Module 7
Module 7
40571A
Microsoft Excel expert 2019
Module 7: Collaborating with other people
Collaborating with other people
Contents
Contents ................................................................ 2 Unprotect a worksheet ...................... 18
Module overview .............................................. 4 Activity: Discuss and learn ................ 19
Description ...................................................... 4 Try-it: Restrict editing ......................... 19
Scenario ............................................................ 5 Try-it ........................................................... 20
Cornerstone .................................................... 5 Topic 2: Help protect worksheets and
Lesson 1: Managing workbooks ................ 6 cell ranges ..................................................... 20
Activity: Show and tell ........................... 9 Name a cell or cell range .................. 25
Topic 2: Use the AutoRecover feature 9 Activity: Discuss and learn ................ 26
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Module overview
Description
After you’ve created your workbook, you can maintain and share it by using the options
that Microsoft Excel 2019 provides. There might be times when you need to review a
previous version of your work, for example. Or you might need to protect your
workbook from changes that others make or collaborate with individuals on your work.
At the end of this module, you’ll be able to revert to older workbook versions, set
AutoRecover feature options, protect a workbook's structure and content, and manage
comments.
The following table outlines the lessons in this module and their corresponding learning
objectives.
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Scenario
Munson's Pickles and Preserves Farm has asked you to provide data to the marketing
department. This data must be real-time data, but the marketing department shouldn't
be able to change the data that you provide. Your task is to set up the data file for
sharing, with restricted access to editing the file.
Cornerstone
After all the work you completed in Module 3 for the Community Supported Agriculture
(CSA) team, you need to share data with the marketing team for their use in creating a
social-media campaign for the farm's new CSA program. The data will be constantly
updated so that the marketing team has the latest information to share on social media.
They’ll need to have ongoing access to the Excel workbook. To protect the data, you
need to restrict their ability to make changes and allow them only to copy data for their
use and add comments.
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Warm-up
Use these questions to find out what you already know about this lesson’s topics:
1. You were working on a large Excel workbook that you haven't saved, and your device
just stopped responding. How can you get your work back?
Select the correct option.
a. Use the Print command to print the workbook.
b. Reopen Excel, and then use the AutoRecover task pane.
c. Use the Info tab and inspect the workbook.
d. You can't get your worksheet back. It is gone.
2. Which of the following is a true statement about version history?
Select the correct option.
a. You can only view the current version.
b. Version history only stays in memory for 24 hours.
c. You can only maintain version history by saving multiple copies of a file.
d. You can restore an older version of a file.
3. Someone has altered the work in your workbook. If you use the Select here to enter
text. option, you can restore your original work.
Fill in the blank space.
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4. In the Save As dialog box, enter a name for the file in the File name area.
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Additional information
To review information on restoring previous versions, go to: View
previous versions of Office files
Resources required
Your teacher will use the following resources for this activity:
• L1_T1_act_solar_data.xlsx in this lesson’s Learning Activity Resources.
Activity instructions
Follow along as your teacher demonstrates these instructions:
1. Select the File tab.
2. Set the file to save to OneDrive.
3. Select the File tab, and then select History.
4. The Version History task pane is displayed.
5. Select one of the listed versions to open in a separate window.
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responding or after a power loss, the AutoRecover task pane will appear and the most
recently saved version will be reinstated.
4. Use the scroll box to enter a frequency in minutes that you wish to have your work
recovered automatically.
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Resources required
You’ll need the following resources for this activity:
• Open a blank workbook or any previously used Excel file found in this lesson’s
Learning Activity Resources.
Activity instructions
Participate in the activity by following these questions as your teacher leads a classmate
in the demonstration:
• Which tab do you think you would use to find the AutoRecover option? Explain your
choice.
• Within your tab choice, which area do you think would be the best option to
proceed? Explain your choice.
• What does the AutoRecover feature do? Does defining AutoRecover help to guide
you in finding the option?
• What is the default interval that Excel sets for AutoRecover?
• What interval do you plan to set AutoRecover? Why did you choose that interval?
