How To Display Workbook Properties In Excel

Discover the straightforward steps to view workbook properties in Excel, an essential skill for efficiently managing and understanding your data files. Knowing how to access this information streamlines your workflow and aids in document organization.

Following this guide, we'll also delve into how Sourcetable offers a more user-friendly approach to managing workbook properties compared to the traditional Excel experience.

Display Workbook Properties in Excel

Accessing Document Properties

To display workbook properties in Excel versions 2019, 2016, and 2013, navigate to the 'File' tab which reveals the 'Info' section. Here, you will find various properties displayed. Excel 2010 and 2013 require a deeper search for document properties, yet the 'File' tab remains the starting point.

Types of Document Properties

Excel categorizes document properties into five types: standard, automatically updated, custom, organization-specific, and document library properties. The Document Panel in Excel shows a limited selection of these properties for quick reference.

Adding an Author

Excel allows for the quick addition of an author to the workbook properties. By default, the author is set to the Windows username, but this can be altered as needed within the properties section.

Password Protection

Securing workbook properties includes the option to set a password to modify the file, adding an extra layer of protection and control over the editing of document properties.

Viewing and Modifying Properties

For a more detailed look at document properties, or to make changes, utilize the Document Panel, the Properties dialog box, or Windows Explorer. These methods provide comprehensive access to all document properties.

Document Inspector and SharePoint

The Document Inspector is a vital tool for checking hidden data or personal information within workbook properties and can be used to remove them. Additionally, details on how to synchronize document properties with SharePoint site columns can assist in maintaining consistency across platforms.

Excel vs. Sourcetable: Streamlining Data Integration

Discover the efficiency of Sourcetable in aggregating data across multiple sources. With its integrated approach, Sourcetable stands out as the go-to for centralized data management, setting a new standard against traditional tools like Excel.

Excel's familiar interface is powerful for data analysis but lacks native capabilities to automatically pull in data from various sources. Sourcetable fills this gap by offering seamless data integration, catering to the evolving needs of modern data handling.

Experience the future of spreadsheet assistance with Sourcetable's AI copilot. Unlike Excel, Sourcetable's AI simplifies formula creation and templating, providing a more intuitive and supportive user experience.

Enhance productivity with Sourcetable's innovative chat interface, a stark contrast to Excel's manual formula input. This feature positions Sourcetable as a revolutionary tool for users seeking streamlined spreadsheet interactions.