Excel : Audit your Spreadsheet with the Inquire Add-In

new feature for microsoft office 2013For users with the Office Professional Plus package, the Inquire add-in comes pre-installed on Excel 2013. Helping you to analyse, audit and review workbooks, this great new feature also has the potential to highlight errors and security concerns.

We recently discussed, how to take back control of your spreadsheets by reducing “fat finger mistakes” and auditing errors, which can have huge cost implications to businesses. The Inquire add-in is another great tool for preventing these issues from arising and escalating in Excel.

The new tool can be accessed via the Inquire Tab in the ribbon and includes a number of useful functions:

Worksheet relationship

  1. Workbook analysis
  2. Workbook relationship
  3. Worksheet relationship
  4. Cell relationship
  5. Compare files
  6. Clean Excess Cell formatting
  7. Workbook passwords

These seven functions are simple to use, many providing visualisations to help better understand the information.

We all know Excel for being data driven, however, visualising things often makes this mass data easier to understand, take for example recommended charts & graphs or all new quick analysis techniques.

A few of our favourite Inquire features include:

Cell Relationship in Excel 2013

  • Cleaning excess formatting, including formatting in blank cells which bloats file size and contributes to poor performance in Excel.
  • The ability to compare two workbooks, highlighting cells that differ. This is particularly useful during an audit.
  • Being able to visualise the relationships between cells. Understanding the audit trail of how a figure came to be is a great way of maintaining the integrity and accuracy of the data.

How to: Enable the Add-in through File > Options > Add-Ins, from the Manage drop-down choose COM Add-Ins > Go. Tick Inquire and click OK.

To use it select the Inquire Tab in Ribbon > Choose function

For more tips and features on Excel 2013 and other versions, browse Microsoft training Excel courses from STL, available London and UK wide.

Excel 2007 training – workbook protection

If you ever need to send an Excel workbook by email to someone else, you may want to hide certain worksheets. When they receive the file, you want to ensure they cannot unhide any hidden worksheets. After attending an excel training course you may only learn the skills of how to protect a worksheet with a password.

The first step towards protecting the workbook is to hide the required sheets so they are not in view. After that go to the Review Tab on the ribbon:

 

 

 

 

Click on Protect Workbook and then type a password in:

 

 

 

 

 

Once you have entered and confirmed the password click ok. If you right click over one of the Worksheet tabs, the Hide and Unhide options will be greyed out. The password would then be needed to obtain access to the hidden sheets.