Leveraging Linked Workbooks in Excel (Completed)

Date: Friday, October 4, 2019
Instructor: David H. Ringstrom
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs

When you participate in this presentation, you’ll learn from Excel expert David Ringstrom, CPA, the pros and cons of workbook links and how to create and work with them. Because workbook links allow you to connect one Excel spreadsheet to other spreadsheets, Word documents, databases, and even web pages, they’re quite beneficial. David covers such topics as how to dramatically improve the integrity of linked workbooks, copy links across rows or down columns, and repair broken links.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. He draws your attention to any differences in Excel 2016, 2013, or 2010 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.

Who Should Attend
Practitioners seeking to learn about Excel workbook links and improve the integrity of their linked workbooks.

Topics Covered

  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify
  • Integrating data on web pages into your workbooks and creating automatic links
  • Learning how to repair broken workbook links
  • Integrating data on web pages into your workbooks and creating automatic links
  • Controlling whether or not linked workbooks update automatically as well as suppressing unwanted prompts
  • Learning the most efficient way to link Word documents and Excel spreadsheets
  • Creating flexible workbook links that can be copied down columns or across rows
  • Eliminating the risk of workbook links by using Microsoft Query to get data from one workbook into another
  • Managing prompts that appear when you open a workbook that contains links
  • Learning how to use SUMPRODUCT as an alternative to SUMIF or SUMIFS for retrieving numerical data from external workbooks
  • Learning how to arrange two worksheets from within the same workbook on-screen and at the same time

Learning Objectives

  • Describe how to link Excel workbooks to other sources
  • Recognize 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


Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Experience Working with Excel Spreadsheets.

Advance Preparation

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