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Courses/Office Productivity/NASBA - Computer Software & Applications

Exceptional Excel - Linked Workbooks

Mastering Workbook Links: Best Practices for Efficient and Effective Data Connections in Excel

Created byLambers Inc.
BeginnerUpdated Jan 22, 2025
Exceptional Excel - Linked Workbooks

What You'll Learn

check_circleRecall how to link Excel workbooks to other sources.
check_circleIdentify how to minimize data-integrity risks that can arise from workbook links.
check_circleApply security prompts and settings related to linked workbooks.
check_circleIntegrate Excel data with Word documents to support cohesive, cross-platform reporting.

About This Course

This course guides you beyond single spreadsheets to integrate data from other files, databases, and the web, enhancing efficiency and reporting.

Gain critical skills for managing data integrity and performance by learning techniques to identify, create, and maintain robust links. Understand how different formulas and methods handle external references and discover powerful alternatives to traditional linking.

Key topics covered include:

  • Detecting and understanding existing workbook links and security prompts.
  • Creating dynamic links between Excel files using various reference types.
  • Exploring the behavior of functions like SUMIF and SUMPRODUCT with external data.
  • Leveraging Microsoft Query to treat external files as databases for reliable data retrieval and consolidation.
  • Linking Excel data effectively with Word documents.
  • Importing data directly from Access databases and web pages.
  • Identifying and resolving common issues like broken links.
  • Using built-in tools and specialized add-ins to find hidden links.
  • Safely breaking links when no longer needed.

Elevate your data management capabilities by mastering the art of linked workbooks for seamless, accurate, and efficient reporting across various sources.

Your Instructors

Lambers Inc.
Lambers Inc.
menu_book146 courses
star5,391 reviews

Lambers, Inc. is a leader in review courses for the EA, AFSP, and CPA exams. Lambers also offers IRS Continuing Education for Tax Preparers and CPE for CPAs. Accounting and finance professionals around the world incorporate Lambers products into their training programs.

David H. Ringstrom
David H. Ringstrom

CPA

David H. Ringstrom, CPA, is President of Accounting Advisors, Inc., a spreadsheet and database consulting firm. He is a Certified Public Accountant, a technical editor for the For Dummies book series, and the author or co-author of five books, including previous editions of QuickBooks

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

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Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.