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 username, 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 define property values in this movie.
If you want to assign properties to an Excel workbook, then you need to open the properties dialog. To do that you need to use the menu bar. If you're not working in full screen mode, you might already see the menu bar. In this case, I am in full screen, so I will move my mouse pointer over the top edge of the program window. That displays the menu bar, and I'll click file, and I will go down to the very bottom of the list and click properties. That opens the properties dialog.
On the general page, you see general information about the workbook and on the summary page, you'll see the workbook's title, it doesn't have one yet, subject, author name, company name, and other items that you see here. The property I want to focus on here is keywords. So I'll click that. Keywords are search terms that you can use to find files on a server. So, for example, if you use the keyword of inquiries in this file then you would know that it refers to inquiries from customers.
So in the keywords box, which I've already selected, I will type inquiries then a coma. And for the next keyword, let's say that I do 2018 and that is the year that I know this data is from. Other properties that are available are the statistics page and this has revision number, total editing time, and so on. Next we have content, and that just shows a structure of the workbook. In this case, I only have one worksheet called sheet one.
I would also see charts, chart sheets, and other elements. Finally, there is the custom tab. And here we have a number of existing properties that they didn't want to put on the front level. See I have checked by the client date completed, and if I scroll down, you can see that there are quite a few other properties that you can use. Let's say that I want to create a custom property. And, let me see, I'll scroll down.
Is there a project? Yes there is. So let's say that I want to use project, so I'll click that, there's the name, I'll make a text, and for the value in this case, I will say internal inquiry tracking. Now I can add this property by clicking add and it appears in the properties list here at the bottom.
If I want to delete a custom property, then I can go down to the properties list, I'll click project, and click delete, and it gets rid of it. When you're done working with properties, you can click OK, or if you don't want to save any of the changes you made, you can click cancel. Reviewing a workbook's properties provides a lot of useful information. You can add even more information to your workbooks by adding keywords or assigning values to other properties.
- Creating workbooks
- Manipulating cell data
- Using core functions and formulas
- Formatting worksheet elements
- Creating PivotTables
- Collaborating with others
- Working with charts
- Adding images and shapes
- Saving workbooks
- Printing files
Skill Level Beginner
1. Get Started with Excel
2. Manage Workbooks
3. Work with Worksheets, Cells, and Cell Data
4. Sort, Filter, and Manage Worksheets
5. Summarize Data Using Formulas and Functions
6. Format Worksheet Elements
7. Work with Charts
8. Work with External Data and Objects
9. Explore PivotTables
10. Review and Share Your Spreadsheets
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.