• What other options do you notice within the same area where you set options for
AutoRecover? Do you find options for AutoRecover location or exceptions?
Try-it 1
Resources
You’ll need the following resources for this try-it:
• Open L1_T2_try1_solar_data_starter.xlsx in this lesson’s Learning Activity
Resources.
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Instructions
The following are the general tasks that you must perform during this try-it:
1. Set the AutoRecover option to a 15-minute interval.
2. Save your work.
Try-it 2
Resources
You’ll need the following resources for this try-it:
• Open L1_T2_try2_solar_data_starter.xlsx in this lesson’s Learning Activity
Resources.
Instructions
The following are the general tasks that you must perform during this try-it:
1. Set the AutoRecover option to a 5-minute interval.
2. Disable AutoRecover for this workbook only.
3. Save your work.
Wrap-up
Use these questions to check what you learned in this lesson:
1. Which of the following can you change within AutoRecover?
Select all that apply.
a. Location where the autorecovered workbook is saved
b. The type of file format that the workbook is saved in
c. The time interval defining how often the workbook is saved
d. Disabling AutoRecover for a workbook
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2. List the following steps in the appropriate order for creating an AutoRecover setting.
Indicate the correct sequence by adding numbers 1-4 next to the following items.
a. Select Options. Select here to enter text.
b. Set the time interval. Select here to enter text.
c. Select Save. Select here to enter text.
d. Select the File tab. Select here to enter text.
3. Correctly categorize the processes listed below into one of the following two
categories:
o Version history
o AutoRecover
Categorize the following items by adding the appropriate group name next to each
item.
a. Happens at a user-set time Select here to enter text.
b. Is created each time a workbook is saved Select here to enter text.
c. Prompts the recovery of unsaved work when a device stops responding or there
is a power outage Select here to enter text.
d. Can be used to compare versions Select here to enter text.
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Warm-up
Use these questions to find out what you already know about this lesson’s topics:
1. Which of the following can you prevent by protecting a worksheet's structure?
Select the correct option.
a. Editing data within the worksheet
b. Adding rows and columns to the worksheet
c. Adding, deleting, or moving worksheets
d. Opening the worksheet requires a password
2. Which of the following can you complete with a comment?
Select the correct option.
a. Post a response to a comment.
b. Resolve a comment.
c. Users can make their own comments.
d. All of the above.
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Share a workbook
To share a workbook, perform the following steps:
1. Select the Share option on the top-right corner of the Excel window. You could also
select File and then select Share.
2. Enter the email addresses of the people with whom you wish to share the workbook.
3. Add a message if necessary.
4. Select Send.
5. Owners of the email addresses will receive a copy of your file and will be able to
open and edit it.
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3. Select one of the following sharing options within the Protect Workbook menu:
o Always Open Read-Only. Anyone can display the workbook, but no one can
make changes to it.
o Encrypt with Password. Only those with a password can open the workbook.
o Protect Current Sheet. The sheet within the workbook that is currently open is
protected.
o Protect Workbook Structure. Others can display the workbook, but cannot add,
delete, move, or display hidden sheets.
o Restrict Access. Others can access the workbook but have restricted access.
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o Add a Digital Signature. The creator can add an invisible signature to the
workbook.
o Mark as Final. Anyone displaying the workbook knows that this is the final
version.
4. Enter a password in the Encrypt Document dialog box and confirm the password.
5. To protect a worksheet, select Protect Current Sheet.
6. In the Protect Sheet dialog box, select the items that you wish to permit all users of
this worksheet to be able to do from those listed.
7. Enter a password in the Password to unprotect sheet box, as the following
screenshot depicts.
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8. Confirm the entered password in the Confirm Password dialog box, as the following
screenshot depicts.
9. Select OK.
The worksheet is now protected with the password. Users can only edit it if you remove
protection by using the entered password.
Unprotect a worksheet
1. Open the worksheet to unprotect.
2. Select File, and then select Info.
3. In the Protect Workbook area that the following screenshot depicts, select
Unprotect.
