Collaboration and Workbook Sharing

Conflict Issues

Two users may try and change the contents of a cell at the same time Conflict Resolution dialog box opens for second users, change is based on settings selected

Comment

a notation attached to a cell to pose a question or provide commentary Comment indicator: colored Red triangle in the top right corner of a cell Can edit, delete, show, hide a comment, can print on another page

Document Property

an attribute that describes a file (Author's name, title, subject, creation data, keywords, revision data, company)

Set the User Name

can be used to identify who authored or edited this workbook

Customize the Ribbon

can create new tabs and groups, add/remove commands, and reset the ribbon Use the feature when you use particular commands frequently

Customizable Excel Options

color scheme, formula rules, automatic corrections, autocomplete rules, items display on screen

Compare and Merge

combines shared wbs into one wb so you can decide what changes to keep --> only works with copies of a shared workbook Changes are indicated by different color borders and top left triangles representing different users who made the changes to the shared workbook (workbookname-lastnameuseer)

Mark as Final

communicates that it is a final version and makes the file read-only

Quick Access Toolbar

contains three commands: Save, Undo, Redo --> can customize with frequently used commands

Compatibility Checker

detects data and features that are not compatible with previous versions of Excel

Document Inspector

detects hidden and personal data in a workbook for removal

Accessibility Inspector

detects issues that could hinder a disabled person's ability to use a workbook

Network Permissions

determines who has rights to open and modify files Owner, Read-Only

General Tab

displays file name, type, location, size, creation/modification/last accessed date

Properties Dialog Box

displays more than just property list General Tab, Summary, Statistics, Contents, Custom Tab

Summary

displays properties the user can enter and change such as title, subject, author, manager, company, category, keywords and comments

Contents

displays the worksheet names contained in the workbook

History Worksheet

does not track font changes or hiding/unhiding columns or rows

Digital Signature

electronic, encrypted notation that stamps a document to authenticate the contents, confirms that a particular person authorized it, marks the workbook as final obtain it from a certified authority

Custom tab

enables the user to create and maintain custom properties for the current workbook, such as Department, Project, and Purpose.

Document Panel

enables you to enter the author, title, subject, keywords, category, status, and comment properties while working on the workbook

Shared Workbooks

files that enable multiple users to make changes at the same time and allows everyone to see the changes made can see the current users who have it opened

Excel Options Dialog Box

permits you to change a variety of settings contained in the options category: general, formulas, proofing, save, language

Owner

person who created workbook and designates it as shared, controls user access and resolves conflicts

Workbook Information

preparing the workbook for sharing and protecting the workbook Remove your fingerprints from the file (important when distributing the workbook)

Signature Line

similar to a signature line in a printed document, such as a contract or legal document

Feedback

takes form of Error: difficult for disabled to view Warning: difficult to understand Tip: understandable, but can be presented or organized better

Non-Shareable

-only one person can work on the workbook at the same time -Second person receives File in Use notice

Network Issues

Last person to make changes decides which changes to accept --> can be issue if least knowledgeable person is last one to make changes

Change Tracking

Records certain types of changes made in a workbook, NOT ALL

Statistics

includes creation, modified, accessed and printed dates

Protection

includes marking workbook as final, encrypt workbook with a password, add digital signature, add signature line

Metadata

pieces of data that describe other data

Collaboration

when multiple people work together to achieve a common goal by using technology to edit the contents of a file Tools: share, compare and merge, comments, track changes