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Session: 1
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Sharing and Maintaining


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Workbook
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Explain new features of MS Excel 2013

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• Explain Excel User Interface, Creating a Workbook, and saving and closing a

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workbook
• Explain customization of the Ribbon and Quick Excel Toolbar

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• Explain the procedure to add data using Flash Fill, AutoFill, and AutoComplete

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Explain proofing and management of Add-ins
• Describe built-in and custom templates in Excel

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• Describe worksheet protection and locking/unlocking of cells
• Explain workbook protection, finalization, and encryption of workbook

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• Explain the concept of shared workbooks and the procedure for change tracking


in a shared workbook
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Explain the process of recovering unsaved versions of a file
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 2


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Embedding of Online Pictures in Worksheets

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• In Excel 2013, user can insert online pictures and images directly by
searching various types of sources available online.

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Inserting of Online Apps

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• One of the key enhancements of MS Excel 2013 is the availability of Office
Apps as part of Workbooks.

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• It includes Bing Maps, Mini Calendar, Data Picker app, and many more
from the Microsoft Office Store.

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Connecting to new Data Sources
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• Excel 2013 offers an extensive list of data sources from which one can
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import data as a Table or a PivotTable report.


• It allows importing data from Windows Azure Marketplace and OData Data
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Feed.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 3


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To start Microsoft Excel, perform the following step:

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1. Click File → All Programs → Microsoft → Office Microsoft Excel 2013. The start
screen with available template is as displayed in the following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 4


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To create a new blank workbook, perform the following steps:

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1. Open Microsoft Excel. The available template pane is displayed.

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2. Click Blank Workbook. A new workbook is created as shown in the following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 5


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To save a workbook, perform the following steps:

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1. Click the File tab. The Backstage View is displayed.

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2. Click Save. The Save As dialog box appears.

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3. Select Desktop in the left pane of the Save As dialog box as shown in the

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following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 6


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To close a workbook, perform the following steps:

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1. Click the File tab. The Backstage View is displayed.

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2. Click Close.

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Alternately, perform the following step:

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1. Click the close (X) button on the upper-right of workbook.

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 7


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Ribbon is a strip of buttons and icons located above the work area.

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Ribbon is a replacement of the toolbars and menus present in the earlier versions of

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Excel.

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Ribbon contains several tabs such as Home, Insert, Page Layout, Formulas, Data, and so
forth.

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Each tab consists of several options, which can be seen by clicking the respective tab.

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The Home tab is active by default and the options under the tab are displayed as shown in
the following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 8


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To add a new tab to the Ribbon, perform the following steps:

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1. Click File → Options → Customize Ribbon. Excel displays the Customize the Ribbon

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panel with the Main Tabs selected in the Customize the Ribbon list as shown in the

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following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 9


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2. Under Main Tabs, select the tab after which the new Ribbon tab has to be added.

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The new tab will be inserted after the currently selected tab in the Customize the
Ribbon list.

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3. Select Developer tab and click New Tab. A new tab called New Tab (Custom) is

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inserted with a single group called New Group (Custom) as shown in the following
figure:

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Use the Move Up or


Move Down to move
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the new tab up or


down by one position

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 10


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4. Add commands to this custom group, by selecting them in the Choose Commands

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From box and then click Add.

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 To add the Copy command to the New Group, select the Copy command from

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the Popular Commands list and click Add. The Copy command will be added
to the New Group.

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 Similarly, add commands Cut and Paste to the new group. After adding the

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commands, the screen should look as shown in the following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 11


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5. Rename the custom tab by selecting it and clicking Rename. Type the new tab

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name in the Display Name box, and click OK.

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6. To add another group to the same custom tab, select the tab and click the New

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Group below the list box, and then add all the commands before renaming it.

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7. Click OK on the Excel Options dialog box. The new custom tab appears in the

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Ribbon.

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Following figure shows a new Ribbon tab named My Tab displaying the two groups
with their commands:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 12


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A custom group can be added to an existing Ribbon tab by performing the

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following steps:

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1. Click the existing tab’s name in the Customize the Ribbon list on the Customize

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Ribbon tab of the Excel Options dialog box.

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2. Click New Group. A new group will be added to the existing tab.

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3. Add commands to the new group.

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 13


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A non-Ribbon command can be added to the Quick Access toolbar by performing

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the following steps:

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1. Click Customize Quick Access Toolbar → More Commands option present in the

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drop-down menu.

