Navigating Excel Linked Workbooks

Duration 90 Mins
Level Basic
Webinar ID IQW15C8302

  • Control whether linked workbooks update automatically or not as well as suppress unwanted prompts
  • Create flexible workbook links that can be copied down columns or across rows
  • Discover a free tool 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 arrange two worksheets from within the same workbook on-screen and at the same time
  • 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
  • See how to arrange two workbooks onscreen at the same time for ease of use in creating linked formulas or comparing data
  • Summarize information from Access databases and other sources
  • Understand how to create and identify workbook links
  • Use features within Excel to locate workbook links

Overview of the webinar

Excel expert David Ringstrom, CPA, explains the pros and cons of Excel workbook links and walks you through the nuances of creating them. Workbook links allow you to connect an Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages.

Who should attend?

  • CFOs
  • Controllers  
  • Investment Analysts/Financial Analysts/Business Analysts  
  • Forecasting & Planning Personnel 
  • Mergers & Acquisitions Specialists   
  • Risk Managers 
  • Strategic Planners/Capital Expenditure Planners 
  • Cost Accountants / Managerial Accountants

Why should you attend?

In this comprehensive presentation, David breaks down how to:
  • Improve the integrity of linked workbooks using Microsoft Query instead of traditional cell-based links
  • Create flexible worksheet links that can be copied across rows or down columns
  • Arrange two worksheets from the same workbook on your screen and at the same time
  • Repair broken workbook links
  • Summarize information from Access databases and other sources—and much more

Faculty - Mr.David H. Ringstrom, CPA

Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.

David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.

His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.

Navigating Excel Linked Workbooks-Slides.pdf

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