Defend your vital data and minimize disruptions: master Excel recovery, protection, and automation techniques to ensure your spreadsheets are resilient against unexpected errors and loss.
Excel spreadsheets are powerful tools, but they're vulnerable to data loss and corruption. In "Disaster-Proofing Excel Spreadsheets," you'll discover essential techniques to safeguard your crucial data and ensure your workbooks remain robust and reliable. This course goes beyond basic saving, equipping you with advanced strategies to prevent, repair, and recover from spreadsheet disasters.
Key topics include:
Recovery and Backup Essentials: Learn to configure AutoRecover for local files, leverage the "Always Create Backup" feature for critical workbooks, and utilize AutoSave with versioning for cloud-saved files. We'll also cover crucial methods for managing and deleting temporary files that can impact Excel's stability.
Workbook and Worksheet Protection: Master the art of selective cell locking, worksheet protection with password options, and workbook structure protection to prevent unauthorized changes and maintain data integrity. You'll also learn to password protect entire workbooks for enhanced security.
Repairing Excel Workbooks: Explore Excel for Windows' hidden "Open and Repair" function to fix corrupted files and discover how to check performance to optimize workbook efficiency. We'll also provide alternative recovery strategies for damaged workbooks.
Interactive Tools and External Data: Understand how to use Scenario Manager for version control and "what-if" analysis, acting as a mini-backup for critical inputs. Finally, delve into Power Query, a transformative tool for automating data imports, cleaning repetitive reports, and protecting imported data from accidental modification.
By the end of this course, you'll possess a comprehensive set of skills to proactively protect your Excel files, recover from unexpected issues, and build more resilient spreadsheets that stand the test of time.
CPA, Author, Professional Excel Spreadsheet Trainer and Consultant
David H. Ringstrom, CPA, is the author of Microsoft 365 Excel for Dummies, and a nationally recognized instructor who has taught over 2,500 live webinars. His Excel courses are based on over 30 years of consulting and teaching experience. David’s catchphrase 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. David has authored or co-authored 10 books, including Exploring Microsoft Excel's Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
