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Agile Excel: Intro to Macros - Part 4 (Video) (Course Id 1464)

QAS / Registry
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Author:

David Ringstrom, CPA

Course Length:

Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10

CPE Credits:

2.0

IRS Credits:

0

Price:

$29.95

Passing Score:

70%

Course Type:

Video
Agile Excel: Intro to Macros - Part 4 (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This video course introduces Excel UserForms, building on Parts 1 through 3 of the macros series, to add interactivity and manage user data input.

  • Walks through creating custom dialog boxes that add interactivity and better manage a users actions.
  • Builds a custom printing interface that allows picking and choosing which worksheets to print from any workbook.
  • Shows how to move module sheets and UserForms between workbooks and remove them when no longer needed.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on Excel UserForms, requiring a 10 question final exam preceded by 6 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

This Agile Excel Intro to Macros Part 4 course teaches how to describe how to move module sheets or UserForms from one workbook to another.

This course teaches how to recall how to use frames to isolate sets of OptionButtons.

This course teaches how to identify the property that allows specifying or ignoring items within a ListBox, while building a custom Plug and Print interface.

This Agile Excel Intro to Macros Part 4 video course carries 2.0 CPE credits in Computer Software and Applications as a Nontechnical, self study course, requiring a 10 question final exam preceded by 6 review questions (optional) with a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

This excellent course, created by Excel expert David Ringstrom, introduces the concept of Excel UserForms. Step-by-step, David walks you through the process of creating custom dialog boxes that can add interactivity in Excel and better manage a user’s actions. He then builds a custom printing interface that he dubbed “Plug and Print,” which allows you to pick and choose the worksheets to print from any workbook. The presentation also teaches you how to create a basic UserForm for prompting users to input data, including all the required fields. Finally, you’ll see how to move module sheets and UserForms between workbooks, as well as how to remove them from workbooks when they’re no longer needed.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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. 

Usage Rank:

10000

Release:

2019

Version:

1.0

Prerequisites:

Parts 1 through 3 of this macros series, or equivalent prior experience with writing or editing programming code in Microsoft Excel.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

22-Apr-2026

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

Agile Excel: Intro to Macros - Part 4 (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

  • Describe how to move module sheets or UserForms from one workbook to another.
  • Recall how to use Frames to isolate sets of OptionButtons.
  • Identify the property that allows you to specify or ignore one or more items within a ListBox.

  • Course Contents:

    Chapter 1 - Agile Excel: Intro to Macros - Part 4

    Chapter 1 Review Questions

    Glossary - Key Terms

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