9- Sharing Worksheets

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91- Protecting a Worksheet Play Video

Protect worksheet elements:

1)  Select the worksheet that you want to protect.

2)  To unlock any cells or ranges that you want other users to be able to change, do the following:

·        Select each cell or range that you want to unlock.

·        On the Home tab, in the Cells group, click Format, and then click Format Cells.

Excel Ribbon Image

·     On the Protection tab, clear the Locked check box, and then click OK.

3)  To hide any formulas that you don’t want to be visible, do the following:

·     In the worksheet, select the cells that contain the formulas that you want to hide.

·     On the Home tab, in the Cells group, click Format, and then click Format Cells.

·     On the Protection tab, select the Hidden check box, and then click OK.

4)  To unlock any graphic objects (such as pictures, clip art, shapes, or Smart Art graphics) that you want users to be able to change, do the following:

·     Hold down CTRL and click each graphic object that you want to unlock.

5)  This displays the Picture Tools or Drawing Tools, adding the Format tab.

6)  You can also use the Go To command to quickly select all of the graphic objects in a worksheet. On the Home tab, in the Editing group, click Find & Select, and then click Go To. Click Special, and then click Objects.

·     On the Format tab, in the Size group, click the Dialog Box Launcher Button image next to Size.

·     On the Properties tab, clear the Locked check box, and if present, clear the Lock text check box.

7)  You don’t need to unlock buttons or controls for users to be able to click and use them. You can unlock embedded charts, text boxes, and other objects created with the drawing tools that you want users to be able to modify.

8)  On the Review tab, in the Changes group, click Protect Sheet.

Excel Ribbon Image

9)  In the Allow all users of this worksheet to list, select the elements that you want users to be able to change. Worksheet elements

Chart sheet elements

           

          In the Password to unprotect sheet box, type a password for the sheet, click OK, and then retype the password to confirm it.

 

Protect workbook elements:

1.  On the Review tab, in the Changes group, click Protect Workbook.

Excel Ribbon Image

2.  Under Protect workbook for, do any of the following:

·        To protect the structure of a workbook, select the Structure check box.

·        To keep workbook windows in the same size and position each time the workbook is opened, select the Windows check box.

Workbook elements

3.  To prevent other users from removing workbook protection, in the Password (optional) box, type a password, click OK, and then retype the password to confirm it.

 

92- Sharing Worksheets Play Video

Share a workbook:

1)  Create a new workbook and enter any data that you want to provide, or open an existing workbook that you want to make available for multiuser editing.

2)  On the Review tab, in the Changes group, click Share Workbook.

Excel Ribbon Image

3)  On the Editing tab, select the Allow changes by more than one user at the same time. This also allows workbook merging check box.

4)  On the Advanced tab, select the options that you want to use for tracking and updating changes, and then click OK.

5)  Do one of the following:

·     If this is a new workbook, type a name in the File name box.

·     If this is an existing workbook, click OK to save the workbook, click Microsoft Office Button Button image , and then click Save As.

6)  In the Save in box, select a network location that is accessible to the intended users, and then click Save.

7)  If the workbook contains links to other workbooks or documents, verify the links and update any links that are broken, and then click Save Button image on the Quick Access Toolbar, or press CTRL+S.

Quick access toolbar

Edit a shared workbook:

After you open a shared workbook, you can enter and change data as you do in a regular workbook.

Open the shared workbook.

1)    Click Microsoft Office Button Button image , and then click Open.

2)    In the Look in box, locate the network location where the shared workbook is stored, and then click the shared workbook.

3)    Click Open.

4)    Click the Microsoft Office Button Button image , and then click Excel Options

5)    In the Popular category, under Personalize your copy of Office, in the User Name box, enter the user name that you want to use to identify your work in the shared workbook, and then click OK.

6)    Enter and edit data on the worksheets as usual.

 

Tip  You can also go to the network location where the shared workbook is stored and double-click the shared workbook to open it.

Stop sharing a workbook:

Before you stop sharing the workbook, make sure that all other users have completed their work. Any unsaved changes will be lost. Because the change history. will also be deleted, you may want to start by printing the History worksheet. or by copying it to another workbook.

