Protect worksheets from edits

Protect worksheets from edits in Microsoft Excel — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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This workbook goes to external auditors next week. Protect the schedules that feed the consolidated…
This workbook goes to external auditors next week. Protect the schedules that feed the consolidated model so nobody overwrites formulas: lock cells with formulas and protect the sheet with a password I will give to audit lead Rachel, but leave input sheets unlocked for the FP&A team. Confirm that ranges named Inputs remain editable and that pivot caches still refresh.

Improve — make it easier to accept

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Before I lock anything down, make the file easy to review and safe to protect: identify and list…
Before I lock anything down, make the file easy to review and safe to protect: identify and list all formula cells and key reconciliation tables, unlock the two input sheets named ‘Assumptions’ and ‘Actuals’, and add a short warning comment on protected sheets explaining who to contact for changes. Flag any macros or linked sheets that will stop working when protection is applied.

Decide — diagnose the stuck moment

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I protected the schedule but someone still overwrote formulas on row 40. I don’t know whether I…

I tried to protect the sheet and formulas still changed.

I protected the schedule but someone still overwrote formulas on row 40. I don’t know whether I missed locking that range or whether a macro is running with elevated permissions. What’s the most likely cause, and what immediate steps secure the model without disrupting the planning team’s inputs? Include how to test protection and how to communicate password custody to avoid future accidental edits.

Become — change the pattern

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Every quarter handoff results in broken formulas because recipients edit the wrong cells. I need a…

We repeatedly get broken formulas after file handoffs.

Every quarter handoff results in broken formulas because recipients edit the wrong cells. I need a durable habit that keeps the model intact across reviews. Recommend a protection policy: when to lock sheets, which areas remain editable, naming conventions for input sheets, and a short handoff checklist I can enforce so the model arrives whole at audit and planning meetings.

Next to this one

Other spreadsheet work people do in Microsoft Excel.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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Same library, five ways in.