Maximize Excel: Linked Workbooks

CPE Credit: 2 hours

 In this valuable course, Excel expecrt David Ringstrom, CPA, prepares you 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 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.


Topics Covered

• 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.
• Creating flexible workbook links that can be copied down columns or across rows.
• Controlling whether linked workbooks update automatically or not as well as suppress unwanted prompts.
• Summarizing data from Access databases with pivot tables, even if you don’t have Microsoft Access installed.
• Learning how to repair broken workbook links.
• Discovering a free tool you can use to locate even the most buried workbook links.
• Integrating data on web pages into your workbooks and creating automatic links.

Learning Objectives:

• Recall 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.

Course Number: 
DR1926
NASBA Field of Study: 
Computer Software and Applications
Level: 
Intermediate
Presenter:
David Ringstrom
Prerequisites: 
Experience with Excel Spreadsheets
Advanced Preparation: 
None