New Perspectives Excel 2016 | Module 12: SAM Project 1a Historic Maryland Experience COLLABORATING ON A SHARED WORKBOOK GETTING STARTED ? Open the file NP_EX16_12a_ FirstLastName _1

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New Perspectives Excel 2016 | Module 12: SAM Project 1a

Historic Maryland Experience

COLLABORATING ON A SHARED WORKBOOK

GETTING STARTED

?

Open the file

NP_EX16_12a_

FirstLastName

_1.xlsx

, available for download

from the SAM website.

?

Save the file as

NP_EX16_12a_

FirstLastName

_2.xlsx

by changing the “1” to

a “2”.

o

If you do not see the

.xlsx

file extension

in the Save As dialog box, do not

type it. The program 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:

o

Support_NP_EX16_12a_Wilson.xlsx

o

Support_NP_EX16_12a_Yang.xlsx

NOTE: Do not open the support files as you may not be able to merge them.

?

With the file

NP_EX16_12a_

FirstLastName

_2.xlsx

still open, ensure that your

first and last name is displayed in cell B6 of the Documentation sheet.

o

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 need to add the Compare and Merge Workbooks

button to the Quick Access Toolbar

as follows:

o

On the

Quick

Access Toolbar, click the Customize Quick Access Toolbar

button, and then click More Commands.

o

In the

Excel

Options dialog box, click the Choose commands from arrow,

and then click Commands Not in the Ribbon.

o

In the list of commands, click Compare and Merge Workbooks, and then

click the Add button.

o

Click the

OK

button to close the Excel Options dialog box.

PROJECT STEPS

1.

You are an assistant at the Historic Maryland Experience, a nonprofit

organization in Baltimore, Maryland, that sponsors tours and other activities to

engage visitors in the colonial history of the area. George Shaw, the executive

director, created a workbook to automate customer invoices, and then shared

the workbook with the staff for their review. He asked for your help

consolidating the staff’s changes and comments into his original workbook. He

already received feedback from Emily Legrey, and now needs to include

changes and comments from Jared Wilson and Kendra Yang. He also wants you

to prepare the workbook for his final review.

Use the

Compare and Merge Workbooks

feature to include comments and

changes from reviewers

as follows:

a.

Merge the

Support_NP_EX16_12a_Wilson.xlsx

workbook, available

from the SAM website, into the

NP_EX16_12a_

FirstLastName

_2.xlsx

workbook.

b.

Merge the

Support_NP_EX16_12a_Yang.xlsx

workbook, available from

the SAM website, into the

NP_EX16_12a_

FirstLastName

_2.xlsx

workbook.

2.

Switch to the

Invoice

worksheet. Begin to review the comments in the

workbook. Respond to the comment from Kendra Yang in cell F3 as follows:

a.

Change the text in the range F3:F5 to the

Automatic

color.

b.

Delete the comment in cell F3.

3.

Review the next comment in the workbook, which is from Kendra Yang in cell F8.

Edit the comment by including

Yes

as the response.

4.

Review the next comment, which is from Emily Legrey in cell A12, and then

delete it.

5.

Review and respond to the next comment, which is from Kendra Yang in cell

A13, as follows:

a.

Delete the comment in cell A13.

b.

Change the text in the range A13:C13 to the

Automatic

color.

6.

Review the next comment, which is from Jared Wilson in cell B19, and then

delete it.

7.

Using the

Accept/Reject Changes

command, specify that you want to review

the changes made in the range

A2:J23

.

Do not specify when or who made the

changes.

a.

Accept the change made by Jared Wilson in cell B19.

b.

Accept only the change made by Kendra Yang in cell F20.

Turn off workbook sharing. (

Hint

: Click Yes when prompted by the warning

message.)

8.

Switch to the

Customer Data

worksheet. Review and respond to the next

comment, which is from Emily Legrey in cell B1, as follows:

a.

Delete the comment in cell B1.

b.

Insert a row above the first row.

c.

In cell A1, enter

Weekly Sales Data

as the worksheet title.

d.

Apply the

Title

cell style to the new title.

9.

Delete the remaining comments on the

Customer Data

worksheet.

10.

Switch to the

Invoice

worksheet. In cell J6, use

7/4/2018

as the date instead of

6/4/2018.

11.

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.)

12.

Add the following document properties to the workbook:

a.

Title:

HME Tour Invoices

b.

Tags:

Invoices, Tickets, Customers

(

Hint:

This field might also be called “Keywords”, depending on how you

access the document properties of the workbook.)

c.

Comments:

Final review draft of the workbook for generating

invoices

d.

Status:

Final Review Draft

13.

Add a custom Document property with the name

Checked

by

to the workbook.

Accept the default Text data type and use

GS, EL, JW, KY

as the value.

14.

Mark the workbook as

Final

.

Your workbook should look like the Final Figures on the following page. Save your

changes, close the workbook, and then exit Excel. Follow the directions on the SAM

website to submit your completed project.

Final Figure 1: Invoice Worksheet

Final Figure 2: Customer Data Worksheet