Security Features in Excel
Security Features in Excel
• This is used to control who can open and view your Excel file.
• There are two options with this type of protection – locking it down with a password and making the
file Read-Only for certain specified groups.
• To protect your workbook at the file level, go to File > Info. Choose Protect Workbook and
select Encrypt with Password. Enter your chosen Password, and click OK. Reenter the password and
click OK again.
• Excel also provides some other customized security options for your Excel file, which are located in
the same place.
• Mark as Final. This simply makes the file Read Only so that no changes can be made, but there no
password protection.
• Restrict Permission. This allows you to grant access to your Excel files only to certain people or
groups as you define them. This is useful in larger organizations where some levels should access
data and others shouldn’t.
• Add a Digital Signature. This provides a way for you to add an invisible signature to the file so that
you know it is the “real” version, and you are the creator.
Protecting an Excel Workbook
• You should use workbook-level protection if you want to control how
others will work with worksheets inside your workbook. Assuming your
workbook contains multiple worksheets, and each worksheet concerns a
single person or department, you can limit access to those particular
worksheets to those people or departments.
• To protect a workbook, go to the Review tab in Excel, and choose Protect
Workbook. Choose Windows if you want to prevent a user from resizing,
closing, or moving the workbook window, or hiding/unhiding windows.
• Enter a password. This is optional but recommended. If you don’t enter a
password, anyone can change and unprotect the workbook. Confirm
your password and click OK.
Protecting an Excel Worksheet
• Choose worksheet-level protection if you want to control the level of
access within an Excel worksheet. Assuming you have some data in your
Excel worksheet that you don’t want anyone to be able to change or
delete, you can lock this down with this type of protection.
• Worksheet-level protection allows you to specify that users can enter
certain data but not be able to delete rows or columns. For example, you
can enable users to only work in certain ranges of cells. You can also hide
formulas so that they aren’t visible in the formula bar.
• To enable worksheet-level protection, first, go the worksheet that you
want to protect, and choose the cells that others are permitted to edit.
This can be a single cell or a range. Right-click on a cell within the range,
and choose Format Cells. In the Protection tab, uncheck Locked, and
click OK.
Protecting an Excel Worksheet
• The next step is to choose which actions users are permitted to take
on your worksheet, such as editing cells, sorting, inserting and
deleting columns, etc. To do this, go to the Review tab, and
choose Protect Sheet.
• In the Allow all users of this worksheet to list, choose the actions that
you’ll permit people to change. You also have the option of choosing a
password to unprotect the sheet. Once done with your selections,
hit OK.