Linked Workbooks

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

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. Workbook links are quite beneficial, as they allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. David also covers how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based 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.

Office 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:

  • 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.
  • Integrating data on web pages into your workbooks and creating automatic links.
  • Controlling whether or not linked workbooks update automatically as well as suppressing unwanted prompts.
  • Learning why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.
  • Learning the most efficient way to link Word documents and Excel spreadsheets.
  • Learning how to repair broken workbook links.
  • Learning how to use SUMPRODUCT as an alternative to SUMIF or SUMIFS for retrieving numerical data from external workbooks.
  • Using features within Excel to locate workbook links.
  • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
  • Seeing how to view two worksheets from within the same workbook at the same time.
  • Understanding how to create and identify workbook links.

Learning Objectives/Why You Should Attend:

  • Recall how to link Excel workbooks to other sources.
  • State how to minimize the data-integrity risks that can arise from workbook links.
  • Identify and take control of security prompts and settings related to linked workbooks.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • 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).

Pricing and Format Options:

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