When you participate in practical webinar, you’ll learn from Excel expert, David Ringstrom, CPA, about the pros and cons of workbook links and how to create and work 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. You will learn how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and much more.
You will see each technique demonstrated 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. You will also receive an Excel workbook that includes most of the examples used 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.
You will learn how to:
- Control whether linked workbooks update automatically or not, as well as how to suppress unwanted prompts
- Create flexible workbook links that can be copied down columns or across rows
- Utilize a free tool to locate even the most buried workbook links
- Eliminate the risk of workbook links by using Microsoft Query to get data from one workbook into another
- Employ the SUMIF function to sum values related to multiple instances of criteria you specify
- Integrate data on web pages into your workbooks and create automatic links
- Arrange two worksheets from within the same workbook on-screen and at the same time
- Break links to other workbooks and data sources
- Repair broken workbook links
- Link Word documents and Excel spreadsheets in the most efficient way
- Evaluate the risks of linked workbooks, determine if a workbook contains links, and identify how links can hide within
- Excel features
- Recognize which functions to avoid when creating workbook links
Upon course completion, you will be able to:
- Describe how to link Excel workbooks to other sources
- Identify how to minimize data-integrity risks that can arise from workbook links
- Apply security prompts and settings related to linked workbooks
Prerequisites: None. Experience with Excel Spreadsheets Recommended.
Advance Preparation: None
Program Level: Intermediate
Field of Study: Computer & Software Applications (2 hours)
Credit Type: Group Internet Based for the Live Program. [If you attend the program on-demand (after the live date), you will receive Self-Study credit. Please note that to receive Self-Study credit you will need to complete a final exam after viewing the webinar.]