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Excel Accountant: Linked Workbooks

5 (4)

David Ringstrom, CPA (US)

Excel Accountant

  • CPA (Canada)
  • CMA
  • CPA (US)
  • Tax Preparer

Published: July, 2020

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Before starting this self study program, please go through the instructional document.

Overview

  • Indications of Workbook Links
    2 mins
  • Arranging Two Workbooks Onscreen
    6 mins
  • Creating a Workbook Link
    10 mins
  • Linked Workbook Security Settings
    19 mins
  • Link Start-Up Prompt
    22 mins
  • Find Links in a Workbook
    25 mins
  • Breaking Workbook Links
    29 mins
  • Workbook Link Removal Tool
    36 mins
  • Finicky Functions
    47 mins
  • SUMPRODUCT Introduction
    59 mins
  • Formatting Linked Excel Data In Word
    89 mins
  • Link Data from Web Pages
    95 mins

Course Description

In this presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to create and navigate workbook links in Excel. Workbook links, which are quite beneficial, allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages. David shows you how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and 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.

Who Would Be Interested in This Course:

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

Topics Covered:

  • Controlling whether or not linked workbooks update automatically and how to suppress unwanted prompts.
  • Creating flexible workbook links that can be copied down columns or across rows.
  • Learning about a free tool you can use to locate even the most buried workbook links.
  • 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 worksheets from within the same workbook on-screen and at the same time.
  • Learning how to break links to other workbooks and data sources.
  • Learning how to repair broken workbook links.
  • Learning the most efficient way to link Word documents and Excel spreadsheets.
  • Learning the risks of linked workbooks, determining if a workbook contains links, and seeing how links can hide within Excel features.
  • Learning which functions to avoid when creating workbook links.

Learning Objectives

  • To identify how to create links that can be copied down columns or across rows.
  • To recall how to link Excel workbooks to other sources.
  • To apply security prompts and settings related to linked workbooks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

5

(4)
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LC

Very good presentation.

CH

Very Good

TA

Excellent course