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Join Excel expert David Ringstrom, CPA, as he explains the pros and cons of workbook links and walks you through creating and working with them. Because workbook links allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages, they’re quite beneficial. David covers such topics as how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, and repair broken links.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly known as Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.
Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Topics/Areas Typically Covered:
- Determining at a glance whether a spreadsheet contains links to other workbooks.
- Creating flexible workbook links that can be copied down columns or across rows.
- Controlling whether linked workbooks update automatically as well as suppress unwanted prompts.
- Managing prompts that appear when you open a workbook that contains links.
- Using features within Excel to locate workbook links.
- Using the Break Links command to remove links to other workbooks.
- Learning the risks of linked workbooks, determining if a workbook contains links, and seeing how links can hide within Excel features.
- Learning how to break links to other workbooks and data sources.
- Discovering a free tool you can use to locate even the most buried workbook links.
- Learning how to repair broken workbook links.
- Learning which functions to avoid when creating workbook links.
- Learning how to use SUMPRODUCT as an alternative to SUMIF or SUMIFS for retrieving numerical data from external workbooks.
- Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
- Learning the most efficient way to link Word documents and Excel spreadsheets.
- Integrating data on web pages into your workbooks and creating automatic links.
Learning Objectives/Why You Should Attend:
- Recall the location of the menu command that allows you to determine categorically if a workbook contains links or not.
- State which character identifies that a formula is linked to a separate workbook.
- Identify which area of the Trust Center enables you to control whether or not workbook links are enabled in Excel.
- Accounting and Finance
- Excel Users
- Human Resources
Target Job Title:
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Human Resource Personnel
- Excel Users
- Government Personnel
About the Instructor:
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra 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. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).
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