Disaster Proofing Excel Spreadsheets

Disaster Proofing Excel Spreadsheets

Wednesday, April 3, 2024 
11:00 am - 1:00 pm Eastern

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 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.

What You Will Learn:

  • Protecting hidden sheets from within a workbook
  • Filtering a cleaned-up accounts receivable aging report to display only overdue amounts
  • Recovering previous copies of Excel files from Google Drive
  • Protecting macros by assigning a password that prevents macros from being viewed
  • Protecting sensitive information by marking key worksheets as VeryHidden
  • Accessing files closed without saving as well as interim back-ups Excel makes while you're working in a workbook
  • Improving the stability of Excel by deleting accumulations of temporary files in Windows
  • Limiting access to sensitive workbooks by way of password protection
  • Tweaking Excel’s AutoRecover settings to raise the odds of recovering your work after an Excel crash
  • Managing the external data security warning that may appear when you link external data into Excel spreadsheets
  • Learning what steps to take if you can’t open a damaged workbook
  • Learning the mouse trick that lets you quickly make a copy of an existing worksheet

Who Should Attend? 

Professionals seeking to use Microsoft Excel more effectively

Field of Study:  Specialized Knowledge and Applications

Skill Level:  Basic

Prerequisites:  None

Advanced Preparation:  None

Instructor

David H. Ringstrom, CPA

David H. 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. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Attendance verification for CE credits provided upon request.

Webinar Sponsored by OnCourse Learning (Total Training Solutions)

If you are having issues with registering online, please contact CBAO's Education, Training & Special Event Coordinator, Malia Widder, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)

Live + 1 Month on Demand ($299/$450) – Attend the live event and receive 1 month of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts.

Live + 12 Months on Demand ($419/$630)  – Attend the live event and receive 12 months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts. 

Live + 12 Months on Demand + Digital Download ($449/$675) – Attend the live event and receive 12 months of unlimited access to the OnDemand Playback and links to presenter materials and supplementary handouts. Also receive a digital download of the webinar recording.

Additional Live Attendee ($95/$145) – Registering another banker from a different location for live access.

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