New Perspectives Excel 2013
Tutorial 12:
SAM Project 1a
Highland Community Preschool
Collaborating on a
Shared Workbook
PROJECT DESCRIPTION
Highland Community Preschool,
a local non-profit nursery school, held its annual “Casino Night” fundraising
event last weekend. Becca Gerner, the Chairperson of the Fundraising Committee
for the school, generated a workbook to track the expenses and income from the
event and shared that workbook with the committee to get their feedback. She
asked for your help consolidating the information provided by the board members
into her original workbook. Becca has already received feedback from Abraham
Miller, but will need you to merge the edited workbooks from Stephanie Lorenz
and Kevin Staszowski and then review the changes made by the board members.
After addressing all the suggested changes, you will prepare the workbook for a
final review by Becca Gerner.
GETTING STARTED
- Download the following files from the SAM website:
- NP_Excel2013_T12_P1a_FirstLastName_1.xlsx
- Open the file you just downloaded and save it with the name:
- NP_Excel2013_T12_P1a_FirstLastName_2.xlsx
- Hint: If you do not see the .xlsx file extension in the Save file dialog box, do not type it. Excel will add the file extension for you automatically.
- To complete this SAM Project, you will also need to download and save the following data files from the SAM website onto your computer:
- support_NP_E13_T12_P1a_ksnotes.xlsx
- support_NP_E13_T12_P1a_slnotes.xlsx
- Open files NP_Excel2013_T12_P1a_FirstLastName_2.xlsx. Ensure that your first and last name is displayed in cell B6 of the Documentation sheet. If cell B6 does not display your name, delete the file and download a new copy from the SAM website.
- To complete this project, you will need to add the Compare and Merge Workbooks button to the Quick Access Toolbar. To add this button to the Quick Access toolbar, complete the following set of instructions:
- In the Quick Access Toolbar, click the Customize Quick Access Toolbar button and select the More Commands option from the drop-down menu.
- In the Excel Options dialog box, select the Commands Not in the Ribbon option from the drop-down menu associated with the Choose commands from: option.
- Find the Compare and Merge Workbooks option from the list of commands. Click on this command and click the Add button. The Compare and Merge Workbooks option should be the last item in the Quick Access Toolbar.
- Click the OK button to close the Excel Options dialog box.
PROJECT STEPS
1. Using
the Compare and Merge Workbooks
option, perform the following steps:
a. Merge
the support_NP_E13_T12_P1a_slnotes.xlsx workbook
into the NP_Excel2013_T12_P1a_FirstLastName_2.xlsx
workbook.
b. Merge
the support_NP_E13_T12_P1a_ksnotes.xlsx workbook
into the NP_Excel2013_T12_P1a_FirstLastName_2.xlsx
workbook.
For Steps 2-12, you
will be accepting or rejecting the changes in the workbook as described below.
2. Go to
the Overview worksheet. Using the Accept/Reject Changes option, review the
changes made in the range A1:F16 of
the Overview worksheet (Hint:
Confirm your Select Changes to Accept
or Reject dialog box matches Figure
1 before proceeding).
Figure 1: Overview Worksheet - Select Changes to Accept or Reject Dialog Box
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Microsoft product screenshot
reprinted with permission from Microsoft Incorporated. Copyright ©
2014 Cengage Learning. All Rights Reserved.
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On the Overview
worksheet, accept the change made by
Stephanie Lorenz to cell B2.
3. On
the Overview worksheet, reject the change made in cell C12.
4. On
the Overview worksheet, accept the change made in cell D12.
5. Go to
the Income worksheet. Using the Accept/Reject Changes option, review the
changes made in the range A1:P34 of
the Income worksheet (Hint: Confirm your Select Changes to Accept or Reject dialog box matches Figure 2 before proceeding).
Figure 2: Income Worksheet - Select Changes to Accept or Reject Dialog Box
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Copyright
© 2014 Cengage Learning. All Rights Reserved.
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On the Income worksheet,
accept the change made by Stephanie Lorenz to the cell B2.
6. On
the Income worksheet, accept the change made in cell C7.
7. On
the Income worksheet, accept the change made in cell H11.
8. On
the Income worksheet, accept the change made in cell O11.
9. Go to
the Expenses worksheet. Using the Accept/Reject Changes option, review the
changes made in the range A1:H14 of
the Expenses worksheet (Hint: Confirm your Select Changes to Accept or Reject dialog box matches Figure 3 before proceeding).
Figure 3: Expenses Worksheet - Select Changes to Accept or Reject Dialog Box
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Copyright
© 2014 Cengage Learning. All Rights Reserved.
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On the Expenses
worksheet, accept the change made by Stephanie
Lorenz to cell B2.
10. On
the Expenses worksheet, accept the
change made in cell B6 by Abraham Miller.
11. On
the Expenses worksheet, reject the change made in cell D10.
12. On
the Expenses worksheet, reject the change made in cell C5 and then turn off workbook sharing, clicking yes when prompted with a
warning message.
13. Go to
the Overview worksheet. Delete the four (4) comments made by Abraham Miller from this worksheet. Do
not delete the comments made by Stephanie Lorenz or Kevin Staszowski (Hint: Use the Show/Hide Comment option
to quickly identify all the comments).
14. Go to
the Income worksheet. Delete all comments in this worksheet.
15. Go to
the Expenses worksheet. Delete only the comments associated
with cell B2, B6, and D10.
16. Delete the hidden worksheet
named Notes from the workbook (Hint: If you use the Document Inspector, do not delete the
document properties or personal information from the workbook).
17. Add
the following document properties to the workbook:
a. Title:
Casino Night Fundraiser
b. Tags:
Casino Night; Fundraiser
Hint:
This field may also be called Keywords, depending on how you access the document properties of
the workbook.
c. Comments:
Final Review draft of the Casino Night
Fundraiser report for 2016
d. Status:
Final Review Draft
18.
Add a custom Document property to the worksheet with the name Checked By, the Text data type
(which is the default for this property), and the value AM, SL, KS.
19.
Mark the workbook as Final.
Save and close the workbook.
Your workbook should look like the Final Figure on the following
page. Note that the ‘Show all comments’ option is selected for the worksheets
shown in the Final Figure. Save your changes, close the workbook, and exit
Excel. Follow the directions on the SAM website to submit your completed project.
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Final Figure 1: Overview Worksheet
Final Figure 2: Income Worksheet
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Final Figure 3: Expenses Worksheet
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