In this presentation, author and Excel expert David H. Ringstrom, CPA, will explore the powerful collaboration tools available in Microsoft 365, including the benefits and risks of sharing workbooks via OneDrive and the ability to edit Excel workbooks in real time with colleagues while viewing coauthored changes within seconds. Attendees will learn how to effectively manage cell comments by hiding and displaying them en masse, as well as locating all cells that contain comments. David will also delve into the Threaded Comments feature in Excel 2021 and Microsoft 365, demonstrate how to monitor changes in individual cells for up to 60 days in Excel Online, and discuss utilizing Sheet View for enhanced data presentation. Additionally, he will cover restoring the Workbook Sharing and Track Changes commands, enabling the PowerPivot add-in, and implementing password protection and workbook protection techniques to safeguard sensitive information. Join us for this informative session to elevate your Excel skills!

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.

Who should attend: Professionals seeking to use Microsoft Excel more effectively.

Topics typically covered:

• Protecting workbooks to prevent users from renaming, hiding, unhiding, or otherwise affecting worksheets.

• Editing Excel workbooks in real time with colleagues and viewing coauthored changes within seconds.

• Limiting access to sensitive workbooks by way of password protection.

• Identifying which file formats — like .xls and .xlsb — block real-time collaboration and AutoSave, even when using OneDrive or SharePoint.

• Hiding and displaying cell comments en masse as well as locating all cells that contain comments.

• Converting .XLS files compatible with Excel 2003 into the modern Excel workbook format.

• Monitor changes in individual cells for up to the last 60 days when viewing a workbook in Excel Online.

• Restoring the Workbook Sharing and Track Changes commands that have vanished in Excel 2021 and Microsoft 365.

• Learning the benefits and risks of sharing workbooks via OneDrive in Microsoft 365.

• Recognizing that most collaboration features in Excel require Microsoft 365 for full functionality.

• Utilizing Sheet View for workbooks saved to OneDrive or SharePoint in Excel 2021 and later.

• Enabling the PowerPivot add-in within Excel.

Learning objectives:

• Recall the most effective means for converting an obsolete XLS workbook into the modern XLSX or XLSM file formats.

• Recognize the feature in Microsoft 365 that allows you to monitor actions being taken by others in a spreadsheet that you're currently editing.

• Recognize how to enable, customize, and exit Sheet View in Excel to filter and sort data independently in a shared workbook.

Level: Basic

Instructional Method: Group Internet Based

NASBA Field of Study: Specialized Knowledge (2 hours)

Program Prerequisites: None

Advance Preparation: None