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JulieG1974's avatar
JulieG1974
Copper Contributor
Feb 18, 2019
Solved

Protect 'summary' sheet from editing but enable grouping - is it possible?

I have a document with several editors who should be allowed to input data.  

 

All those individual editor spaces come together in a 'summary' page which i want to protect from being edited.  However, I want 'viewers' to be able to expand the rows (groups) so they can SEE the data, just not edit it (unless doing so on the appropriate tab)

 

Is this possible...... grouping available on a protected sheet.

 

Or should I protect some other way, lock particlar cells... any suggestions welcomed.

  • As far as I'm aware you need to use VBA to do this using Sheet.EnableOutlining = True

     

    Right Click on your summary tab and select View Code

     

     

    Then paste this code in the window

     

     

    Private Sub Worksheet_Activate()
    
    With ActiveSheet
    
    .Protect Password:="XYZ", UserInterfaceOnly:=True
    .EnableOutlining = True
    
    End With
    
    
    End Sub
    

     

    This code could be put in a workbook open event or wherever is suitable.

     

3 Replies

  • As far as I'm aware you need to use VBA to do this using Sheet.EnableOutlining = True

     

    Right Click on your summary tab and select View Code

     

     

    Then paste this code in the window

     

     

    Private Sub Worksheet_Activate()
    
    With ActiveSheet
    
    .Protect Password:="XYZ", UserInterfaceOnly:=True
    .EnableOutlining = True
    
    End With
    
    
    End Sub
    

     

    This code could be put in a workbook open event or wherever is suitable.

     

    • JulieG1974's avatar
      JulieG1974
      Copper Contributor

      Firstly, thanks so much for the answer given.  it helped in part.

      • I couldnt understand why it was working one minute, but not the next.  then found out I needed to save as an xlsm file instead of xslx

       

      Having done this, I now find when I go back to the document after closing, the changes are not saved.  If I 'view code' I see the changes are still there, but 'enable outlining' has reverted back to false....  So now, I can no longer expand the rows because they are protected.  To do this, I have to 'view code' and save every time I want to open the document again.

       

      What am i doing wrong please!?!??

       

      • Wyn Hopkins's avatar
        Wyn Hopkins
        MVP
        Hi

        The code is set to run each time the worksheet is “activated”. So when you click on a different sheet then click back on the summary it will trigger the macro to run and set enable outline to false

        Other options would be to assign the macro to a button that you click on the summary page or to put the code to trigger when the workbook opens ( relies on people clicking the “enable macros” warning when they open the file)

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