Excel Agility - Disaster-Proofing Spreadsheets

Recorded Webinar | David H. Ringstrom | From: Apr 16, 2024 - To: Dec 31, 2024

Training Options & Pricing

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Recording     $199
DVD     $209
Recording + DVD     $369
Transcript (Pdf)     $199
Recording & Transcript (Pdf)     $359
DVD & Transcript (Pdf)     $369


Description

In this presentation author and Excel expert David Ringstrom, CPA, will empower you to avoid crises in Excel due to program crashes and establish safety nets for your spreadsheets. Learn how to configure AutoRecover settings and enable automatic backups for key workbooks, including the AutoSave feature available in Excel 2021 and Excel for Microsoft 365. Uncover mouse tricks for efficiently duplicating worksheets and explore both worksheet and workbook protection options to prevent unauthorized changes. Gain insights into repairing damaged workbooks, managing temporary files, and utilizing advanced features like undo/redo for multiple steps at once.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge your Excel Proficiency with expert tips, automation techniques, and overlooked features”. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019, or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Learning Objectives:-

  • Recall the section of the Excel Options dialog box where the Auto Recover setting resides that controls how often Excel creates a back-up copy of your workbooks.
  • Recall the location of the Always Create Backup option.
  • Recall how to duplicate worksheets more efficiently by holding down a key while dragging the worksheet tab.

Areas Covered:-

  • Learning the mouse trick that lets you quickly make a copy of an existing worksheet.
  • Improving the stability of Excel by deleting accumulations of temporary files in Windows.
  • Protecting a worksheet to ensure users are limited to changing only specific areas of a worksheet.
  • Tweaking Excel’s Auto Recover settings raises the odds of recovering your work after an Excel crash.
  • Protecting sensitive information by marking key worksheets as Very Hidden.
  • Filtering a cleaned-up accounts receivable aging report to display only overdue amounts.
  • Recovering previous copies of Excel files from Google Drive.
  • Managing the external data security warning that may appear when you link external data into Excel spreadsheets.
  • Accessing files closed without saving as well as interim backup Excel makes while you're working in a workbook.
  • Protecting hidden sheets from within a workbook.
  • Exploring Excel’s Scenario Manager feature enables you to store various sets of inputs, such as best case, worst case, and most likely, without having to replicate worksheets or workbooks.
  • Enabling a workbook-specific setting that will create an automatic backup of critical workbooks.

Who Will Benefit:-

Professionals seeking to use Microsoft Excel more effectively.

  • Business Administration
  • Taxation and Accounting
  • Finance
  • Business Skills
  • Software