4. In the Unprotect Sheet dialog box, enter the password that you used to protect the
worksheet, as the following screenshot depicts.
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The worksheet is now unprotected, and anyone can edit the file.
Additional information
To review a video on sharing your Excel workbook, go to: Share your
Excel workbook with others
Additional information
For more information on protecting worksheet, go to: Protect a
worksheet
Resources required
Your teacher will use the following resource for this activity:
• L2_T1_act_solar_data_starter.xlsx in this lesson’s Learning Activity Resources.
Activity instructions
Follow along as your teacher completes the activity by following these instructions:
1. Use the Share option to share the workbook with a classmate.
2. Password protect the workbook by using the password Fl0w3r721.
Compare the options for restricting the editing of a workbook to using a password to
protect a workbook. Can you name a scenario in which you might use each option?
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Try-it
Resources
You’ll need the following resources for this try-it:
• Open L2_T1_try_solar_data_starter.xlsx in this lesson’s Learning Activity Resources.
Instructions
The following are the general tasks that you must perform during this try-it:
1. Protect the worksheet from editing by using the password mUn50n57211.
2. Save your work.
3. Share your work with a classmate.
4. Open the file shared with you by your classmate and use the password to access the
file.
Unlock cells
The first step in the process of restricting access to specific cells within a workbook is to
determine which cells you want to preserve. Often, cells containing a formula calculation
are important and need to be preserved from edits by others.
Identify those cells that you want to allow others to edit within your workbook. This
might seem counterproductive, but you need to identify those cells that can be edited
prior to locking the rest of the workbook.
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1. Select the cells that you want to allow the user to edit.
2. Right-click or access the context menu anywhere within the worksheet, and then
select Format Cells, as depicted in the following screenshot.
3. In the Format Cells dialog box, select the Protection tab, as the following
screenshot depicts.
Figure 11: Format Cells dialog box with the Protection tab selected
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Lock cells
1. Select the Review tab.
2. In the Protect group, select Protect Sheet, as the following screenshot depicts.
3. In the Protect Sheet dialog box, you can select areas of the worksheet that you want
users to be able to change. The Select unlocked cells option is selected by default,
as the following screenshot depicts. Therefore, users will be able to edit the cells that
you unlock.
4. You can choose to enter a password to access any locked areas if you wish. Entering
a password prevents others from unlocking the cells that you have locked.
5. After making your choices, select OK.
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3. In the Allow Users to Edit Ranges dialog box, select New, as the following
screenshot depicts.
4. In the New Range dialog box, enter a name for the range of selected cells in the
Title box, as the following screenshot depicts.
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5. Enter a password in the Range password box, and then select OK.
6. Confirm the password in the Confirm Password dialog box.
7. Select OK.
8. In the Allows User to Edit Ranges dialog box, select Protect Sheet.
9. In the Protect Sheet dialog box, enter a password.
10. Confirm the password.
Unprotect a worksheet
Use the following procedure to unprotect a worksheet.
1. On the Review tab, in the Protect group, select Unprotect Sheet, as the following
screenshot depicts.
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2. In the Protect Structure and Windows dialog box, enter a password if you want to
password-protect the workbook structure, and then select OK, as the following
screenshot depicts.
3. Reenter the password in the Confirm Password dialog box, as the following
screenshot depicts, and then select OK.
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3. Select the Enter key to save the name for the cell or cell range.
Additional information
For more information on protecting worksheets, go to: Protect a
worksheet
For more information on protection and security in Excel, go to:
Protection and security in Excel
Resources required
You’ll need the following resource for this activity:
• Open L2_T2_act_time_sheet.xlsx in this lesson’s Learning Activity Resources.
Activity instructions
Participate in the activity by following these instructions:
With the Time Sheet tab open, answer the following questions:
• Are there cells that you might want to protect from editing? Which cells are those?
• Are there cells that you would want users to edit? Which cells should users be able to
edit?
• Why did you make each of these decisions?
• Which type of protection would serve best to provide protection for this workbook?
• How would you name or label each area that you would want to protect?
