Collaborating safely in Excel 365 (2024)
Excel 365 (2024)
| Intermediate
- 11 videos | 50m 27s
- Includes Assessment
- Earns a Badge
- CPE
Discover the power of seamless collaboration with Excel 365. This course covers essential skills for sharing, managing, and protecting your workbooks. Learn how to share data effortlessly using links, and take control of who has access with comprehensive permission settings. Delve into the nuances of managing comments for efficient teamwork, and explore real-time collaboration tools that allow you to work on workbooks simultaneously with colleagues. Understand the importance of version history to track and revert changes, ensuring data integrity. Gain knowledge on saving workbooks in various formats for compatibility and distribution. Ensure your data remains secure by learning how to protect both individual worksheets and entire workbooks, preventing unwanted alterations. Finally, become adept at viewing and modifying workbook properties to keep your information organized and up-to-date. This course aligns with the objectives of Exams MO-210: Microsoft Excel (Microsoft 365 Apps) and MO-211: Microsoft Excel Expert (Microsoft 365 Apps). Would you like hands-on practice? Go to the Course Contents pane and download the sample files to follow along with select videos.
WHAT YOU WILL LEARN
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Discover the key concepts covered in this collaborating safely in excel 365 (2024) course
Grant access to a workbook and create links to share a worksheet or data range
Edit and remove access and links
Insert, read, reply, and delete comments
Reply to mentions, collaborate with other people, and use notes
Show changes in a cell or data range and manage a workbook's version history -
Create, use, and manage sheet views
Save an excel 365 workbook as a pdf or another file format
Protect a worksheet and data ranges
Protect the access and the structure of a workbook
View workbook statistics and edit workbook properties
IN THIS COURSE
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1m 3sThis video outlines the key content covered in this Collaborating safely in Excel 365 (2024) course, including how to share a workbook, follow and track changes in a workbook, and how to manage a workbook’s version history. FREE ACCESS
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5m 10sIn Excel 365, you can facilitate collaboration on workbooks by providing direct access to specific individuals and setting up permissions for workbook access. Moreover, Excel enables the creation of links that can be used to share entire worksheets or selected data ranges with others. FREE ACCESS
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3. Managing link access and permissions in Excel 3654m 21sIn Excel 365, you can change the editing permissions for a link to be more restrictive or open, depending on your preferences. The permissions can even be changed after the link has been sent. In this video, you will learn how to edit and remove link access permissions in Excel 365. FREE ACCESS
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4. Managing comments in Excel 3655m 34sComments are a useful way of collaborating and coordinating within an Excel 365 workbook. For example, learn how to use the @mention feature in comments to assign and track tasks. In this video, you will explore how to manage comments in Excel 365. This video aligns with the MO-210 Microsoft Excel Exam objective: Manage comments. FREE ACCESS
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5. Collaborating on a workbook in Excel 3654m 54sIn Excel 365, you can easily collaborate on a workbook in real-time. Once you share a workbook saved to the cloud, you can see who is viewing and editing it, access their contact card or SharePoint profile, and even start a chat. Also, discover how to share information by inserting notes. In this video, you will discover different methods to collaborate on a workbook. FREE ACCESS
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6. Managing a workbook's version history in Excel 3655m 9sIn Excel 365, learn how to track changes made by other users in a shared online workbook. For instance, monitor the modifications made to a cell or data range. Additionally, discover how to access past versions of a workbook and restore a previous version if needed. This video aligns with the MO-211 Microsoft Excel Expert Exam objective: Manage workbook versions. FREE ACCESS
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7. Working with Sheet views in Excel 3655m 7sWhen collaborating online with other people, it can be handy to have a private view to sort and filter data without interfering with others' work. With Sheet Views in Excel, each user can have a personal view to consult data from a worksheet. In this video, learn how to create, rename, and remove a Sheet View. FREE ACCESS
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8. Saving a workbook in multiple formats in Excel 3654m 40sExcel 365 offers a variety of file formats for saving a workbook. Discover how to save a copy in a format compatible with earlier versions of Excel. The Portable Document Format, commonly known as PDF, is a widely used format that facilitates easy sharing and printing while preserving the document's integrity, which helps to prevent alteration. In this video, learn how to save a workbook in different file formats. This video aligns with the MO-210 Microsoft Excel Exam objective: Save workbooks in alternative file formats. FREE ACCESS
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9. Protecting a worksheet in Excel 3655m 44sExcel 365 offers tools to safeguard your worksheet from unwanted modifications. In this video, you will learn how to protect a worksheet and specify which changes are allowed. Additionally, you'll discover how to configure and password-protect editable ranges. This video aligns with MO-211 Microsoft Excel Expert Exam objectives: Restrict editing and Protect worksheets and cell ranges. FREE ACCESS
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10. Protecting a workbook in Excel 3655m 14sIn Excel 365, you can protect data you've inserted into your workbook. Discover how to prevent other users from restructuring the workbook or lock it with a password. In this video, you will also learn how to mark a workbook as final to discourage further editing. This video aligns with MO-211 Microsoft Excel Expert Exam objective: Protect workbook structure. FREE ACCESS
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11. Viewing and editing a workbook information in Excel 3653m 31sIn Excel 365, you can get a summarized overview of the workbook. This information includes the number of sheets, charts, tables, and external connections. A workbook also contains properties with additional information, such as the author, modification dates, and a host of other categories. Once you access the information, you can modify it. In this video, discover how to view workbook statistics and edit its properties in Excel 365. This video aligns with MO-210 Microsoft Excel Exam objective: Modify basic workbook properties. FREE ACCESS
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