BITM Exam 3 : Set 3

customizable excel options

- color scheme - formula rules - automatic corrections - autocomplete rules - items display onscreen

Conflict Issues

- several users are working with shared workbooks, conflicts can arise. Two users may try and change the contents of a cell at the same time. *When this happens the Conflict Resolution dialog box opens for the second user.* The change is then resolved based on the settings selected in the Shared Workbook dialog box.

What should you do to finalize your workbook?

Check for issues using document inspector, accessibility checker, and compatibility checker Protect the workbook by marking it as final and encrypting it, adding a digital signature, and a signature line

How to display document panel?

Click properties Select Show Document Panel

To Customize the Quick Access Toolbar

Click the Customize Quick Access Toolbar to the right of the Quick Access Toolbar Select More Commands Select the Commands by using Add/Remove options Click OK

To insert a comment in a cell

Click the cell in which you want to insert the comment Click the Review tab Click New Comment in the Comments group Click Insert Comment and type the text Click outside the comment box

Print Comments on separate page

Comments do not print by default when printing the worksheet. The Sheet tab in the Page Setup dialog box contains two options for printing comments: As displayed on sheet option, prints the visible comment boxes where they are located onscreen. At end of sheet to print option prints the comments on a separate page

Protection feautures

Mark workbook as final Encrypt workbook with a password Add digital signature Add signature line

Workbook distribution

Save a workbook in different formats: .xls, .ods, .pdf, .csv to name a few Send a workbook to others: E-mail the Web through SkyDrive Sharepoint site

Compare and Merge Workbooks

This combines the shared workbooks into one workbook so that you can compare the changes and decide which ones to keep.

Customize the Ribbon

Use the customize Ribbon feature when you use particular commands frequently

Can you import and export after customizing the Quick Access Toolbar?

Yes

Set the User Name

You use this feature to identify who authored or edited this workbook. To access this feature: Click the File tab. Click Options ( By default, the General tab is selected. If it is not, click it). Type your name in the User name box.

Comment indicator

a colored triangle in the top-right corner of a cell to indicate that cell contains a comment *Red triangle Appearing in the upper-right corner of a cell *

Comment

a notation attached to a cell to pose a question or provide commentary

document property

an attribute that describes a file: - author's name - subject - creation date - keywords - title - company - revision date

Customize Quick Access toolbar

by default the toolbar contains three commands: Save, Undo, Redo -You can customize it by adding frequently used commands like Spelling checker and Print Preview

How to turn on track changes?

click review tab

How to turn off track changes?

click track changes in the changes group

Mark as final command

communicates that it is a final version and makes the file READONLY

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 Click the File tab and Info Click Check for Issues Select Inspect Document Select the check boxes Click Inspect to display the inspection results

Accessibility Checker

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

Network permission

determine who has rights to open and modify files

Document panel

enables you to enter the Author, Title, Subject, Keywords, Category, Status, and Comments properties while working on the workbook

Feedback

error warning tip

How to add files to compare and merge?

hold down the CTRL key every time you click on a file that you want to include

Shared workbook

is a file that enables multiple users to make changes at the same time AND allows everyone to see the changes made

owner

is the person who created the workbook and designates it as shared *controls user access and resolves conflicts*

What doesn't the log do?

it doesnt track font changes or hiding/unhiding columns or rows

collaboration

occurs when multiple people work together to achieve a common goal by using technology to edit the contents of a file

Non-Shareable

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

Excel Options dialog box

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

metadata

pieces of data that describe other data

Why should you remove your "fingerprints"?

protect your workbook when sharing information *remove attributes that indicate your work on the workbook

Change tracking

records certain type of changes made in a workbook *Track changes does NOT track all changes* Some excel features are disabled with Change Tacking or shared workbook

collaboration tools

share, compare and merge comments track changes

Customizing Excel

think of Excel Options dialog box as the control center

should you want to create a list of changes in a history w-sheet?

yes, before accepting and rejecting changes

What to do before using the document inspector?

you should save the workbook as a and then run Document Inspector on the duplicate workbook because you cannot always restore all data that Document Inspector removes.