Guided Project 7-2 In this project, you complete the purchase order for Blue Lake Sports by adding a data validation list and check box form controls. You protect the sheet and the workbook, save it as a template, and share it for testing. File Needed: BlueLakeSports-07.xlsx (Student data files are available in the Library of your SIMnet account) Completed Project File Names: [your initials] Excel 7-2Template.xltx, [your initials] Excel 7-2User1.xlsx, [your initials] Excel 7-2User2.xlsx , and [your initials] Excel 7-2Merged.xlsx Skills Covered in this Project Set data validation to use a list. Use an error alert for data validation. Insert a check box form control. Unlock worksheet cells and protect a worksheet. Save a workbook as a template. Create a new workbook from a template. Share a workbook and track changes. Accept or reject changes. Open the BlueLakeSports-07 workbook from your student data files. Save the workbook as a template. Click the Save As button [ File tab] and choose This PC . Click the More Options link. Type the file name [your initials] Excel 7-2Template in the File name box. Verify that the Save Thumbnail box is selected or select it. Choose Excel Template from the Save as type drop-down box. Click Save . Set data validation with an error alert to use a list. Click the Purchase Order sheet tab, select B17 , and click the Data Validation button [ Data tab, Data Tools group]. Click the Allow arrow and choose List on the Settings tab. Click the Source entry box. Click the Departments worksheet tab and select cells A2:A14 . Click the Error Alert tab. Verify that the Show error alert after invalid data is entered box is selected. Use Stop for the Style to prohibit an invalid entry. Click the Title box and type Wait! . Click the Error message box and type Please choose from the list. Click OK . Display the Developer tab and the Compare and Merge Workbooks button. Select the Options command [ File tab] and click Customize Ribbon in the left pane. Select the Developer box in the Main Tabs group. Click Quick Access Toolbar in the left pane. Choose All Commands from the Choose commands from list. Click Compare and Merge Workbooks in the commands list. Click Add and click OK . Insert a check box form control. Click the View tab and check the Gridlines box in the Show group to draw and position controls with gridlines visible. Click the Insert Controls button [ Developer tab, Controls group] and click the Check Box (Form Control) button. Draw a control directly over cell B15 . page E7-476Click the Properties button [ Developer tab, Controls group]. Verify that the Unchecked radio button is selected on the Control tab. Select the 3-D shading box. Click the Protection tab and deselect the Locked box. Click OK . Click two times near the word “Ch ...

1. Guided Project 7-2
In this project, you complete the purchase order for Blue Lake
Sports by adding a data validation list and check box form
controls. You protect the sheet and the workbook, save it as a
template, and share it for testing.
File Needed:
BlueLakeSports-07.xlsx
(Student data files are available in the
Library
of your SIMnet account)
Completed Project File Names:
[your initials] Excel 7-2Template.xltx, [your initials] Excel 7-
2User1.xlsx, [your initials] Excel 7-2User2.xlsx
, and
[your initials] Excel 7-2Merged.xlsx
Skills Covered in this Project
Set data validation to use a list.
Use an error alert for data validation.
Insert a check box form control.
Unlock worksheet cells and protect a worksheet.

2. Save a workbook as a template.
Create a new workbook from a template.
Share a workbook and track changes.
Accept or reject changes.
Open the
BlueLakeSports-07
workbook from your student data files.
Save the workbook as a template.
Click the
Save As
button [
File
tab] and choose
This PC
.
Click the
More Options
link.
Type the file name
[your initials] Excel 7-2Template
in the
File name
box.

3. Verify that the
Save Thumbnail
box is selected or select it.
Choose
Excel Template
from the
Save as type
drop-down box.
Click
Save
.
Set data validation with an error alert to use a list.
Click the
Purchase Order
sheet tab, select
B17
, and click the
Data Validation
button [
Data
tab,
Data Tools
group].
Click the
Allow
arrow and choose
List
on the

4. Settings
tab.
Click the
Source
entry box.
Click the
Departments
worksheet tab and select cells
A2:A14
.
Click the
Error Alert
tab.
Verify that the
Show error alert after invalid data is entered
box is selected.
Use
Stop
for the
Style
to prohibit an invalid entry.
Click the
Title
box and type
Wait!
.
Click the
Error message
box and type

5. Please choose from the list.
Click
OK
.
Display the
Developer
tab and the
Compare and Merge Workbooks
button.
Select the
Options
command [
File
tab] and click
Customize Ribbon
in the left pane.
Select the
Developer
box in the
Main Tabs
group.
Click
Quick Access Toolbar
in the left pane.
Choose
All Commands
from the

6. Choose commands from
list.
Click
Compare and Merge Workbooks
in the commands list.
Click
Add
and click
OK
.
Insert a check box form control.
Click the
View
tab and check the
Gridlines
box in the
Show
group to draw and position controls with gridlines visible.
Click the
Insert Controls
button [
Developer
tab,
Controls
group] and click the
Check Box (Form Control)
button.

