SECTION 3
Lesson 3.1: Creating and Using Shared Workbooks

   

 

 

When you first set up a workbook for sharing, you will see an option for keeping the change history for the work book under the advanced tab in the Share Workbook dialogue box.

 

This option is selected by default, and if you deselect it, you will not be able to track the changes to the shared workbook.

 

 

 

 

 

To see the history of changes that have been made to the workbook, choose Tools->Track Changes->Highlight Changes from the menu bar. This will display the highlight changes dialogue box.

 

In this box you can choose

 

·              When, referring to what date you want as the reference point for tracking the changes.

 

·              Who, referring to the user or users whose changes you want to track.

 

 

·              Where, referring to the specific cell or range that you want to track changes in.

 

 

At the bottom of the box, you can choose to Highlight changes on screen, or List changes in a new sheet, or both.

 

Checking the highlight changes on screen option will enhance any cells that have been changed with a light blue border and a blue triangle in the upper left.

 

In addition, comments are available for the enhanced cells detailing the person who modified the cell, when it was modified, and the pervious and current values. To see a comment, just let your mouse pointer hover over an enhanced cell.

 

 

The list changes on new sheet option will generate a new worksheet labelled History detailing the changes that have been made to the document.

 

 

 

In the History worksheet, you can sort the changes, or apply filters to them by selecting options from the AutoFilter drop lists associated with each column heading. The last two columns, action type, and losing action, apply to resolved conflicts for workbooks that are shared from a shared network folder.

 

You can always use the history worksheet or the highlighted changes on screen as a reference if you want to re-enter some of the older values (i.e. undo changes).

 

If you select Tools->Track Changes->Accept or Reject Changes from the menu bar, you will see the following dialogue box.

 

Once again you can specify one or more of three checkboxes as the basis for your change tracking.

 

In this example, the not yet reviewed option has been selected. This means that all changes that have not yet been accepted or rejected will be subject for review.

 

 

This image shows the Accept or reject changes box. You can see the highlighted cell where the change has been made, and you can see the details of the change in the box.

 

You can step through each change to the workbook and choose to accept or reject it. Clicking either the accept or reject button will implement your choice and load the information detailing the next change into view.