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| Microsoft Excel > Protection > Protecting Workbooks | < Previous | Next > |
Step 1 - What will it Protect ? |
By default all cells will be protected when a worksheet is protected. | ||
It is possible to allow certain cells not to be locked by using the (Format > Cells)(Protection tab) Locked checkbox. | ||
You can prevent a user from changing the structure of a workbook and to lock in the position of the workbook window itself. | ||
Protecting a workbook not only will protect all the worksheets within it but will also prevent any changes to the way the workbook window is displayed. | ||
If you are working with sensitive data it is possible to include an even greater level of security to passwords. | ||
In addition to assigning a general password which is needed to open the workbook you can also assign a different password that is needed to actually modify the workbook. |
Step 2 - Protecting a workbook |
You can protect an individual worksheet by selecting (Tools > Protection > Protect Workbook). |
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Structure - This prevents any worksheets from being added, renamed, deleted, copied, inserted or displayed. | ||
Windows - This prevents any windows from being resized, unhidden, moved or closed. The control menu in the top right corner will actually disappear. |
Step 3 - (Tools > Options)(Security tab) |
You can prevent other people from opening a workbook and/or modifying it by assigning a password to it. | ||
The easiest way to save a workbook with password protection is to select (Tools > Options)(Security tab). | ||
You can enter a password to open the workbook and it is also possible to enter a different password to be able to modify the file. |
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Step 4 - (File > Save As)(Tools > General Options) |
You can also assign password protection from the (File > Save As) dialog box. | ||
Press the Tools drop-down button and choose "General" options. |
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Always create backup - Saves a backup copy each time you save the workbook. For more details please refer to the Saving Workbooks page. | ||
Password to Open - Type a password in the Password to open box to prevent others from opening a workbook without the password. A password is case sensitive and can contain up to 15 characters, including letters, numbers, and symbols. If you lose the password, you cannot open the workbook. | ||
Password to Modify - Type a password in the Password to modify box to prevent another user from opening, making changes in, and saving the workbook without a password. If someone opens the workbook as read-only and changes it, it must be saved with a different name. A password is case sensitive and can contain up to 15 characters, including letters, numbers, and symbols. If you lose the password, you cannot open the workbook. | ||
Read-only recommendation - Recommends that others open a workbook as read-only. If someone opens the workbook as read-only and changes it, it must be saved with a different name. |
After the read-only option has been set anyone who opens the file will receive a prompt asking them to open the file as read-only. | ||
Unfortunately the prompt does not enforce the read-only. Any changes made can be saved to a new file with a different name. | ||
You can prevent other people from modifying your workbook(s) by password protecting them. Enter a password in the "Password to modify" field. The workbook can be opened as "read-only" without the password. | ||
You can have a maximum number of 15 characters |
Step 4 - Opening a Protected Workbook |
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If the Workbook you are opening had a "Password to Modify" allocated to it you will be prompted by a further dialog box. |
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Passwords are case sensitive. You must type uppercase and lowercase letters exactly as they were entered when the password was created. Before you open a workbook that requires a password, make sure you have not pressed the CAPS LOCK key. | ||
Any commands that are unavailable due to the workbook being protected are disabled (i.e. greyed out). |
Step 5 - UnProtecting a Workbook |
To remove protection select (Tools > Protection > Unprotect Workbook). If prompted, enter the password. (If you are prompted for a password and you do not know the password, you cannot remove protection.) |
Step 6 - Things to Remember |
To protect a workbook without protecting the windows, point to Protection on the Tools menu, click Protect Workbook, and then clear the Windows check box. | |||
Passwords are case-sensitive and can have up to 15 characters. Before you open a workbook that requires a password, make sure you have not pressed the CAPS LOCK key. | |||
If you hide a worksheet and then protect the workbook, the (Format > Sheet > Unhide) command will be disabled. |
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