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Excel 2013 Essential Training

Tracking changes


From:

Excel 2013 Essential Training

with Dennis Taylor

Video: Tracking changes

We're looking at the worksheet called RecordedChanges and it's in the workbook called TrackingChanges. And we're about to setup a feature where we're going to keep track of all the changes we make in this workbook for an indefinite period. The feature begins on the REVIEW tab with the choice Track Changes, and in the description there it tells us that if you're working with others to make revisions or give feedback, it's particularly useful. But that's not saying that that's the only case where we might use this. What if you were the only user of this workbook and you simply want to keep track of the changes that you're going to make perhaps over the next few weeks, something like that.
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  1. 1m 6s
    1. Welcome
      43s
    2. Using the exercise files
      23s
  2. 29m 37s
    1. What is Excel used for?
      1m 49s
    2. Using the menu system
      4m 30s
    3. The Quick Access Toolbar
      4m 41s
    4. The structure of a worksheet or workbook
      3m 41s
    5. Using the Formula bar
      1m 43s
    6. Using the Status bar
      2m 24s
    7. Navigation and mouse pointers
      2m 20s
    8. Shortcut menus and the Mini toolbar
      3m 24s
    9. Using the built-in help
      2m 54s
    10. Creating new files
      2m 11s
  3. 24m 1s
    1. Exploring data entry and editing techniques
      4m 41s
    2. Entering data with AutoFill
      4m 6s
    3. Working with dates and times
      3m 32s
    4. Using Undo and Redo
      4m 50s
    5. Adding comments
      2m 55s
    6. Using Save or Save As
      3m 57s
  4. 30m 7s
    1. Creating simple formulas: Totals and averages
      5m 25s
    2. Copying a formula for adjacent cells
      2m 54s
    3. Calculating year-to-date profits
      3m 9s
    4. Creating a percentage-increase formula
      4m 7s
    5. Working with relative, absolute, and mixed references
      4m 7s
    6. Using SUM and AVERAGE
      3m 25s
    7. Using other common functions
      7m 0s
  5. 46m 7s
    1. Exploring font styles and effects
      4m 7s
    2. Adjusting row heights and column widths
      3m 37s
    3. Working with alignment and Wrap Text
      4m 2s
    4. Designing borders
      3m 26s
    5. Exploring numeric and special formatting
      5m 36s
    6. Formatting numbers and dates
      4m 31s
    7. Conditional formatting
      4m 21s
    8. Creating and using tables
      9m 59s
    9. Inserting shapes, arrows, and other visual features
      6m 28s
  6. 20m 40s
    1. Inserting and deleting rows and columns
      4m 52s
    2. Hiding and unhiding rows and columns
      4m 2s
    3. Moving, copying, and inserting data
      5m 42s
    4. Finding and replacing data
      6m 4s
  7. 17m 51s
    1. Exploring the Page Layout tab and view
      7m 20s
    2. Previewing page breaks
      4m 56s
    3. Working with Page Setup and printing controls
      5m 35s
  8. 30m 30s
    1. Creating charts
      4m 36s
    2. Exploring chart types
      7m 47s
    3. Formatting charts
      5m 42s
    4. Working with axes, labels, gridlines, and other chart elements
      5m 35s
    5. Creating in-cell charts with sparklines
      6m 50s
  9. 12m 49s
    1. Freezing and unfreezing panes
      2m 39s
    2. Splitting screens horizontally and vertically
      4m 48s
    3. Showing necessary information with the Outlining feature
      5m 22s
  10. 23m 0s
    1. Displaying multiple worksheets and workbooks
      4m 17s
    2. Renaming, inserting, and deleting sheets
      2m 23s
    3. Moving, copying, and grouping sheets
      3m 39s
    4. Using formulas to link worksheets and workbooks
      6m 1s
    5. Locating and maintaining links
      6m 40s
  11. 20m 25s
    1. Using IF functions and relational operators
      3m 43s
    2. Getting approximate table data with the VLOOKUP function
      7m 6s
    3. Getting exact table data with the VLOOKUP function
      4m 42s
    4. Using the COUNTIF family of functions
      4m 54s
  12. 23m 50s
    1. Unlocking cells and protecting worksheets
      7m 50s
    2. Protecting workbooks
      2m 40s
    3. Assigning passwords to workbooks
      4m 41s
    4. Sharing workbooks
      4m 7s
    5. Tracking changes
      4m 32s
  13. 28m 32s
    1. Sorting data
      6m 9s
    2. Inserting subtotals in a sorted list
      8m 25s
    3. Using filters
      6m 16s
    4. Splitting data into multiple columns
      5m 4s
    5. Removing duplicate records
      2m 38s
  14. 35m 2s
    1. Creating PivotTables
      8m 36s
    2. Manipulating PivotTable data
      9m 47s
    3. Grouping by date and time
      6m 0s
    4. Grouping by other factors
      2m 33s
    5. Using slicers to clarify and manipulate fields
      4m 7s
    6. Using PivotCharts
      3m 59s
  15. 23m 29s
    1. Using Goal Seek
      6m 8s
    2. Using Solver
      6m 34s
    3. Using Scenario Manager
      6m 11s
    4. Using Data Tables
      4m 36s
  16. 24m 31s
    1. Definition and examples
      6m 48s
    2. Creating a simple macro
      7m 0s
    3. Running a macro
      10m 43s
  17. 29s
    1. Next steps
      29s

