Zombie Excel

Level: Intermediate

Available Durations:

  • 50 minutes


In this presentation, Excel instructor David Ringstrom, CPA, will shine a light on some of the darkest corners of Excel. Watch as David helps you resurrect features that you might have believed, or were at least suspicious, had vanished from Excel. You’ll see how many users inadvertently transform even the latest version of Excel into a “zombie” state with disabled features by using an obsolete workbook format. In addition, David will unmask how to avoid incorporating Microsoft 365 features that will metamorphose into zombies in any other version of Excel.

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

  • Avoiding wasted time when saving workbooks as .XLS files by dispatching the Compatibility Checker.
  • Restoring disabled Excel features by converting .XLS files into the modern workbook format.
  • Restoring “classic” Print Preview functionality in Excel 2010 and later.
  • Restoring Full Screen View in Excel 2013 and later as well as enabling a keyboard shortcut for this feature.
  • Utilizing the Split Worksheet feature properly to lock certain rows at the bottom of the Excel window and confirming the loss of a scroll bar trick in older versions of Excel.
  • Reviewing charting features that are no longer available in Excel 2007 and later.
  • Confirming the loss of the Workspace feature in Excel 2013 and later.
  • Learning the benefits and risks of sharing workbooks via OneDrive in Microsoft 365.
  • Restoring the Workbook Sharing and Track Changes commands that have vanished in certain builds of Microsoft 365.
  • Discovering new worksheet functions available in Microsoft 365, but in no other versions of Excel, including perpetually licensed versions of Excel 2016.
  • Reviewing features that are compatible with Excel 2016, 2019, and Microsoft 365, but not with earlier versions of Excel.
  • Working around the trap that often causes Excel 2013 and later users to close the application unexpectedly.

Learning Objectives/Why You Should Attend:

  • Identify the hidden command you can add to your Quick Access Toolbar to restore the full-screen Print Preview as it appeared in Excel 2007 and earlier.
  • State the type of workbooks that trigger Compatibility Mode in Excel 2007 and later.
  • Recall the worksheet function that the CONCAT function replaces in Microsoft 365.

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 the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.
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