Complete Guide to Excel 365: Linking, Printing, & Protecting Workbooks

Excel    |    Intermediate
  • 11 videos | 1h 20m 13s
  • Includes Assessment
  • Earns a Badge
Rating 4.7 of 270 users Rating 4.7 of 270 users (270)
Some of the core benefits of working with data in Excel include connecting data combined from different workbooks and controlling how it's presented and who has access to it. In this course, you'll begin by linking data in different Excel workbooks, before editing, testing, and cleanly breaking those links. Next, you'll work with an often-ignored but powerful aspect of Excel - precise control over how a workbook is laid out and printed. You'll configure headers, footers, page numbers, background, images, and the views used to print only parts of a workbook. Finally, you'll use Excel's protection features for individual cells and cell ranges, worksheets, and workbooks. This includes setting roles and passwords, working with read-only workbooks, and utilizing editable cell ranges.

WHAT YOU WILL LEARN

  • Discover the key concepts covered in this course
    Use the excel options menu to customize how workbooks are saved, configure autosave and autorecover behavior and the default save location, and use the manage workbook functionality to recover or delete unsaved workbooks
    Use built-in templates, save a commonly-used workbook as an excel template (.xltx) file, and recognize the purpose of the custom office templates folder, the names "book" and "sheet" for .xltx files, and the xlstart sub-folder
    Use the data outline menu item to logically group data based on rows and columns, the ungroup option to undo grouped data, and list the capabilities and limitations of the auto outline feature
    Create links to external workbooks, use the paste link option from the paste menu, parse the syntax of external link addresses, and recognize the dynamic nature of data linked from external workbooks
    Edit external links using the data menu, use the open source, check status, change source, and break link options, and customize the startup prompt when a workbook with external links is opened
  • Combine the print and page layout menu features to control how workbooks are printed and use page break preview to control pagination, specify collation, scaling, paper type, and orientation
    Customize headers and footers, display and hide hidden columns, insert images into workbooks, control whether images are printed and whether they appear within the data or in the header/footer, and set and customize a workbook's background image and transparency
    Use the protect sheet feature from the review menu to control how a sheet can be edited, customize which operations are possible without a password, and use the allow edit ranges feature to override protection for specific areas on a worksheet
    Control cell-level protection and understand the semantics of the locked and hidden checkboxes, apply workbook-level protection options, such as open in read-only mode, use password encryption, add a digital signature, mark as final, and outline the semantics and limitations of opening in read-only mode
    Summarize the key concepts covered in this course

IN THIS COURSE

  • 2m 1s
  • 6m 35s
    In this video, you will use the Excel Options menu to customize how workbooks are saved, configure AutoSave and AutoRecover behavior, and use the Manage Workbook functionality to recover or delete unsaved workbooks. FREE ACCESS
  • Locked
    3.  Using Templates and the XLSTART Folder
    7m 19s
    In this video, you will learn how to use the built-in templates, save a commonly-used workbook as an Excel Template (.xltx) file, and understand the purpose of the Custom Office Templates folder, the names "Book" and "Sheet" for .xltx files, and the XLSTART sub-folder. FREE ACCESS
  • Locked
    4.  Grouping Data Using Outline and Auto Outline
    9m 10s
    In this video, you will learn how to use the Data Outline menu item to logically group data based on rows and columns. You will also learn about the Ungroup option to undo grouped data, and list the capabilities and limitations of the Auto Outline feature. FREE ACCESS
  • Locked
    5.  Creating External Links
    9m 42s
    Learn how to create links to external workbooks, use the Paste Link option from the Paste menu, parse the syntax of external link addresses, and recognize the dynamic nature of data linked from external workbooks. FREE ACCESS
  • Locked
    6.  Editing External Links
    10m 5s
    In this video, find out how to edit external links using the Data menu. Use the Open Source, Check Status, Change Source, and Break Link options. Customize the startup prompt when a workbook with external links is opened. FREE ACCESS
  • Locked
    7.  Controlling How Workbooks Are Printed
    10m 1s
    In this video, you will learn how to use the Print and Page Layout menu features to control how workbooks are printed. You will also learn how to use Page Break Preview to control pagination, specify collation, scaling, paper type, and orientation. FREE ACCESS
  • Locked
    8.  Customizing Headers, Footers, and Background Images
    7m 50s
    Find out how to customize headers and footers, display and hide hidden columns, insert images into workbooks, control whether images are printed and whether they appear within the data or in the header/footer, and set and customize a workbook's background image and transparency. FREE ACCESS
  • Locked
    9.  Protecting Worksheets
    7m 36s
    In this video, you will use the Protect Sheet feature from the Review menu to control how a sheet can be edited, customize which operations are possible without a password, and use the Allow Edit Ranges feature to override protection for specific areas on a worksheet. FREE ACCESS
  • Locked
    10.  Protecting Workbooks
    8m 31s
    Learn how to control cell-level protection and understand the semantics of the locked and hidden checkboxes. Apply workbook-level protection options, such as opening in read-only mode, using password encryption, adding a digital signature, and marking as final. Outline the semantics and limitations of opening in read-only mode. FREE ACCESS
  • Locked
    11.  Course Summary
    1m 24s

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