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2. Select the type of command required from the Choose Commands From list. For
example, to display only non-Ribbon commands, select Commands Not in the

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Ribbon.

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3. Click the command required to be added to the Quick Access toolbar from the list on

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the left and click Add. The command is added and displayed at the bottom of the list
on the right pane.
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4. Click Move Up and Move Down to order commands on the Quick Excel toolbar.
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5. Click OK. This will close the Excel Options dialog box and the selected commands
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appear in the Quick Access toolbar.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 14


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While migrating from Office 2010 to Office 2013, it may be required to export all
customizations.

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Similar is the situation while moving from one workstation to other workstation.

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In order to import or export a customization of Ribbon or Quick Excel Toolbar, click
Import/Export present in the Excel Options dialog box.

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Once the file in .exportedUI format is created, it can be easily imported from the
Customize Quick Excel Toolbar or Customize Ribbon window.
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A customization file contains the settings for both Quick Excel toolbar and the Ribbon,
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therefore, when you move from one workstation to other, the settings can be migrated as
well.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 15


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MS Excel offers three tools namely, Flash Fill, AutoFill, and AutoComplete to

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facilitate faster and easier data entry operations.

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 Features of Flash Fill are:

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Flash Fill is a new data assistant feature that automatically completes the data in a
column in a flash after recognizing the data pattern.

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Flash Fill is case sensitive and works with both alphabetic and numeric data.

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Flash Fill uses data already entered in the sheet and identifies the pattern in a new set of
data.
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Flash Fill avoids use of complex formulae to extract data.
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Flash Fill works well for basic tasks.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 16


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To use Flash Fill, perform the following steps:

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1. Create a datasheet showing the full name of employees in an organization as shown

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in the following figure:

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2. Enter the first name and last name of employee ‘SAM QUERY’ in the FIRST NAME
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column and LAST NAME column. Click column B2 as the name ‘SAM’ is entered on
it.
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3. Click Home → Fill in Editing group.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 17


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4. Click Flash Fill from the dropdown menu. The column is filled with all the first names of
employees. For entering last name on LAST NAME column, click column C2 and follow

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steps 3 and 4.

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 The Flash Fill feature is shown in the following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 18


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To use Auto Fill feature for entering data, perform the following steps:

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1. Open a worksheet.

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2. Enter a day or a month on a cell. Select the cell containing the data and drag the fill
handle. The corresponding data is filled automatically.

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3. To increment a number value with the help of Auto Fill feature, user must fill at least

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two cells. Select the cells containing number values and drag the fill handle.

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4. The next values are filled automatically as shown in the following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 19


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AutoComplete feature in Excel helps to fill in certain data automatically in the spreadsheet.

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It keeps a list of all the pure text or alphanumeric data that has been entered earlier in the spreadsheet.

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Depending on the similarities of labels in a particular column, users may have to type out many letters
until it displays the label name.

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When the AutoComplete feature of Excel displays the required entry in the cell, press ENTER.

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 AutoComplete feature is shown in the following figure:

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The name ‘Clint Dempsey’ already exists in cell A1. Therefore, by typing the first letter of the name in
cell A4, the entire name is displayed on cell A4.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 20


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 The proofing options can be displayed by performing the following steps:

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1. Click File → Options. The Excel Options window is displayed.

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2. Click Proofing tab and then click AutoCorrect Options. The AutoCorrect dialog box is
displayed as shown in the following figure:

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 Select the spelling correction options according to the requirement and then click
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OK.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 21


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Following table lists some of the check box options and their description.

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Check Box
Option Description

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Ignore words in

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Ignore words having all letters in uppercase.
UPPERCASE

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Ignore words that
Ignore words containing numbers.
contain numbers

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Ignore Internet and file Ignore words that are Internet and file addresses. For example:
addresses
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http://www.abcde.com/
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Flag repeated words Display all repeated words.
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Enforce accented
Warns the user of French words containing uppercase letters with missing accent
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uppercase in French mark.


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Suggest from main Display only those words which are present in the main dictionary and are built
into the spell checker. Custom dictionary words are not included in the suggested
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dictionary only
list of words.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 22


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Most of the add-ins can be categorized into three different types such as:

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Excel add-ins
• These add-ins include Excel 97-2003 add-in (.xla), Excel add-in (.xlam), DLL

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add-in (.xll) files, or are automation add-ins.
• Excel add-ins, such as Analysis ToolPak and Solver need to be activated after

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installing MS Office or Excel.

