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Supercharging Your Spreadsheet Collaboration

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2.00 Credits

Member Price $105

Non-Member Price $135

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Overview

Collaboration is a key to productivity and success. But remote work can make collaboration more challenging, including collaborating on spreadsheets. Fortunately, tools such as portals with check-in/check-out capabilities, version control, comment tracking, and co-authoring can enable online spreadsheet collaboration. Further, Excel’s Inquire tool can facilitate spreadsheet collaboration in offline environments. Don’t let remote work hamper your spreadsheet collaboration needs! Participate in this session to learn how to collaborate on spreadsheets effectively from anywhere using tools you already own or license.

Highlights

Implementing Version Control and Cloud-Based File Management (Check-in/Check-out) , Advanced Collaborative Features: Comparing Notes vs. Threaded Comments , Utilizing the Excel Inquire Tool for Spreadsheet Auditing and File Comparisons , Leveraging AI-Powered Data Insights and Collaborative Automations in Microsoft 365 , Managing Team Data Visibility with Excel Custom Views and Track Changes

Prerequisites

Working knowledge of Microsoft Office Excel

Designed For

This course is ideal for accounting and business professionals who need to maintain data integrity and streamline workflows while collaborating on complex spreadsheets in a remote or team-based environment.

Objectives

Select various Excel features associated with collaboration , List the steps necessary to use Excel’s Inquire tool to identify differences between two spreadsheets , Differentiate between the capabilities of Excel’s Notes feature and its Comments feature

, Choose the correct definitions for key terms associated with file storage such as check-in/check-out and version control from a list of options

Preparation

None

Leader(s):

Leader Bios

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 30 years of professional experience, including accounting, auditing, technology, and education, including 20 years as a CPE discussion leader. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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Non-Member Price $135

Member Price $105