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Try-it 1
Resources
You’ll need the following resources for this try-it:
• Open L2_T2_try1_time_sheet_starter.xlsx in this lesson’s Learning Activity
Resources.
• Locate the L2_T1_try_solar_data_starter.xlsx file you password-protected in the
previous try-it.
Instructions
The following are the general tasks that you must perform during this try-it:
1. In L2_T2_try1_time_sheet_starter.xlsx, allow a user to edit the Employee Name
area (C3) and the cells containing Hours Worked (C5:C11).
2. Save your work.
3. Unprotect L2_T1_try_solar_data_starter.xlsx by using the password mUn50n57211.
Try-it 2
Resources
You’ll need the following resources for this try-it:
• Open L2_T2_try2_price_list_starter.xlsx in this lesson’s Learning Activity Resources.
Instructions
The following are the general tasks that you must perform during this try-it:
1. Name the cell containing the text Customer Name (C3), Customer_Name.
2. Name the cell range containing the Quantity Ordered (D5:D11),
Quantity_Ordered.
3. Allow a user to edit the cells containing the Customer Name (C3) and the Quantity
Ordered (D5:D11).
4. Protect the worksheet.
5. Save your work and close the workbook.
6. Reopen L2_T2_try2_price_list.xlsx and try editing different areas of the workbook.
7. Unprotect the worksheet by using the password that you assigned.
8. Save your work.
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Try-it 3
Resources
You will need the following resources for this try-it:
• Open L2_T2_try3_price_list_starter.xlsx in this lesson’s Learning Activity Resources.
Instructions
The following are the general tasks that you need to perform during this try-it:
1. Unprotect the cells containing the Customer Name (C3) and the Quantity Ordered
(D5:D11).
2. Protect the workbook structure.
3. Save your work.
Add comments
There are two ways to add comments within a worksheet—the context menu and the
Review tab. To add a comment in a worksheet by using the context menu, perform the
following steps:
1. Select the cell in which you want to add a comment.
2. Right-click or access the context menu, and then select Insert Comment, as the
following screenshot depicts.
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3. Enter your comment in the Comment box as the following screenshot depicts.
To add a comment by using the Review tab, perform the following steps:
1. Select the cell in which you want to add a comment.
2. On the Review tab, in the Comments group, select New Comment. The following
screenshot depicts the Comments group.
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Delete comments
You can delete comments within a worksheet by using the context menu or the Review
tab. To delete a comment by using the context menu, perform the following steps:
1. Right-click or access the context menu for the cell from which you want to delete a
comment.
2. Select Delete Comment, as the following screenshot depicts.
To delete a comment by using the Review tab, perform the following steps:
1. In the Comments task pane, select the comment that you want to delete.
2. On the Review tab, in the Comments group, select Delete, as the following
screenshot depicts.
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Edit comments
You can edit any comment by performing the following steps:
1. Access the cell containing the comment that you wish to edit, and then select Edit
Comment within the Comments area.
Print comments
You can print comments by performing the following steps:
1. On the Page Layout tab, in the Page Setup group, select the dialog box launcher
that the following screenshot highlights. This opens the Page Setup dialog box.
2. In the Page Setup dialog box, select the Sheet tab, and then locate the Comments
drop-down box that the following screenshot highlights.
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3. Select At end of sheet as the following screenshot depicts, and then select OK.
3. Select OK.
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Additional information
To obtain information about formatting a comment, go to: Format
worksheet comments
Resources required
You’ll need the following resources for this activity:
• Open L2_T3_act_solar_array_starter.xlsx in this lesson’s Learning Activity Resources.
Activity instructions
Participate in the activity by following these instructions:
1. Delete the comment in cell B8.
2. Verify or change the name that is associated with the comments. Make sure that
your name appears with the comments that you make.
3. Add a comment to cell A6 with the text Why is the data for Wednesdays missing?.
4. Edit the comment in cell B3 with the text Can anyone provide an explanation why
production was so low during Week 1?.