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Downloadable add-ins
• Some additional add-ins such as Get Started tab for Excel can be downloaded

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and installed from Downloads at Office.com.
• This tab enables the user to get started with Excel as it includes links to demos,

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training, and other content.
• After installation of this add-in, Excel should be restarted to activate this tab.
• The tab and its commands can be removed from the Excel ribbon, by
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uninstalling it from the Control Panel.
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Custom add-ins
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• Solution providers and developers design additional add-ins such as custom


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Component Object Model (COM) add-ins, VBA add-ins, automation add-ins, and
XLL add-ins which have to be installed before using them.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 23


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The add-in and its commands after installation and activation are accessed

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from one of the following locations:

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Data tab

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• After installation and activation of the Analysis ToolPak and Solver add-ins, the
Analysis group displays the Data Analysis and Solver commands.

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Formulas tab

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• After installation and activation of the Euro Currency Tools, the Solutions group
displays the Euro Conversion and Euro Formatting commands.

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Add-Ins tab

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• Some of the other add-ins are added to the Add-Ins tab which is added to the
Ribbon after installation and activation of the first add-in.
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• If the Add-Ins tab is not visible, you must exit and restart Excel.
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Other add-ins
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• Other add-ins, namely the Get Started tab, are available either through macros,
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or a tab on the Ribbon, or customized menus.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 24


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An Excel add-in can be activated by performing the following steps:

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1. Click File → Options → Add-ins category. Excel will display the list of available add-ins on the right side.

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2. Click Excel Add-ins from the Manage list.

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3. Click Go. The Add-Ins dialog box appears as shown in the following figure:

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4. Select the check box next to the add-in that has to be activated present in the
Add-Ins Available box.
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5. Click OK.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 25


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An Excel add-in can be inactivated by performing the following steps:

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1. Click File → Options → Add-Ins category.

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2. Click Excel Add-ins from the Manage list.

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3. Click Go.

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4. Clear the check box next to the add-in that has to be inactivated present in the
Add-Ins box.
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5. Click OK.
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In many cases, when an add-in is inactivated, it is removed from its group on the
Ribbon. In other cases, the user may have to restart Excel to remove the
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add-in from the Ribbon.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 26


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Steps to remove an add-in are as follows:

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1. Click File → Exit to exit Excel.

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2. In Microsoft Windows XP, launch Control Panel, and then double-click

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Add/Remove Programs.

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3. Do one of the following:

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 If Excel was installed as a part of Microsoft Office, click Microsoft Office in
the list of installed programs, and then click the Change button.
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If Excel was installed individually, click the name of the program in the list of
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installed programs, and then click the Change button.
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 If the add-in was installed from the Download Center at Office.com, click the
name of the program in the list of installed programs, and then click the
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Uninstall button.
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4. Follow the instructions in the installation program.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 27


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 To find a template in Excel 2013 perform the following steps:

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1. Click File → New.

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2. Under the option, do one of the following:

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 To reuse a template that has been recently used, click Recent Templates,

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select the desired template, and then click Create.
 To use a template that is already installed, click My Templates, select the

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desired template, and then click OK.
 To find a template on Office.com, click the template category under
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Office.com Templates, select the desired template, and then click Download.
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This will download the template from Office.com to the computer.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 28


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To use one of the templates installed with Excel 2013 by performing the following

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steps:

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1. Click File → New. The Available Templates pane appears in the Excel Backstage view.

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2. Click Sample Templates at the top of the Available Templates pane. The available

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installed templates are displayed as thumbnails in the middle pane.

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3. Select the desired template from the middle pane and click Create. Excel opens the

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selected template.

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4. Customize the template according to the requirement.
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5. Save the file with a new name.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 29


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To download a template from Office.com site, perform the following steps:

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1. Click File → New.

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2. Click the category of the template required to be downloaded under Office.com
Templates. The middle pane will display thumbnails for all items available in that

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category.

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3. Select the thumbnail image for the template to be downloaded and then click

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Download present under the template’s preview, on the right side of the Available
Templates pane.

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4. Customize the template according to the requirement.
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5. Give a new name to the file and save it.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 30


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To create a custom template, perform the following steps:

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1. Create an Excel workbook with data, charts, formulas, and so on required for the

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template.

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2. Click File → Save As to launch the Save As dialog box.

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3. Type a name for the template in the File name box. Use some descriptive name to

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make it easily accessible.

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4. Select Excel Template (*.xltx) from the Save as Type list.

