Live Replay WebinarIntermediate level

Supercharging Your Spreadsheet Collaboration

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.

CPE Credits2
Length1h 40m
Instructor Brian Tankersley

Learning objectives

Upon completing this course, you should be able to:

  • 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

Major topics

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

Who this is 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.

Prerequisites: Working knowledge of Microsoft Office Excel

What's included

Every registration comes with the course materials — yours to keep.

  • Course handout PDF
  • Course presentation PDF

Course details

Recommended CPE credit
2 — Computer Software and Applications
Field of study
Computer Software and Applications
Program level
Intermediate
Delivery method
Group Internet Based
Prerequisites
Working knowledge of Microsoft Office Excel
Advance preparation
None
Length
1h 40m
Last revised
Tuesday, J
Course number
22c-ssc
Provider
CPE Today

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

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Every way to take this course

On its own

Live Replay Webinar Attend the next scheduled rebroadcast — full live CPE credit · 2 credits · 1h 40m
$50 Add to Cart

As part of a multi-day event

These seminars include this course on their agenda. One registration covers the event — you attend this course on its scheduled day, plus everything else that day offers.

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Your instructor

Brian Tankersley

Brian Tankersley

Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...

Full profile →

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