Finalizing and Protecting Workbooks in Excel

Ever wonders how can you Finalizing and Protecting Workbooks in Excel? Here is how.



Before sharing a workbook, you’ll want to make sure it doesn’t include any spelling errors or information you want to keep private. Fortunately, Excel includes several tools to help finalize and protect your workbook, including Spell Check and the Document Inspector.

Use Spell Check:

  • From the Review tab, click the Spelling command.
  • The Spelling dialogue box will appear. For each spelling error in your worksheet, Spell Check will try to offer suggestions for the correct spelling. Choose a suggestion, then click Change to correct the error.
  • A dialogue box will appear after reviewing all spelling errors. Click OK to close Spell Check.

Note: If there are no appropriate suggestions, you can also enter the correct spelling manually.

Ignoring spelling errors

Spell Check isn’t always correct. It will sometimes mark certain words as incorrect, even if they’re spelled correctly. This often happens with names, which may not be in the dictionary. You can choose not to change a spelling “error” using one of three options:

Ignore Once: This will skip the word without changing it.
Ignore All: This will skip the word without changing it and also skip all other instances of the word in your worksheet.
Add: This adds the word to the dictionary so it will never appear as an error again. Make sure the word is spelled correctly before choosing this option.

Document Inspector

Whenever you create or edit a workbook, certain personal information may be added to the file automatically. You can use the Document Inspector to remove this kind of information before sharing a workbook with others.

Note: Because some changes may be permanent, it’s a good idea to save an additional copy of your workbook before using the Document Inspector to remove information.

Use the Document Inspector:

  • Click the File tab to access Backstage view.
  • From the Info pane, click Check for Issues, then select Inspect Document from the drop-down menu.
  • The Document Inspector will appear. Check or uncheck boxes, depending on the content you want to review, then click Inspect. In our example, we’ll leave everything selected.
  • The inspection results will appear. Highlight the unnecessary data and click Remove All to remove that information from the workbook.
  • When you’re done, click Close.

Protecting your workbook

By default, anyone with access to your workbook will be able to open, copy, and edit its content unless you protect it. There are many different ways to protect a workbook, depending on your needs.

Protect your workbook:

  • Click the File tab to access Backstage view.
  • From the Info pane, click the Protect Workbook command.
  • In the drop-down menu, choose the option that best suits your needs. In our example, we’ll select Mark as Final. Marking your workbook as final is a good way to discourage others from editing the workbook, while the other options give you even more control if needed.
  • A dialogue box will appear, prompting you to save. Click OK.
  • Another dialogue box will appear. Click OK.
  • The workbook will be marked as final.

Note: Marking a workbook as final will not prevent someone from editing it. If you want to prevent people from editing it, you can use the Restrict Access option instead.

Please leave your comments below with your thoughts or alternative methods.

Nik

Experienced IT Consultant working and living in the UK. In early years he was born and raised up in Greece and been to the UK since studies. He is passionate with technology, gadgets and computers, he really likes the internet and IT in general.

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