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5. Click Save. The file will be saved to the Templates folder by default unless another
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location is specified.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 31


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A worksheet can be protected in the designer by performing the following steps:

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1. Click Review → Protect Sheet in the Changes group. The Protect Sheet dialog box

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appears.

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2. Specify a password.

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3. Trying to modify any cell of the worksheet will prompt Excel to display a message
that the sheet is protected and read-only as shown in the following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 32


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To allow users to edit specific ranges in a worksheet perform the following steps:

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1. Click Review → Allow Users to Edit Ranges in the Changes group. This will display

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the Allow Users to Edit Ranges dialog box as shown in the following figure:

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 If the workbook is protected, first unprotect the workbook to enable the Allow
Users to Edit Ranges option.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 33


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2. Click New. Specify ranges that are unlocked, provide the range password, and users

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who can edit ranges without a password as shown in the above figure.

 To specify the users, click New → Permissions or select an added range and click

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Permissions. This will open the Permissions for Range dialog box.

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3. Click Protect Sheet, provide a password and click OK.

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4. Try to modify cell A5. Excel shows a dialog box asking for a password to unlock the
range.


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However, the users with Allow permission status will be able to edit the range
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without providing a password.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 34


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To turn Off worksheet protection, perform the following steps:

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1. Click Review → Unprotect Sheet option from the Changes group. The Unprotect

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Sheet dialog box is displayed.

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2. Click OK. The worksheet protection has been turned Off and the user can edit the

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worksheet.

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 35


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Cells can be locked in Excel by performing the following steps:

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1. Enter the following data in the cells A1 to D1: 123, 456, 789, 120.

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2. Drag and select the cells A1 and B1.

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3. Click Home → Format option from the Cells group.

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4. Click Lock Cell option from the drop-down menu.

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The option behaves like an ON/OFF button.
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 Since all the cells are locked by default, clicking the Lock Cell option will lead
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to Unlocking of the cells A1 and B1.


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 Thus, cells A1 and B1 will be unlocked whereas cells C1 and D1 will remain
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locked.
 However, locking/unlocking can be observed only after applying sheet
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protection.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 36


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5. Click Review → Protect Sheet. The Protect Sheet dialog box opens.

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6. Check the required options, provide the password (optional), and click OK.

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7. Try to modify cells A1 and B1 by typing one and two in the respective cells. Excel
will allow modification in the cells.

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8. Try to modify cells C1 and D1. Excel gives a message that the cells are protected.

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Since the cells A1 and B1 were unlocked before applying protection, they are
allowed to be edited even after applying protection whereas the locked cells C1
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and D1 cannot be modified after applying sheet protection.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 37


 Cells can be unlocked in a worksheet by performing the following steps:

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1. If the worksheet is protected, click Review → Unprotect Sheet in the Changes

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group.

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2. Type the password, if prompted.

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3. Select the cells to be unlocked. These are the cells that users are allowed to edit
even when the worksheet is protected.

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4. Click Home → Format in Cells group to display the drop-down menu.

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5. Select Format Cells to display the Format Cells dialog box.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 38


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6. Click the Protection tab and click to clear the Locked check box on the Protection

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tab as shown in the following figure:

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7. Click OK.
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8. Protect the worksheet (refer to step 6 in the steps for locking cells). All selected
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cells in the worksheet are now protected except the cells that were unlocked.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 39


 The workbook structure can be protected by performing the following steps:

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1. Click Review → Protect Workbook from the Changes group. The Protect Structure

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and Windows dialog box opens as shown in the following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 40


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2. (Optional) Select the Windows check box to protect any windows settings which the

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user has set up.

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3. Type the password in the Password (optional) box. This password is required to

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remove the protection from the worksheet.

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4. Click OK. When a password is entered in the Password (optional) box, Excel will
open the Confirm Password dialog box. Re-enter the password in the Reenter

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Password to Proceed box, and then click OK.

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 Deletion, rename, move, or additions of a new sheet have been disabled due to
workbook structure protection.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 41


 To remove protection from the current workbook, perform the following steps:

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1. Click Review → Protect Workbook command in the Changes group. The Unprotect

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Workbook dialog box appears.

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2. Type the password (if any) in the Password box and click OK.

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 42


 To apply protection to a shared workbook, perform the following steps:

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1. Click Review → Protect and Share Workbook command button in the Changes

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group. This will open the Protect Shared Workbook dialog box.

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2. Select the Sharing with Track Changes check box.

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3. Type a password in the Password (optional) box and click OK.

