Benefits and Pitfalls of Linking Excel Workbooks

Duration: 120 Minutes
Attend this presentation with Excel expert David Ringstrom, CPA, and you,ll discover the pros and cons of workbook links and how to create and work with them. Because workbook links allow you to connect an Excel spreadsheet to other spreadsheets, word documents, databases, and even web pages, they,re quite beneficial. David explains how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, repair broken links, and much more.
Linking Excel Workbooks
Instructor: David H. Ringstrom
Product ID: 505601
Objectives of the Presentation
  • Learn how to link Excel workbooks to other sources
  • Understand 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
  • Summarize information from access databases and other sources
  • Learn functions you should avoid when creating workbook links
  • Create workbook links that can be copied down columns or across rows
Why Should you Attend
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 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 repair broken links.

Areas Covered
  • Seeing how to arrange two workbooks on your screen at the same time for ease of use in creating linked formulas or comparing data
  • Listing functions to avoid when creating workbook links
  • Learning the risks of linked workbooks, determining if a workbook contains links, and seeing how links can hide within Excel features
  • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another
  • Creating flexible workbook links that can be copied down columns or across rows
  • Learning how to repair broken workbook links
  • Using features within Excel to locate workbook links
  • Learning why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook
  • Discovering a free tool you can use to locate even the most buried workbook links
  • Seeing how to view two worksheets from within the same workbook at the same time
  • Summarizing information from access databases and other sources
  • Learning how to use SUMPRODUCT as an alternative to SUMIF or SUMIFS for retrieving numerical data from external workbooks
Who will Benefit
  • Accountants
  • CPAs
  • CFOs
  • Financial consultants
  • Controllers
$300
Recorded Session for one participant
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  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
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  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
David H. Ringstrom is a CPA and owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. David speaks at conferences and presents dozens of webinars annually on Excel and other topics. He has written numerous articles on spreadsheets, some of which have been published internationally. He has served as the technical editor for other 30 books on accounting software, and is the Tech Editor-at-Large for Accounting WEB and Going Concern. David offers Excel training and consulting services nationwide.
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