7. Draw a control directly over cell
B15
.
page E7-476Click the
Properties
button [
Developer
tab,
Controls
group].
Verify that the
Unchecked
radio button is selected on the
Control
tab.
Select the
3-D shading
box.
Click the
Protection
tab and deselect the
Locked
box.
Click
OK
.
Click two times near the word “Check” with the control to place
an insertion point.
Delete

8. Check Box 1
, press
Spacebar
, and type
Yes
Click cell
E15
to deselect the control. If you accidentally placed a check mark
within the control, point and click to remove it.
Copy a check box form control.
Point to the check box control label
Yes
and right-click.
Choose
Copy
from the menu and then press
Ctrl+V
to paste the control.
Point to any border of the copied control to display a move
pointer.
Drag the copy to cell
C15
.
Press
Ctrl
and right-click while pointing to the first check box control to

9. select both controls (
Figure 7-65
).
7-65
Two controls selected
Click the
Align
button [
Drawing Tools Format
tab,
Arrange
group] and choose
Align Middle
.
Select cell
E15
to deselect both controls.
Right-click the copied control and choose
Edit Text
to place an insertion point.
Delete
Yes
and type
No
(
Figure 7-66
).
7-66
Controls are aligned

10. Select cell
E15
. Remove check marks that were accidentally entered.
Protect the worksheet and the workbook structure.
Select
D7
.
Press
Ctrl
and select cell
D9
, cells
B11:D13
, cell
B17
, and cells
A20:D28
.
Click the
Format
button [
Home
tab,
Cells
group].
Select
Lock Cell
to remove the

11. Locked
property.
Click cell
D7
.
Click the
Protect Sheet
button [
Review
tab,
Changes
group].
Allow the options to select locked and unlocked cells. Do not
use a password.
Click
OK
.
Click the
Protect Workbook
button [
Review
tab,
Changes
group].
Do not use a password and click
OK
.

12. Save and close the template.
Create a workbook from a template.
Click the
New
button [
File
tab] and click
PERSONAL
near the top of the gallery.
Click
[your initials] Excel 7-2Template
to create a workbook.
Type
BLS00120
in cell
D7
and press
Tab
.
page E7-477Type
=to
in cell
D9
, press
Tab
to select
TODAY
, and press
Enter
.

13. Type the following in cells
B11:B13
:
Outdoor Apparel, Inc
4232 South Water Street
Omaha, NE 68107
Select the check box control for
Yes
.
Select cell
B17
, click the data validation arrow, and choose
Apparel
.
Save the workbook as an Excel workbook named
[your initials] Excel 7-2User1
in your usual location for saving files.
Inspect the workbook.
Click the
File
tab. You cannot inspect a worksheet that is protected.

14. Click
Unprotect
in the
Protect Workbook
area
Click the
Check for Issues
button and choose
Inspect Document
.
Choose
Yes
to save the document before inspection.
Click
Inspect
in the
Document Inspector
dialog box.
Click
Remove All
to remove all personal information and document properties.
Click
Close
.
Check compatibility.

15. Click the
Protect Workbook
button [
Review
group,
Changes
group]. In order to generate a compatibility report, the
Protect Workbook
property must be disabled.
Click the
Check for Issues
button [
File
tab,
Info
group] and choose
Check Compatibility
.
Click
Copy to New Sheet
.
Click the
Purchase Order
sheet tab.
Share the workbook.
Click the
File
tab.

16. Click
Allow this information to be saved in your file
in the
Inspect Workbook
group. This property was activated when you removed
metadata; it prohibits sharing the workbook.
Return to the
Purchase Order
sheet and click the
Share Workbook
button [
Review
tab,
Changes
category].
Select the
Allow changes by more than one user at the same time
box.
Click the
Advanced
tab and set the
Keep change history for
option to
15
days.
Click
OK
to close the
Share Workbook
dialog box.

17. Click
OK
to resave the shared workbook.
Make a copy of the shared workbook in the same folder.
Click the
File
tab and choose
Save As
.
Select
This PC
and click the
More Options
link.
Navigate to and choose your folder and save the workbook as
[your initials] Excel 7-2User2
.
page E7-478Type the following in cells
A20:D20
:
Ladies Parka LP10Blue 4 87
Save and close the workbook.

18. Open
[your initials] Excel 7-2User1
and select cell
A21
.
In cells
A21:D21
, type the following:
Men’s Parka MP16Black 4 98
Save the workbook and leave it open.
Merge copies of the shared workbook.
Click the
Compare and Merge Workbooks
button. (Save the file if prompted.)
Navigate to the folder with
[your initials] Excel 7-2User2
in the
Select Files to Merge Into Current Workbook
dialog box.
Select

19. [your initials] Excel 7-2User2
and click
OK
.
Accept or reject changes.
Click the
Track Changes
button [
Review
tab,
Changes
group] and choose
Accept/Reject Changes
.
Verify that
Not yet reviewed
displays as the
When
option.
Click
OK
. The first edit is cell
A21
.
Click
Accept
to locate the next edit.

20. Click
Accept All
and then press
Ctrl+Home
.
Save the workbook as
[your initials] Excel 7-2Merged
in your folder and close it
Move the template from the default folder.
Click the
File
tab, select
Open
, and click
Browse
.
Expand the
Quick access
list in the left pane and select
Documents
.
Double-click
Custom Office Templates
.

21. Right-click
[your initials] Excel 7-2Template
and choose
Cut
.
In the left pane, navigate to and select the folder for saving
files.
Right-click an unused area of the dialog box and choose
Paste
.
Click
Cancel
to close the dialog box.
Remove the
Compare and Merge Workbooks
button and the
Developer
tab.
Select the
Options
command [
File
tab] and click
Quick Access Toolbar
in the left pane.
Click

22. Compare and Merge Workbooks
in the list on the right.
Click
Remove
.
Click
Customize Ribbon
in the left pane.
Deselect the
Developer
box in the
Main Tabs
group and click
OK
.