To keep a copy of the change history information, do the following:

1)  On the Review tab, in the Changes group, click Track Changes, and then click Highlight Changes.

Excel Ribbon Image

2)  In the When list, select All.

3)  Clear the Who and Where check boxes.

4)  Select the List changes on a new sheet check box, and then click OK.

5)  Do one or both of the following:

§  To print the History worksheet, click Microsoft Office Button Button image , and then click Print.

§  To copy the history to another workbook, select the cells that you want to copy, click Copy Button image on the Home tab in the Clipboard group, switch to another workbook, click where you want to place the copied data, and then click Paste Button image on the Home tab in the Clipboard group.

Excel Ribbon Image

6)  You may also want to save or print the current version of the workbook, because this history data might not apply to later versions of the workbook. For example, cell locations, including row numbers, in the copied history may no longer be current.

 

Ø  In the shared workbook, on the Review tab, in the Changes group, click Share Workbook.

Ø  On the Editing tab, make sure that you are the only person listed in the Who has this workbook open now list.

Ø  Clear the Allow changes by more than one user at the same time. This also allows workbook merging check box.

If this check box is not available, you must first unprotect the workbook. To remove shared workbook protection, do the following:

1)  Click OK to close the Share Workbook dialog box.

2)  On the Review tab, in the Changes group, click Unprotect Shared Workbook.

3)  If you are prompted, enter the password, and then click OK.

4)  On the Review tab, in the Changes group, click Share Workbook.

5)  On the Editing tab, clear the Allow changes by more than one user at the same time. This also allows workbook merging check box.

Ø When you are prompted about the effects on other users, click Yes.

 

93- Track Changes Play Video

Are you looking for a way to track changes made to an Excel spreadsheet. In an earlier post, I wrote how you can protect an Excel workbook using a password, but there are many cases where you have to distribute a file and allow others to edit it also.

In these types of cases, it’s handy to be able to track any changes made to the original Excel spreadsheet. Tracking changes in Excel is fairly straight-forward and here’s how you do it.

First, open Excel and click on the Review ribbon. At the far right, you should see an option called “Track Changes”.

excel track changes

Click the button and choose Hightlight Changes. You’ll get a dialog box where you now need to check off the option “Track change while editing. This also shares your workbook”.

track changes

You have several options here for When, Who, and Where. For When, All means every change will be highlighted. You also have the option of highlighting changes from the last time you saved the document, since a specific date, or changes that have not yet been reviewed.

If you select Who, you can choose to track changes made by anyone or changes made by everyone except you. The Where filter allows you to track changes only for a specific portion of the spreadsheet. Just click the button at the right and select the range of cells you want to keep track of.

Finally, you can un-check the Highlight changes on screen option if you do not want others to know you are tracking changes. By default, once you start tracking and this option is selected, any changed cell will show a small arrow at the top left to indicate it was changed.

excel changes

If you deselect the Highlight changes on screen option, that little blue arrow won’t show up. Also, if you click on a changed cell (with Highlight changes on screen turned on), you’ll get a little popup window showing what the value was changed from and to and at what time.

track changes in excel

So what you can do, for example, is hide the changes on the screen by not checking the box, then send out your file to everyone who has to make changes to it, and when you get it back, just go to Track Changes and Highlight Changes and recheck the box!

After this, you’ll need to either approve or reject the changes. So even though someone has made a change, it does not necessarily have to be permanent. You can review all the changes and pick and choose which ones you want to keep or want to discard.

Simply click on Track Changes and choose Accept/Reject Changes. Select the options to choose which changes you want to accept or reject. So whatever options you selected when turning on change tracking the first time, choose those again.

Click OK and Excel will begin to show you each change that was made and give you the option to Accept or Reject.

accept changes excel

After you have finished reviewing all of the changes you can click on Track Changes again and Highlight Changes and you’ll notice that the box for “List changes on a new sheet” is now enabled. For some reason this option is not enabled the first time you turn on change tracking in Excel.

Check the box and click OK and now all of the changes that were performed will be shown in a new Excel sheet:

 

excel changes track  

 

That’s it! Now you can track any changes made to your Excel spreadsheet easily by using this built in feature.

 

 

 

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