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Excel Excel Document Management Tips and Tricks By David H. Ringstrom, CPA You’ve likely experienced that flash of panic that occurs when suddenly the Excel spreadsheet you’ve been laboring over unexpectedly vanishes off of your screen. I’ve certainly gotten lost in my work innumerable times over the years and forgotten to save periodically. This often sets the stage for any of a number of bad things to happen: your computer crashes; the power goes out; you close the wrong workbook without saving—the list goes on and on. Fortunately in Excel 2010 and later you have pretty good odds of being able to recover your work.

“Fortunately you have pretty good odds of being able to recover your work.”

David H. Ringstrom

Recovering Unsaved Excel Workbooks Microsoft Excel has long had a Document Recovery feature that in many cases will present a list of workbooks that were open at the time that Excel crashes unexpectedly. Ostensibly Excel creates a back-up copy of your document every 10 minutes, and it’s these back-up files that are presented to you after a crash. However, if you close the Document Recovery window without making a selection, those back-up files are lost forever. Fortunately in Excel 2010 and later you have a couple of additional recovery options: •

Follow the steps shown in Figure 1.

Click File, Info, and then Manage Workbook in Excel 2016 (or Manage Versions in Excel 2010/2013), and then Recover Unsaved Workbooks.

Figure 1: You may be able to recover an unsaved workbook in Excel 2010 and later. Choose File / Open (or Recent in Excel 2010) / Recover Unsaved WorkBooks

In either case an Open Dialog box will appear from which you can choose any workbooks that Excel has saved copies of on your behalf. Excel removes these files after a couple of days. There’s still more to learn about this feature in Excel, including how to have Excel create backup copies on a more frequent basis, managing protected view, creating an automatic back-up of specific spreadsheets, streamlining access to files and folders, and faster ways to convert spreadsheets to PDF format.






This article is continued at

CPE Link Fall/Winter 2016 Magazine  
CPE Link Fall/Winter 2016 Magazine