Intermediate level · Module 4: Interactive Dashboards and Sharing Workbooks · Lesson 3 of 3
Protecting, Documenting and Sharing
Protect workbook structure, document how it works and share it appropriately.
In this lesson you will
- Apply sheet and workbook protection appropriately
- Write documentation and share safely
Key concepts
sheet protectionlocked and unlocked cellsdocumentation sheetsharing and version control
The lesson
Unlock input cells and protect sheets so users can enter data without breaking formulas. Protect workbook structure to prevent sheets being deleted.
Protection prevents accidents, not determined access. Never store passwords or personal data you would not want shared in a workbook sent to others.
Add a documentation sheet: purpose, data sources, how to refresh, definitions of measures and who maintains it. Share through a controlled location with version history.
Step by step
- Unlock input cells and protect sheets.
- Protect the workbook structure.
- Write the documentation sheet.
- Share through a folder with version history.
Practice activity
Prepare the reporting system for sharing with a user guide.
Expected result: A protected, documented workbook another person can use.
Check your understanding
-
Is sheet protection a security measure for sensitive data?
Show answer
No; it prevents accidents, not determined access.
-
Name three things a documentation sheet should include.
Show answer
For example purpose, data sources and how to refresh.
Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.