5. Set the comments to print at the end of the worksheet.
Try-it 1
Resources
You’ll need the following resources for this try-it:
• Open L2_T3_try1_price_list_starter.xlsx in this lesson’s Learning Activity Resources.
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Instructions
The following are the general tasks that you must perform during this try-it:
1. Delete the comment in cell A5.
2. Save your work.
Try-it 2
Resources
You’ll need the following resources for this try-it:
• Open L2_T3_try2_price_list_starter.xlsx in this lesson’s Learning Activity Resources.
Instructions
The following are the general tasks that you must perform during this try-it:
1. Edit the comment in cell F4 with the text Will the sales tax rate be changing next
month?.
2. Set the document so that the comments will print at the end of the worksheet.
3. Follow your teacher's directions on whether to print the worksheet.
4. Save your work.
Wrap-up
Use these questions to check what you learned in this lesson:
1. Which of the following can you protect by using Excel?
Select the correct option.
a. An entire workbook
b. A worksheet
c. A range of cells except for those identified as editable
d. All the above
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2. Which of the following are ways to control the sharing of your worksheet?
Select all that apply.
a. Control access to the worksheet by using a password.
b. Protect the worksheet as a read-only copy.
c. Protect the worksheet by using a function.
d. Use the Share option to share your work with others by using their email
addresses.
3. Which of the following can you use comments for in Excel?
Select the correct option.
a. To edit the data contained within a cell
b. To protect the contents of a cell
c. To start a conversation about data within a cell
d. To add information to data contained within a cell
4. Place the following steps in the correct order to help protect specific areas of a
worksheet.
Indicate the correct sequence by adding numbers 1-4 next to the following items.
a. Select the Format Cells option. Select here to enter text.
b. Select cells to allow users to edit. Select here to enter text.
c. Select the Protection tab. Select here to enter text.
d. Right-click or access the context menu. Select here to enter text.
e. Clear the Locked check box. Select here to enter text.
5. Place the following steps in the correct order to protect a worksheet.
Indicate the correct sequence by adding numbers 1-4 next to the following items.
a. Select Protect Workbook. Select here to enter text.
b. Select Encrypt with Password. Select here to enter text.
c. Select Info. Select here to enter text.
d. Select the File tab. Select here to enter text.
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Glossary
AutoRecover A feature that helps recover unsaved work after your system
stops responding or a power failure.
Noncontiguous Cells within a worksheet that are not adjacent or next to each
other.
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Cornerstone
Overview
After all the work you completed in Module 3 for the Community Supported Agriculture
(CSA) team, you need to share data with the Munson’s Marketing Team for their use in
creating a social-media campaign for the farm's new CSA program. The data will be
constantly updated so that the marketing team has the latest information to share on
social media. They’ll need to have ongoing access to the workbook. To protect the data,
you must restrict their ability to make changes and allow them only to copy data for
their use and add comments.
Objectives
The following table outlines the Cornerstone objectives and their corresponding
Microsoft Office Specialist (MOS) exam objectives.
Manage workbooks • 1.1.4: Manage workbook versions
Workbook protection • 1.2.1: Restrict editing
• 1.2.2: Protect worksheet and cell
ranges
• 1.2.3: Protect workbook structure
• 1.2.5: Manage comments
Duration
50 minutes
Instructions
1. Complete the tasks below for each file.
2. When saving your file, add your name to the end of the filename, for example:
<“You-Pick_Day_Dwayne_Espino”>. Follow your teacher’s directions for where to
save your files.
3. When you’re done with the Cornerstone, assess your completion and enter the
points you think you earned within the task lists below. You can take the help of your
teacher if required.
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Tasks
You’ll work with one Excel file with two worksheets in this Cornerstone. The following
are the tasks that you must do within each sheet.
File 1: Cornerstone_CSA_program_starter.xlsx
Task: Manage workbook versions (4 points)
1. Turn on version history for the workbook. (2 points) (Exam object 1.1.4)
2. Set the workbook to AutoRecover every 10 minutes. (2 points) (Exam objective 1.1.4)
Points scored: Select here to enter text. / 4
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