How to Add Excel Custom Properties | Excel Tutorials No 14

How to Add Excel Custom Properties | Excel Tutorials No 14
Welcome to our tutorial on how to add custom properties in Microsoft Excel! Adding custom properties is crucial for organizing and categorizing your files, making them easier to manage and search. These properties provide quick context with relevant details like client names or project deadlines, enhancing metadata for tracking and reporting.
Key Highlights:
🗂 Custom Properties: Learn how to add custom properties to your Excel workbooks for better organization.
🔍 Enhanced Metadata: Improve file tracking with additional details like 'Client' and 'Date Completed'.
📊 Effective Management: Organize and categorize your workbooks efficiently.
Detailed Steps:
Open Excel:
Start by opening Excel and ensuring your workbook is ready.
Access Backstage View:
Click on the 'File' tab to access the backstage view.
View Workbook Properties:
In the sidebar, select 'Info' to view the workbook's properties.
Open Advanced Properties:
Under 'Properties', click 'Advanced Properties' to open a detailed dialog box.
Add Custom Properties:
Navigate to the 'Custom' tab. Here, you can add new properties:
Example: Add 'Client' as a custom property. Select 'Text' as the type, enter 'ABC Ltd' as the value, and click 'Add'.
Add 'Date Completed'. Select 'Date' as the type and enter today’s date. Click 'Add'.
Save and Delete Properties:
Press 'OK' to save your changes. To delete a custom property, reopen the 'Advanced Properties' dialog box, select the property, and click 'Delete'. Press 'OK' to finalize.
Recap:
Adding custom properties in Excel helps you organize your workbooks more effectively. Enhance your workflow with these easy steps!
Time Stamp
00:00 Add Excel Custom Properties - Introduction
00:28 Add Excel Custom Properties - Access Custom Properties
00:49 Add Excel Custom Properties - Add Custom Properties
01:28 Add Excel Custom Properties - Delete a Custom Property
01:43 Add Excel Custom Properties - Recap and Video Closing
Special Note
This is our Excel for Beginners tutorial series! Whether you're completely new to Excel or looking to brush up on the basics, this series will guide you through everything you need to know to get started with Microsoft Excel. From understanding the interface to mastering essential functions, we cover it all in easy-to-follow, step-by-step tutorials.
This Content Contain Details on
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