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Excel 2013 Essential Training
6h 32m Appropriate for all Jan 29, 2013

Viewers: in countries Watching now:

Whether you're a novice or an expert wanting to refresh your skillset with Microsoft Excel, this course covers all the basics you need to start entering your data and building organized workbooks. Author Dennis Taylor teaches you how to enter and organize data, perform calculations with simple functions, work with multiple worksheets, format the appearance of your data, and build charts and PivotTables. Other lessons cover the powerful IF, VLOOKUP, and COUNTIF family of functions; the Goal Seek, Solver, and other data analysis tools; and how to automate many of these tasks with macros.

Topics include:
  • What is Excel and what is it used for?
  • Using the menus
  • Working with dates and times
  • Creating simple formulas
  • Formatting fonts, row and column sizes, borders, and more
  • Inserting shapes, arrows, and other graphics
  • Adding and deleting rows and columns
  • Hiding data
  • Moving, copying, and pasting
  • Sorting and filtering data
  • Printing your worksheet
  • Securing your workbooks
  • Tracking changes
Subjects:
Business Charts + Graphs Spreadsheets Teacher Tools Education Student Tools
Software:
Excel Office Office 365
Author:
Dennis Taylor

Tracking changes

We're looking at the worksheet called RecordedChanges and it's in the workbook called TrackingChanges. And we're about to setup a feature where we're going to keep track of all the changes we make in this workbook for an indefinite period. The feature begins on the REVIEW tab with the choice Track Changes, and in the description there it tells us that if you're working with others to make revisions or give feedback, it's particularly useful. But that's not saying that that's the only case where we might use this. What if you were the only user of this workbook and you simply want to keep track of the changes that you're going to make perhaps over the next few weeks, something like that.

When we turn on Track Changes the only choice we have his Highlight Changes. This brings up the highlight changes dialog box, click the box for Track changes while editing. The sentence that follows this might be a little confusing; This also shares your workbook. Does that means that others are using this right now and this immediately gives them access to it? No, it doesn't. It simply puts it in the same status as if you were sharing the workbook and that's the situation where multiple users can make changes, simultaneous changes while they have the workbook open at the same time.

And eventually when we click OK we will see the word Shared in the title bar at the top. So we want to highlight which changes, all changes, by everybody, even if it's only us, highlight the changes on the screen, just click OK. And immediately we see this prompt. Now if you're familiar with the concept of sharing, you know what it really means is that the workbook once we click OK will have the word shared in the title bar. Now once again that does not necessarily mean that others are using this file or can even get to it, all we're concerned about for the moment is tracking changes.

So I'll make a few changes there. I'm going to change this Job Rating to a 5, good. This number here I'm going to adjust, I'm going to make that 75,000, good and you see what's happened as I complete the change with Enter, move away from it. If we slide over these, it looks somewhat like a comment, we see whose made the change, of course in this case it's only me and when. If this was shared and if others were using it, others might have this open at the same time, they wouldn't be seeing the changes that I've just made, but they would be sending a similar kind of display on their screens.

So at some point we might want to revisit this, we might want to see all of these at ones. When we go back to Track Changes, we also have this option here and when you do have multiple users, that's a concern, we might want to Accept or Reject the changes. Let's go back to Highlight Changes, we've made a few changes, only two, but we might want to list the changes on a new sheet. And if we've been doing this for a while we might want to consider not necessarily listing all of them, but just the ones since we last saved or since a certain date something like that.

So if we click OK and it says All, only changes which have been saved can be listed on the history sheet; we didn't save the workbook so I've got to do that first. So I'll simply click File>Save, I could have got the keystroke shortcut there too. Now let's go back to Track Changes>Highlight Changes, List these changes on the new sheet. And once again consider, if this were multiple users, we probably want to check everyone here but we might at certain point say everybody else, everybody but me or just me.

So when we do have multiple simultaneous users we might want to consider that. If we click OK, we see the changes. Now it's only me, I've only made two changes but we see these here. If this is truly shared and multiple users have been making changes at the same time, we might want to review these and go back to Track Changes and consider Accept and Reject Changes, and all the ones we have not yet reviewed by everybody, OK and here is one change, I'll Accept that, okay.

Here is the second one; maybe I will Reject that one. And if we have many, many of these we could Accept All or Reject All. So these are features that you really need to check out on your on, particularly if you are working with multiple users and truly is share where you've got different people changing this at the same time. But in this situation I'm the only user, but I'm finding it very useful to know and remember which changes I've made and where they are. So it's an extremely powerful features, it's an editing tool that helps us keep track of the changes that we've made to a workbook.

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