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with Microsoft Excel 2007 Comprehensive 1e © 2008 Pearson Prentice Hall 1
PowerPoint Presentation to AccompanyGO! with Microsoft® Excel 2007
Comprehensive 1e
Chapter 10Creating Templates and Creating and Validating Forms
with Microsoft Excel 2007 Comprehensive 1e © 2008 Pearson Prentice Hall 2
Objectives
• Protect Worksheet Elements• Unprotect Elements and Hide
Formulas• Protect a Workbook• Save Worksheet and Chart Templates• Complete a Report with Worksheet
and Chart Templates
with Microsoft Excel 2007 Comprehensive 1e © 2008 Pearson Prentice Hall 3
Objectives
• Create a Form• Validate a Form• Insert Macro Command Buttons
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Protect Worksheet Elements• An Excel worksheet is normally saved
as a read-write workbook.– It can be read, edited, and resaved.
• Worksheets that are used by several people should be protected.
• There are different levels of protection, from elements of a worksheet to an entire worksheet.
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Protect Worksheet Elements• Unauthorized changes cannot be
made to protected worksheets. • A password is a way to restrict access
to a workbook, worksheet, or part of a worksheet.
• Permissions allow certain areas to be edited in a protected worksheet.
• Read-only files can be viewed but no changes can be made.
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Unprotect Elements andHide Formulas
• The Protection tab in the Format Cells dialog box is used to lock or hide selected cells in a worksheet.
• Locked cells cannot be changed after the worksheet is protected.
• Hidden cells hide formulas from other users.
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Unprotect Elements and Hide Formulas
Locked cells Hidden
cells
Format Cells
dialog box
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Protect a Workbook• A structure is the basic format of the
worksheet that includes the number and order of worksheets.
• When the structure is protected you cannot:– Access hidden worksheets– Move or copy worksheets– Change worksheet names– Insert or delete worksheets
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Protect a Workbook
• When you encrypt a document, it is encoded.
• Information is scrambled to increase the security of the document.
• Encryption prevents unauthorized access to the document.
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Save Worksheet and Chart Templates
• A template preserves the original file and creates a copy of the file each time it is opened.
• It is good practice to save documents that are used repeatedly as templates.
• A chart also can be saved as a template.
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Save Worksheet and Chart Templates
New Workbook dialog box
Create button
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Complete a Report with Worksheet and Chart Templates
• When you open a template to enter data, the filename will have a 1 at the end.
• The file will be saved as a regular Excel file rather than as a template.
• You might have to unprotect the sheet in order to make changes.
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Create a Form• When similar information is repeatedly
needed from customers or employees, a form is generally used to record the information.
• The input area is where users enter data.– Identified by shaded cells
• The output area summarizes the data that will be prepared and printed.
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Create a Form
Fill color identifies
input areas
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Validate a Form
• Data validation is a process of helping users to enter correct data in a form.
• An input message provides information to users and displays when a cell is selected.
• An error alert displays when a user enters incorrect information.
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Validate a Form
• A stop-error alert will prevent invalid data from being entered into the cell.
• A drop-down list displays valid entries that can be entered into the cell.
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Insert Macro Command Buttons
• A macro command button is a graphic shape inserted into the worksheet that is assigned to a macro.– Click on Developer tab– Look in the Code group– Click the Record Macro button
• A hot spot is a place on a form that will execute a command when you click on it.
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Insert Macro Command Buttons
Record Macro
dialog box
Record Macro button
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Covered Objectives
• Protect Worksheet Elements• Unprotect Elements and Hide
Formulas• Protect a Workbook• Save Worksheet and Chart Templates• Complete a Report with Worksheet
and Chart Templates
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Covered Objectives
• Create a Form• Validate a Form• Insert Macro Command Buttons
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