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 |
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.
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Frequently Asked Questions: |
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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: |
External: Excel Macros Tutorial: How to Record and Create Your Own Excel Macros
Internal: Agile Excel: Intro to Macros Part 3
Internal: Agile Excel: Dashboards - Part 1
External: Microsoft - Quick start: Create a macro
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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 |
Course Contents: |
Chapter 1 - Agile Excel: Intro to Macros - Part 4 Chapter 1 Review Questions Glossary - Key Terms |