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Locksmithing for Excel RFPs

 I respond to a fair number of RFP’s in Excel. The RFP’s are usually locked so I can only edit the answer cells, but sometimes there are other restrictions too, like not allowing images or not allowing me to even select and copy the locked cells. How can I tell what restrictions apply to a locked RFP?

Unfortunately there is no simple way to inspect an Excel RFP using Excel alone. Unless the RFP Issuer is kind enough to provide this information in the RFP instructions, you must discover these restrictions by trial-and-error.

However, Expedience is pleased to announce a limited preview release of a new Excel RFP tool, called the Excel RFP Inspector that will help proposal writers analyze the restrictions placed on a RFP Worksheet BEFORE beginning the work or constructing responses.  Read on for more information on Excel RFP data restrictions and how you can register for the preview of the Expedience Excel RFP Inspector.

How Excel RFPs get locked?

In many Excel RFPs, cells that are not used for RFP responses, such as questions and instructions, are locked against editing. To lock cells from editing in an Excel Worksheet requires two steps:

1.      Lock the cells

2.      Protect the sheet

How do you Lock cells in an Excel RFP?

To lock the cells in a spreadsheet, select the cell (or range of cells), click the ‘Format’ button on the Home tab, and set the ‘Lock Cell’ button to ‘on.’

 

The ‘Lock Cell’ button is a toggle button.  It will be shaded when the selected cells are locked and clear when the selected cells are unlocked.  Make sure that the cells that are meant to be edited are set to ‘unlocked’.  Select the editable cells and set the ‘Lock Cell’ button to off.

How do you protect Excel RFP sheet?

Unless a worksheet is protected, locking cells will have no affect.   To protect a sheet, go back to the Home tab, click on the ‘Format’ button, and select ‘Protect Sheet...’

When you protect an Excel worksheet, you are presented with a list of options and ability to set a password:

Checking options ALLOWS users to make edits, so limiting users requires clearing the check box.  The following is the list of options when a sheet is protected:

Check this box

to allow users to

Select locked cells

Allow users to select locked cells (defaulted to true)

Select unlocked cells

Allow users to select unlocked cells (defaulted to true)

Format cells

Change formatting of unlocked cells.

Format columns

Change formatting of columns.

Format rows

Change formatting of rows.

Insert columns

Insert new columns.

Insert rows

Insert new rows.

Insert hyperlinks

Insert new hyperlinks in unlocked cells.

Delete columns

Delete columns that do not contain locked cells.

Delete rows

Delete rows that do not contain locked cells.

Sort

Sort on columns that do not contain locked cells.

Use AutoFilter

Use (but not add) auto filters.

Use PivotTable reports

Formatting, changing the layout, refreshing, or otherwise modifying PivotTable reports, or creating new reports.

Edit objects

Insert or make changes to graphic objects including maps, embedded charts, shapes, text boxes, and controls.  Add or edit comments.

Edit scenarios

Add, view, change scenarios.

 

How can you tell which options are selected on a protected sheet?

Unfortunately, if a sheet is protected, which is commonly the case with Excel RFPs, there is no way to determine this directly.  The options only appear when you protect a sheet.  So, like data validation, you are stuck with trial and error when entering answers into an Excel RFP.

However, the Expedience Excel RFP Inspector tool does give you the ability to evaluate the restrictions placed on a locked Excel RFP:

Visit the Expedience RFP Inspector page to register for the limited preview release, available in June 2016.

 

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