Monday, December 27, 2021

TEACHING EXCEL FOR DATA ANALYSIS: HANDS ON 32 Managing workbook properties

 

Managing workbook properties

You need to send the commissions report to the accounting department for payment. The department requires that the properties information is completed for their record keeping. You also need to inspect the document to remove any comments that may have been added.

1. Click on the link below to open the Microsoft Excel exercise document you can use to complete this exercise.


https://github.com/alcadelina/Excel-

2. Hover your mouse over cell I19 and note the comment:

Excel workbook open, the cell I19 was hovered with the cursor, a small comment box appears

3. To open the Properties dialog box, click on File → Info → Properties → Advanced Properties:

File pane open, Info selected, Properties clicked, Advanced Proprieties was selected

4. The Properties dialog box will be opened. Click to select the Summary tab:

Properties dialog window open, Summary tab clicked

5. Type “Sales Commissions and Bonuses – January 2019” inside the Title field:

Properties dialog window open, "Commissions and Bonuses – January 2019” typed in title field

6. Type your name in the Author field:

Properties dialog window open, a name was typed in the Author field

7. Type “Acme Widgets” in the Company field:

Properties dialog window open, typed "Acme Widgets" in Company field

8. Inside the Category field, type “Commissions:”

Properties dialog window open, "Commissions" typed inside the Category field

9. Click OK to update the properties:

Properties dialog window open, "OK" button clicked

10. You will now see the updated properties on the right side of the Info category:

Excel home window open, the properties were updated on the right side of the Info category

11. Now click on Check for Issues → Inspect Document:

Excel home window open, Check for Issues selected, Inspect Document was chosen

12. Click Yes to save the document:

Microsoft Excel window open, "OK" button selected

13. Click Inspect to start the inspection:

Document Inspector window open, Inspect button was selected

14. Once complete you will note that there were comments found:

Document Inspector window open, with some comments found

15. There were also document properties found, but you want to keep them. Click the Remove All button in the comments field to remove the comments:

Document Inspector window open, some document properties found as well, Remove All button selected

16. You can now click Close to return to the workbook:

Document Inspector window open, Close button selected

17. Note that the comment in cell I19 has been removed:

Excel workbook open, The comment in Cell I19 was removed

18. Save the current workbook as Activity 2-1 Complete and then close Microsoft Excel 365 to complete the activity.

17. Now, you can check out an example of a completed document in the link below:

https://github.com/alcadelina/Excel-

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