dynamic, user-friendly tools that streamline navigation, control inputs, and maximize efficiency.
Transform static grids into dynamic, user-friendly tools with the course Creating Interactive Excel Spreadsheets. Presented by Excel expert David Ringstrom, CPA, this course is designed to help you eliminate the grind of sifting through endless seas of data. You will move beyond basic scroll bars and learn how to build spreadsheets that are not only functional but highly interactive, allowing for efficient navigation and data analysis.
The training begins by addressing common navigation frustrations. You will discover how to manage large workbooks effectively using the Navigation Panel—a feature that provides a bird's-eye view of your data—and how to utilize hyperlinks to jump instantly between worksheet sections. The course then transitions into organizing data with Excel Tables and Slicers, enabling you to filter information visually and protect hidden rows. You will also dive deep into Pivot Tables, learning to create them from tables to ensure data integrity, add report filters, and expand or collapse fields to drill down into anomalies.
Beyond navigation and analysis, you will learn to control and guide user inputs. This course covers essential Data Validation techniques, from creating simple drop-down lists to building advanced dependent lists where one choice dictates the options in a subsequent list. Finally, you will enhance the user interface of your spreadsheets by enabling the Developer tab to insert professional Form Controls.
Key learning outcomes include:
This course demonstrates techniques primarily in Microsoft 365 for Windows, but also addresses the functionality gap for Mac users, ensuring clarity on which features are cross-platform. By the end of this session, you will possess the skills to create professional, resilient, and interactive spreadsheets that streamline workflow and reduce cognitive load.
CPA, Author, Professional Excel Spreadsheet Trainer and Consultant
David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase 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. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
