Webinar Details

Accelerate Excel: Pros and Cons of Linked Workbooks

Wednsday June 27, 2018

12:00 p.m. Mountain time (MT)

Program Description

Join Excel expert David Ringstrom, CPA, for this comprehensive presentation where he explains the pros and cons of workbook links and walks you through creating and working with them. Workbook links are of great benefit, 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 Office 365 version of Excel 2016. He draws your attention to any differences in the perpetual licensed versions of Excel 2016, 2013, 2010, or 2007 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.

Topics Typically Covered

Controlling whether linked workbooks update automatically or not as well as suppress unwanted prompts.
Creating flexible workbook links that can be copied down columns or across rows.
Discovering a free tool you can use to locate even the most buried workbook links.
Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another.
Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
Integrating data on web pages into your workbooks and creating automatic links.
Learning how to arrange two workbooks on-screen at the same time for ease of use in creating linked formulas or comparing data.
Learning how to break links to other workbooks and data sources.
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.

Learning Objectives

After completing this webinar, attendees will be able to:

Demonstrate 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.

Who Should Attend

Practitioners seeking to learn about Excel workbook links and to improve the integrity of their linked workbooks.

Presenter(s)

David H. Ringstrom, CPA
Mr. Ringstrom 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).

CPE Credit

Program Level: Intermediate	Prerequisites: Experience with Excel Spreadsheets	Advanced Preparation: None
Delivery Method: Group Internet-Based	CPE Credits: Two (2) Hours	Fields of Study: Computer Software & Applications

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