Guided Project 7-2In this project, you complete the purchasejesseniasaddler
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 ...
Guided Project 7-2In this project, you complete the purchasejesseniasaddler
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 ...
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Training document developed for University of Western Australia library staff for the use of the add-on reporting tool Alma Analytics that is part of the ExLibris Alma system for management of library resources.
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2. Protect Workbook
O Go to “Review” ribbon
O Choosing “protect workbook” merely…
O Prohibits others from
adding/deleting/moving worksheets
O Does NOT prohibit others from changing
individual cells (formulas and/or formatting)
3. Protect Worksheet
O Go to “Review” ribbon
O Choosing “protect worksheet” protects
individual worksheet cells
O User can choose from list to allow others to
edit the worksheet for items such as:
O Format cells
O Insert/delete rows and columns
O Add/edit hyperlinks
4. What if…
O Part of the worksheet needs to be
accessible to the user and another section
needs to be protected from the user…
5. How to…
O Choose cells you want user to have the ability
to access
O Go to “review” ribbon
O Choose “allow users to edit ranges”
O Click “new” to set the range you want user to
have access to
O The “refers to cells” field will be populated with
the range you pre-selected (but it can be edited
if necessary or if you didn’t pre-select a range)
O Click “ok” and in the dialog box choose
“protect sheet” to activate the protection
6. Contact Information
O Interested in half or full-day in-house
training?
O Call Corporate CFO at (240) 342-2221
O Ideas for other tips or problems with
current spreadsheets
O E-mail me at: eshifflett@corporatecfo.com