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 43


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Final

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Read-only Workbook View-only

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A read-only file cannot In a view-only
be saved using the workbook, nothing can
be changed.
same name.
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 When a finalized document is opened a message appears below the Ribbon. A


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user can override the final status by clicking the button.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 44


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A workbook can be finalized by performing the following steps:

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1. Click File → Info → Protect Workbook in the Permissions tab.

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2. From the drop-down menu select Mark as Final as shown in the following figure:
Excel displays a dialog box in which the user can confirm finalization of the

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workbook.

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3. Click Ok to confirm.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 45


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To protect sensitive information one may want to protect the workbook,

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worksheet, or the entire document.

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 To encrypt a workbook perform the following steps:

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1. Click the File → Info → Protect Workbook. A drop-down menu appears.

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2. Select Encrypt with Password. The Encrypt Document dialog box opens.

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3. Type a password and click OK.

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 46


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A workbook can be shared in Excel 2013 by performing the following steps:

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1. Click Review → Share Workbook from Changes group to display the Share Workbook dialog box.

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2. Select the Allow changes by more than one user at the same time check box. This will also allow
merging the workbook once users make any changes.

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3. Click OK. The workbook is marked as [Shared] as shown in the following figure:

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4. Copy or save the file to a location for future users.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 47


 A workbook can be shared with protection by performing the following steps:

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1. Click Review → Protect and Share Workbook in the Changes group.

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2. Select Sharing with track changes check box in the Protect Shared Workbook dialog
box as shown in the following figure:

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3. (Optional) Type a password for the workbook and click OK.


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4. Save the workbook if a prompt appears. The shared workbook should be saved at a
place in the network where it can be accessed by other users.
© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 48

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Some important points about change tracking are as follows:

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Change tracking is different from undo and backup
• One cannot use the change history to undo changes or restore the workbook to

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an earlier version.

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All changes are not tracked
• Changes made to contents of a cell are tracked, but some changes are not

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tracked. For example, formatting changes are not tracked.

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Specific duration for storage of change history

workbook size manageable.


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• By default, change tracking stores change history for 30 days to keep the

• However, it allows the user to increase or decrease the number of days as


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required.
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Periodic deletion of change history

• To calculate the time of change history, Excel counts back from the current date.
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• Every time the user closes a workbook, Excel deletes the change history before
the number of days that were in effect when the user last saved the workbook.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 49


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Different ways to use change tracking are as follows:

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Onscreen highlighting

• Changed sections of an Excel worksheet are highlighted with a different color for

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every user.
• Excel also displays some basic details as a comment when the mouse hovers

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over a changed cell.

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History tracking

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• Excel allows displaying the list of changes and their details on a separate history
worksheet.

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• This helps a user to filter the changes of interest.
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Reviewing of changes
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• Excel allows a user to go through the changes one by one to make it easy to
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decide whether to the change is to be accepted or rejected.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 50


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To turn On change tracking in a workbook, perform the following steps:

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1. Click Review → Share Workbook in the Changes group.

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2. Click Editing and select Allow changes by more than one user at the same time

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check box in the Share Workbook dialog box.

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3. Click the Advanced tab and click Keep change history for under Track changes.

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 51


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4. Type the number of days of keeping the change history in the Keep change history
for days box, as shown in the following figure:

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5. Click OK. If a prompt appears to save the workbook, click OK.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 52


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1. Click Review → Track Changes in the Changes group.

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2. Click Highlight Changes. This will open the Highlight Changes dialog box.

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3. Select the Track changes while editing check box in the Highlight Changes dialog

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box.

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4. Select the When check box under Highlight which changes and select the desired
option from the When list.

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5. Select the Who check box to specify the users whose changes are to be highlighted

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and then, select the appropriate user from the Who list.
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6. Select the Where check box to specify the worksheet range where the changes
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have to be highlighted and then type the cell reference of the worksheet in the
Where box.
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7. See that the Highlight changes on screen check box is selected and click OK. If
prompted, save the workbook and make the desired changes on the worksheet.
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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 53


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 To turn Off change highlighting perform the following steps:

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1. Click Review → Track Changes → Highlight Changes in the Changes group.

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2. Clear the Track changes while editing check box in the Highlight Changes dialog

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box.

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 54


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To keep a copy of the history, you can print the history worksheet by performing the

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following steps:

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1. Click Review → Track Changes → Highlight Changes in the Changes group.

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2. Select the When check box under Highlight which changes, and then select All from the When list.

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3. Clear the Who and Where check boxes and select the List changes on a new sheet check box and

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click OK.

