Excel Document Management Tips and Tricks (Currently Unavailable)

Author: David H. Ringstrom

Excel users often spend a startling amount of time simply trying to access files and folders in Excel. In this hybrid course that is text accompanied with four video segments Excel expert David H. Ringstrom, CPA helps you take control over your workbooks. David covers all aspects of document management, from getting faster access to files to disaster recovery to optimizing the size of your Excel workbooks.

Publication Date: July 2016

Designed For
Practitioners seeking to manage Excel workbooks more effectively.

Topics Covered

• Avoid disabled features by converting Excel 97—2003 files to modern workbook formats with ease
• Create a shortcut to allow you to clear the decks in Excel by closing all open documents at once
• Discover how to quickly access folders and workbooks, regardless of whether they're stored on your computer or on a network
• Discover techniques that automatically provide fallback positions in the event you need to see an earlier version of your spreadsheet
• Learn a simple technique that can reduce the size of a large Excel workbook by 1/3 or more
• Deal with annoying changes to Print Preview in Word 2010 and later
• Recover unsaved workbooks in Excel 2010 and later
• Learn what steps to take if you can't open a damaged workbook
• Overcome user interface annoyances by making simple adjustments to Excel's options
• Print a spreadsheet on the fly via Windows Explorer, instead of manually opening a workbook in Excel
• See the hidden menu within Excel's Open dialog box that gives you more control over opening documents
• Streamline printing spreadsheets to PDF format
• Manage the Protected View prompt in Excel 2010 and later

Learning Objectives

• Identify the keyboard shortcut that can help you avoid accidentally closing Excel 2013 and later
• Identify the obsolete workbook type that should generally be converted to a modern workbook format
• Describe the file extension that identifies Excel back-up workbooks

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Specialized Knowledge and Applications (1 hour)

Program Prerequisites
None

Advance Preparation
None