K2'S Supercharging Your Spreadsheet Collaboration

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

• Collaboration methods using Microsoft Office and Microsoft 365
• Ways to track changes to sheets and compare different versions of a file
• Tools for sharing and responding to comments among a team from within a file

Prerequisites

Working knowledge of Microsoft Office Excel

Designed For

Accounting and financial professionals seeking to enhance their spreadsheet collaboration efforts

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