Conference
Live Replay WebinarIntermediate level
Supercharging Your Spreadsheet Collaboration
★★★★☆
4.3 · 3 attendee ratings
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.
Ways to save
Save $10.56 with a credit pass
At the 40-Credit Pass rate ($22.22 a credit with the bonus), this 2-credit course comes to about $44.44: $10.56 less than buying it on its own.
Or start smaller: the 10-Credit Pass ($275.00) pays for it and leaves you 8 credits for more.
Year-end bonus: up to 5 free credits through Dec 31.
Certain conditions apply: not valid for the Federal Tax Update. Pass terms
Watch
What's included
Every registration comes with the course materials — yours to keep.
- Course presentation PDF
Course details
- Recommended CPE credit
- 2
- Field of study
- Computer Software and Applications
- Program level
- Intermediate
- Delivery method
- Group Internet Based
- Prerequisites
- None
- Advance preparation
- None
- Course number
- 22c-ssc
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].
💬 Ask this course
Not sure it covers what you need? Ask a real question — answered from the actual course content, so you can decide before you enroll.
Reading the course…
Answers come from this course's own material and can be imperfect — the full details are in the course itself.
Every way to take this course
On its own
Live Replay Webinar
Start it whenever you like — full live CPE credit · How Live Replay works · 2 credits
$55
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.
Dec
9
Year-End Technology Optimization & Cleanup Week
Seminar · Dec 7–10, 2026
· Online · this course runs Dec 9, 2026 · event offers up to 28 credits
$300
View event
Your instructor
Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.2 instructor rating
Brian Tankersley, CPA, CITP, CGMA (@bftcpa) is a renowned technology consultant, speaker, and author in the accounting industry. With over 34 years of experience, he has dedicated his career to helping accounting professionals navigate the ever-evolving world of technology. As the Director of Strategic Relationships at K2 Enterprises, Brian delivers high-quality seminars and courses on topics such as accounting...
Full profile →Attendee feedback
4.3
3 attendee ratings
Common questions
Do I need special software to collaborate, or will my regular Excel work?
Your regular Excel works fine—either the desktop app or the web version. The key requirement is storing your file in the cloud (OneDrive for Business, SharePoint, or Teams) rather than on your local machine. Mac demonstrated real-time collaboration using the desktop app on one end and the web app on the other, showing that it doesn't matter which you choose as long as the document lives in the cloud.
What's the difference between Notes and Comments, and when would I actually use each one?
Notes are single-user annotations you add to cells for documentation—like explaining what a formula calculates. Comments are threaded conversations between collaborators that appear in a pane on the right and can be assigned as tasks. In the course, Mac showed using Notes on an NPV analysis to explain calculations to anyone reading the file later, then switched to Comments when actually collaborating with Katie to discuss changes in real time.
If someone else changes the same cell I'm working on, whose change wins?
Whichever person saves last—their value overwrites the others. That's why Mac recommends structuring collaborative workbooks so each person works on their own worksheet, then formulas bring that data together on a summary sheet. This way Cindy can't accidentally overwrite Bob's work because they're working in separate places.
Can I see exactly what changed in a spreadsheet after people collaborated on it?
Yes. When you store a file in the cloud, you get version history showing every change with timestamps, plus a "Show Changes" audit trail that highlights each edit with details about what cell changed and who made it. Mac demonstrated this by reverting to the original version and then restoring back to the modified one, and showed how the audit even displays the comments that prompted each change.
Is there a tool to compare two versions of a spreadsheet and catch every difference?
Yes—the Inquire add-in (included with Microsoft 365 Enterprise and Office Professional Plus). It compares workbooks cell-by-cell and identifies changed formulas, changed values, inserted or deleted rows and columns, and more. Mac showed comparing a version he sent out to a client against the version they returned, instantly spotting that they'd changed a formula from summing E41:H41 to E41:G41, plus all the value changes they made.
Related reading from our instructors
You might also like
Conference
Seminar
Seminar
Seminar
Next week