Collaborating effectively in Excel 365

Excel Microsoft 365 (2021)    |    Intermediate
  • 14 videos | 49m 49s
  • Includes Assessment
  • Earns a Badge
  • Certification CPE
Rating 4.6 of 378 users Rating 4.6 of 378 users (378)
With Excel 365's sharing and collaboration tools, working as a team has never been easier. To facilitate efficient collaboration, see how to keep track of workbook versions, track changes, and comments. Excel 365 also enables one to easily share workbooks via email or upload them to OneDrive and SharePoint. In this course, you will explore how to collaborate with other users on an Excel workbook; how to edit a workbook's properties; track any changes made to your workbook data; and learn how to manage a workbook's version history. You will also discover how to protect Excel workbooks from unwanted edits, and manage a workbook's comments. Furthermore, you will discover how to manage your Excel 365 account and the services you have connected to it and how to save your workbooks to OneDrive. Explore how to use the integrated email function to send your Excel workbook to other users via email. You will discover how to share workbooks via a link. And manage link access and permissions, so you can change link editing permissions to be more restrictive or open. Finally, you can choose the format for the workbook, send it as a PDF, and view a workbook's statistics. In order to practice what you have learned, you will find practice exercises and samples in the Course Contents pane or in the Resources section.

WHAT YOU WILL LEARN

  • Discover the key concepts covered in this collaborating effectively in excel 365 course
    Send excel 365 content via email
    Manage your account and connected services in excel 365
    Save excel 365 content to onedrive
    Share an excel 365 workbook via a link
    Manage link access permissions in excel 365
    Collaborate on an excel 365 workbook
  • Edit workbook properties in excel 365
    Follow and track changes in excel 365
    Manage a workbook's version history in excel 365
    Protect an excel 365 workbook
    Manage comments in excel 365
    Save your excel 365 workbook as a pdf
    View workbook statistics in excel 365

IN THIS COURSE

  • 51s
    This video outlines the key content covered in this Microsoft 365: Collaborating effectively in Excel 365 course, including how to share and save a workbook, follow and track changes in a workbook, and how to manage a workbook’s version history. FREE ACCESS
  • 3m 53s
    Excel 365 has an integrated email function that enables you to quickly send your worksheets to other users. You can easily add recipients and choose from different formats, including XLS and PDF. In this video, you will discover how to send Excel 365 content via email. FREE ACCESS
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    3.  Managing your account and connected services
    3m 26s
    It's easy to view the details associated with your Microsoft installation of Excel 365. You can also connect multiple services, such as SharePoint and OneDrive. In this video, you will discover how to manage your account and connected services in Excel 365. FREE ACCESS
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    4.  Saving content to OneDrive
    3m 11s
    Excel 365 workbooks can be saved to OneDrive, Microsoft's cloud storage service. With OneDrive you can access your documents from any location with an internet connection. In this video, you will learn how to save Excel 365 content to OneDrive. FREE ACCESS
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    5.  Sharing a workbook via a link
    3m 48s
    In Excel 365, you can enable collaboration on workbooks by sharing a link. You can also see workbooks that have been shared with you. In this video, you will explore how to share an Excel 365 workbook via a link. FREE ACCESS
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    6.  Managing link access and permissions in Excel 365
    5m 47s
    In Excel 365, you can change the editing permissions for a link to be more restrictive or open, depending on your preferences. The permissions can even be changed after the link has been sent. In this video, you will learn how to manage link access permissions in Excel 365. FREE ACCESS
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    7.  Collaborating on an Excel workbook
    3m 39s
    In Excel 365, you can easily collaborate on a workbook in real-time. Once you share a workbook saved to the cloud, you can see who is viewing and editing it, access their contact card, or their SharePoint profile. You can even start a chat. In this video, you will discover how to collaborate on an Excel 365 workbook. FREE ACCESS
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    8.  Editing workbook properties
    3m 54s
    An Excel 365 workbook contains properties with additional information, such as the author, modification dates, and a host of other categories. Once you access the information, you can modify it. In this video, you will discover how to edit workbook properties in Excel 365. This video aligns with MOS MO-200 / Excel Associate Certification exam objective: 1.4.5 Modify basic workbook properties. FREE ACCESS
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    9.  Following and tracking changes
    4m 26s
    In Excel 365, it may be necessary to keep track of changes made to a shared workbook. You can choose to highlight changes and then accept or reject them. In this video, you will discover how to follow and track changes in Excel 365. FREE ACCESS
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    10.  Managing a workbook's version history
    3m 44s
    In Excel 365, you can open an older version of a workbook or check it out so that no one can edit it at the same time. This is useful when multiple people are working on the workbook. In this video, you will discover how to manage a workbook's version history in Excel 365. This video aligns with MOS MO-201 / Excel Expert Certification exam objective: 1.1.4 Manage workbook versions. FREE ACCESS
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    11.  Protecting a workbook
    4m 53s
    In Excel 365, you can protect data you've inserted into your workbook. You can protect individual worksheets, prevent other users from restructuring the workbook, or lock it with a password. In this video, you will learn how to protect an Excel 365 workbook. This video aligns with MOS MO-201 / Excel Expert Certification exam objective: 1.2.2 Protect worksheets and cell ranges. As well as MOS MO-201 / Excel Expert Certification exam objective: 1.2.1 Restrict editing and MOS MO-201 / Excel Expert Certification exam objective: 1.2.3 Protect workbook structure. FREE ACCESS
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    12.  Managing comments
    3m 40s
    Comments are a useful way of collaborating and coordinating within an Excel 365 workbook. You can leave notes or questions attached to data entries. In this video, you will explore how to manage comments in Excel 365. This video aligns with MOS MO-201 / Excel Expert Certification exam objective: 1.2.5 Manage comments. FREE ACCESS
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    13.  Saving your workbook as a PDF
    2m 53s
    The portable document format, or PDF for short, is an easily shared and printed format that can't be modified. It can be opened and viewed by most operating systems and devices. In this video, you will learn how to save your Excel 365 workbook as a PDF. This video aligns with MOS MO-200 / Excel Associate Certification exam objective: 1.5.2 Save workbooks in alternative file formats. FREE ACCESS
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    14.  Viewing workbook statistics
    1m 44s
    In Excel 365, you can get a summarized overview of the workbook. This information includes the number of sheets, charts, tables, and external connections. In this video, you will discover how to view workbook statistics in Excel 365. FREE ACCESS

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