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PowerPoint Presentation to AccompanyGO! with Microsoft® Excel 2007

Comprehensive 1e

Chapter 10Creating Templates and Creating and Validating Forms

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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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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