Interactive Spreadsheets - Part 1
L. Keith Jordan Overview:
When properly designed, interactive spreadsheets can create a better experience for the user, standardizing input; checking for input errors; and guiding the user by providing feedback and instructions. This allows lower skilled personnel to perform tasks normally requiring higher skill levels; allows spreadsheets to be designed once and used multiple times by multiple users; and allows users to focus on the task to be accomplished rather than the means of accomplishing that task.
Part 1 of this course will focus on interactive techniques that can be used to create these spreadsheets.
But what if migration is needed between spreadsheet products and code script is involved? What if the amount of code script is significant?
Part 2 of this course will also explore code script migration and ways to address the issue.
Why you should Attend:
Describe and use interactive spreadsheet design techniques necessary to create an interactive financial spreadsheet document, and discuss how to migrate code script between spreadsheet applications.
Areas Covered in the Session:
- Basic design considerations
- Using data validation and other techniques to create an interactive user experience
- Code script migration
Who Will Benefit:
- Practitioners wanting to extend their spreadsheet capabilities through the use of interactive design techniques
Speaker Profile
L. Keith Jordan is a Certified Public Accountant based in Texas. He has been an accountant for roughly 50 years and has been a Controller in both industrial and academic settings. Mr. Jordan began creating CPE courses in his sideline practice about 25 years ago and is a published author of numerous technical and nontechnical CPE courses. Some of these courses involve accounting and productivity software such as QuickBooks; Adobe Acrobat; Microsoft Excel and Access; Google Sheets and Forms; and LibreOffice Calc and Base. Many of these courses teach students how to use code scripting and other techniques to create a dynamic, interactive experience for users. Other courses address ransomware attacks; the Linux operating system; and free and open source software (FOSS). He began working with regulatory and behavioral ethics CPE courses roughly 15 years ago. Since that time, he has been a contributing author or the sole author of CPA ethics courses for over 15 different states along with other ethics topics. More about Mr. Jordan can be found at lkjcpa.com, and on LinkedIn.