Disaster-Proofing Excel Spreadsheets (Video) (Course Id 2580)

• Who is this course for?
  This course is intended for anyone needing Continuing Professional Education (CPE), including CPAs, accountants, and other professionals using Excel in their work.

• What is this course about or what problem does this course solve?
  The course addresses how to protect Excel spreadsheets from data loss or corruption due to crashes or user errors, teaching techniques for disaster-proofing workbooks.

• How can the knowledge from this course be used?
  Learners can apply the techniques taught to configure AutoRecover, enable backups, protect sheets and workbooks, and recover damaged files, improving spreadsheet reliability and security.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  This course is important because it helps professionals safeguard critical financial data in Excel, ensuring continuity and integrity in their work.

• When is this course relevant or timely?
  The course is particularly timely for users of Excel 2021 and Excel for Microsoft 365, as it covers new and updated features relevant to current and future spreadsheet use.

• How is a course like this consumed or used?
  This video course is delivered via NASBA QAS self-study and includes PowerPoint demonstrations, real-time Excel examples, and downloadable handouts with examples for hands-on learning.

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 is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He 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.

Video - NASBA QAS - NASBA Registry - 2580

Course Learning Objectives

• Recall which keyboard shortcut undoes your last action in Excel.
• State the purpose of the Protect Sheet command.
• Identify the button within the Scenario Manager dialog box that allows you to create a new scenario.

Chapter 1 - Disaster-Proofing Excel Spreadsheets

Chapter 1 Review Questions

Key Terms