Course Description
It's always a sickening feeling when something goes awry in an Excel spreadsheet. In this course, Excel expert David H. Ringstrom, CPA pulls together a number of techniques that you can use to give yourself fallback positions and insurance against things going awry with your spreadsheets. You'll see how you can improve the frequency of automatic back-ups that Excel creates, as well as establish individual back-ups for key documents. David will also look outside of Excel, comparing the capabilities that are available in the Windows 10 File History feature, Microsoft's OneDrive service, Google Drive, and Dropbox. You'll be empowered with numerous risk-management techniques to preserve your spreadsheets.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2021, 2019, 2016 and earlier) 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 course.
Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2021, Excel 2019, and so on.
Who should attend: Practitioners seeking to use Microsoft Excel more effectively
Level: Intermediate
Topics covered:
- Accessing files closed without saving as well as interim back-ups Excel makes while you're working in a workbook
- Enabling a workbook-specific setting that will create an automatic back-up of critical workbooks
- Exploring Excel’s Scenario Manager feature that enables you to store various sets of inputs, such as best case, worst case, and most likely, without having to replicate worksheets or workbooks
- Improving the stability of Excel by deleting accumulations of temporary files in Windows
- Learning the mouse trick that lets you quickly make a copy of an existing worksheet
- Learning what steps to take if you can’t open a damaged workbook
- Protecting a worksheet to ensure users are limited to changing only specific areas of a worksheet
- Protecting hidden sheets from within a workbook
- Protecting sensitive information by marking key worksheets as VeryHidden
- Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash
- Understanding the risks and nuances of the AutoSave feature and OneDrive in Excel 2021 and Microsoft 365
Learning objectives:
- Identify the button within the Scenario Manager dialog box that allows you to apply a given scenario.
- Identify the command within the Tools menu within the Save As dialog box that enables you to password
- protect an Excel workbook from being opened or modified.
Recall the section of the Excel Options dialog box where the AutoRecover setting resides that controls how often Excel creates a back-up copy of your workbooks.
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