When you store your files on a server, you can assign values to properties that make it easier for you and your colleagues to find files related to a project.
- [Instructor] When you create an Excel workbook, the program records your user name, the date and time you created the file, and when it was last modified. These bits of information are called properties. If you use Excel at work, you'll probably run into situations where you're on vacation and one of your colleagues needs to find a file that contains data for a project. When you store your files on a server, you can assign values to properties that make it easier for you and your colleagues to find files related to a project. I'll demonstrate how to change a file's properties in this movie.
My sample file is the Properties workbook and you can find it in the Chapter02 folder of your Exercise Files collection. Setting workbook properties is one of the actions that you can't start from the ribbon. Instead you need to go to the menu system, which I prefer to have displayed at the top of the screen. If, however, you are working in full screen mode and you don't see the menu. For example, if you click the Maximize button here and all you see is the ribbon, then you can't get to the menu, except by moving your mouse pointer over the very top edge of the program window, that will temporarily display the menu and then you can bring it back entirely by clicking the Restore button here.
I could also have worked with the menu while is was displayed temporarily. But in this case I'll go to the File menu and the last item is Properties. So there we have the Properties dialog box, and you see that we have the type, where it's stored, size, when it was created, when it was last modified, and so on. Now I will click the Summary tab. And you can see that I have my name, the author, and then also the name of my company. And the title for this document, which is just used for internal reference, I'll make it Monthly Inquires.
I'll leave Subject blank. And for the Category I'll call that inbound, for inbound marketing, in other words, the number of people who reach out to us. Then for Keywords, I'll say inbound, marketing, and inquires. I won't create any comments or provide a hyperlink base, which would allow me to shorten links within the document. And I'll leave Save preview picture with this document selected. Now I can get information going to Statistics, and there isn't a lot.
I see that this file that I'm working on was originally created all the way back in 2010, but was most recently modified in July of '18. And then go to Content and all I see is a single worksheet called Sheet1. And then I can go to the Custom tab. The Custom tab allows me to use either existing properties or create new properties and provide values for them. So let's say, for example, that I have my department, so I'll click Department, and then that'll be text value.
And for the value associated with the department property, I'll say marketing, and then click Add. And I see that down in the Properties list. If I wanted I could enter a new category, so type in Category and now I can change the Type if I want to. For example, instead of Text, I can make it a number. So I'll click Number, and then for the value I'll type three. And again the suggested internal reference. Now I'll click Add and I have created my new property.
If I want to get rid of either of them. For example, get rid of the Category property, I can click it, and click Delete. And when I'm done I can click OK. And now my workbook has the properties that I created assigned to it.
- Creating workbooks
- Manipulating cell data
- Sorting, filtering, and managing worksheets
- Using core functions and formulas
- Formatting worksheet elements
- Creating and managing conditional formats
- Working with charts
- Adding images and shapes
- Working with PivotTables
- Exporting workbooks
Skill Level Beginner
What you should know1m 11s
1. Getting Started with Excel
2. Managing Workbooks
3. Working with Worksheets, Cells, and Cell Data
4. Sorting, Filtering, and Managing Worksheets
5. Summarizing Data Using Formulas and Functions
6. Formatting Worksheet Elements
7. Working with Charts
8. Working with External Data and Objects
9. Exploring PivotTables
10. Reviewing and Sharing Spreadsheets
Further information1m 2s
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