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Live Webinar

90-minute live streaming program
  • September 7
  • 1:00 - 2:30 pm EST

Designing Forms in Excel®

September 7

Learn time and money saving tips to design forms in Excel®.

Save time and save money. Have you ever thought that you can use Excel® - an application that you have right there on your computer - to create forms? Smaller organizations with limited budgets simply can't afford to buy expensive dedicated software to manage the inputting and storage of information, however even those companies with large budgets often find that their requirements can't be met by what is ‘out in the marketplace'. Booking forms, sales order forms, invoices, loan agreement forms and surveys are just a few examples of forms that can be created using Excel® (although the list of examples is endless). By adding a splash of color, cell protection and some drop-down lists and simple validation, you can create user-friendly forms that will make data entry simple and error free for yourself, your colleagues and your clients.

Learning Objectives

- You will be able to define a number of useful functions such as VLOOKUP that can help in form creation.

- You will be able to describe how to apply data validation and protection to reduce data entry errors.

- You will be able to discuss how to use formatting to make your forms inviting to use.

- You will be able to explain how naming cells will make your formulas easier to understand.

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Creating a Worksheet Based Form
  • Naming Cells to Make Formulas Easier to Understand
  • Defining Data Validation Lists
  • The VLOOKUP Function
  • Applying Formatting to Make the Form Inviting to Use
Creating a Loan Calculator Form
  • Using Formulas to Define End of Month and Repayment Due
  • Interactive Forms – Dropdowns, Checkboxes and Buttons
  • Interactive Images
  • Applying Protection to Prevent Accidental Changes
VBA Based Forms
  • Creating a Simple VBA Form
  • Adding VBA Code Control the Form
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More Program Information

Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • IAAP 1.5
     
  • This course has been preapproved by the International Association of Administrative professionals for 1.5 recertification point(s).
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services 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 web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: basic knowledge of business financials. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     
  • Lorman Business Center, Inc. has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.5 hours of continuing professional education.
     

Who should attend?

This live webinar is designed for business owners and managers, supervisors, associates, administrative professionals, analysts, bookkeepers and accountants.

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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Mike Thomas

Mike Thomas

theexceltrainer.co.uk

  • Founder of theexceltrainer.co.uk
  • Worked in IT training since 1989
  • Subject matter expert in a range of technologies
  • Delivered hundreds of courses and webinars on a wide variety of technology-related topics
  • Recorded several video-based Excel® training courses for Pluralsight.com
  • Produced nearly 200 written and video-based tutorials hosted on theexceltrainer.co.uk
  • A Fellow of the Learning and Performance Institute
  • Can be contacted at [email protected] or https://www.linkedin.com/in/thomasmik
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Why Lorman?

Over 30 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 400665
Published 2017
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