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4. Now, do any one of the following:


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Print the history sheet by clicking File → Print, select the desired print options, and then click Print.
Copy the change history to another workbook by selecting the cells required to be copied by pressing
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CTRL+C, move to another workbook, click the cell where copied cells have to be placed, and press
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CTRL+V.

5. Click the Review tab and then in the Changes group, do one of the following:
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For a protected shared workbook, click Unprotect Shared Workbook → type the password (if required) →
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 click OK.
 For an unprotected shared workbook, click Share Workbook → Don t keep change history on the
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Advanced tab.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 55


 To view the tracked changes, perform the following steps:

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1. Click Review → Track Changes → Highlight Changes in the Changes group.

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2. To select the changes that are required, perform the following actions:

 To view all the track changes, select the When check box → click All in the

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When list → clear the Who and Where check boxes.

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 To view the changes done after a particular date, select the When check
box → click Since date in the When list, and then type the date for which
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changes have to be reviewed.


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 To view changes made by a specific user, select the Who check box → select
the user from Who list whose changes need to viewed.
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 To view changes done to a specific set of cells, select the Where check box
and type the cell range which has to be reviewed for changes.
© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 56
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3. Do the following to specify how the changes have to be highlighted:

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 To highlight changes on a worksheet, select the Highlight changes on screen

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check box. User can view the change details when the mouse hovers on the

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cell.
 To create a change history list on a separate worksheet, select the List

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changes on a new sheet check box.

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 57


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To accept or reject changes, perform the following steps:

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1. Click Review → Track Changes → Accept or Reject Changes in the Changes group. This will open the

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Select Changes to Accept or Reject dialog box as shown in the following figure:

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2. If a prompt appears to save the workbook, click OK.
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3. Do the following in the Select Changes to Accept or Reject dialog box:


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 For accepting or rejecting changes made after a certain date, select When
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check box → click Since date in the When list, and then enter the date for
which the changes have to be viewed.
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 For accepting or rejecting changes made by other users, select the Who check
box → select the user in the Who list whose changes have to be reviewed.
© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 58
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 For accepting or rejecting changes made by all users, clear the Who check

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box.

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 For accepting or rejecting changes made in a specific section, select the
Where check box → type the cell reference of the worksheet range.

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 For accepting or rejecting changes to the entire workbook, clear the Where

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check box.

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4. Click OK and then start reviewing the information about each of the changes in the Accept or Reject
Changes dialog box as shown in the following figure:

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5. Click Accept or Reject to accept or reject a change. If Excel prompts to select a value for a cell, click
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the required value, and then click Accept.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 59


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1. Click Review → Track Changes → Highlight Changes in the Changes group.

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2. Select the When check box under Highlight which changes and then select All in the

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When list.

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3. Clear the Who and Where check boxes → select the List changes on a new sheet
check box → click OK. Excel displays the history of changes made to the

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worksheet in a new worksheet named History as shown in the following figure:

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4. Click the filter arrows in the history worksheet next to the column labels to find the
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required information.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 60


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The last auto-saved draft version of the file can be opened by performing the

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following steps:

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1. Open Excel 2013.

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2. Click File → Recent → Recover Unsaved Workbooks. The Open dialog box is

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displayed displaying the saved drafts folder as shown in the following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 61


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3. Select the file and click Open.

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4. Click Save As appearing in the business bar to save the file as shown in the

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following figure:

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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 62


 The unsaved files can be accessed by performing the following steps:

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1. Open Excel 2013 and then open a new file or any existing file.

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2. Click File → Info → Manage Versions → Recover Unsaved Workbooks as shown in

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the following figure:

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3. Select the file and click Open. In the business bar at the top of the file, click Save As
to save the file.

© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 63


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Excel 2013 includes the Ribbon which is a strip of buttons and icons located above the

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work area.

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 Excel allows customization of the Ribbon to create a separate tab for all the frequently
used commands.

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 Flash Fill, AutoFill, and AutoComplete helps to fill data that follows a pattern,

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automatically in a worksheet.

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 Proofing involves reading of each word as well as punctuation mark in a document
carefully while looking for errors.

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 The worksheet protection feature in Microsoft Office Excel helps prevent users and


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code from modifying objects in a worksheet.
Change tracking allows a user to track, maintain, and display information about the
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changes that are made to a shared workbook.
 The change history helps to identify any changes made to the workbook which the
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user can accept or reject according to requirement.


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© Aptech Ltd. Sharing and Maintaining Workbook/Session 1 64

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