Leveraging Linked Workbooks in Excel
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Many Excel users have a love-hate relationship with workbook links. For the uninitiated, workbook links allow you to connect one Microsoft Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages.
In this presentation Excel expert David Ringstrom, CPA discusses the pros and cons of workbook links, and walks you through the nuances of creating workbook links. David will also show how to dramatically improve the integrity of linked workbooks by using Microsoft Query instead of traditional cell-based links.
David will teach from primarily from Excel 2010, will discuss new features in Excel 2013 when applicable, as well as differences in Excel 2007. Discussion of Excel 2003 will be limited to questions from the audience.
David's fast-paced teaching style covers a lot of ground, so even long-time Excel users are certain to learn something new.
Why should you Attend:
Areas Covered in the Session:
- Control whether linked workbooks update automatically or not, and suppress unwanted prompts.
- Discover a free tool that you can use to locate even the most buried workbook links.
- Eliminate the risk of workbook links by using Microsoft Query to get data into one workbook from another.
- Integrate data on web pages into your workbooks, and create automatic links.
- Learn how to break links to other workbooks and data sources.
- Learn how to repair broken workbook links.
- Learn the most efficient way to link Word documents and Excel spreadsheets
- Learn the risks of linked workbooks, determine if a workbook contains links, and see how links can hide within Excel features
- Learn the risks of linked workbooks, determine if a workbook contains links, and see how links can hide within Excel features.
- Understand how to create and identify workbook links.
- Use features within Excel to locate workbook links.
Who Will Benefit:
- Learn how link Excel workbooks to other sources.
- Minimize the data integrity risks that can arise from workbook links.
- Take control of security prompts and settings related to linked workbooks.
- CFOs, Controllers
- Investment Analysts, Financial Analysts, Business Analysts
- Forecasting & Planning, M&A Specialists (Mergers & Acquisitions)
- Risk Managers, Strategic Planners, Capital Expenditure Planners
- Cost Accountants, Managerial Accounts
David Ringstrom CPA, 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.