Output to > Excel feature shows Microsoft Excel file in protected view without being able to modify, sort and print the worksheet

Version 1

    Details

    The "Output to" Menu option in GoldMine open's Excel 2010 \ 2013 in a protected view.
    This means modifying formats, modifying cells, sorting, printing and saving is not possible from within Excel

    For Example

    • Goto > Activities
    • Forecasts
    • Right Click > Output to > Excel


     


    Resolution

    [CAUSE]

    The behavior arises from Microsoft Excel 2010 and higher security settings for Blocked files
    (File > Options > Trust Center > Trust Center Setting > File Block Settings)

    When the "Output to:" feature is used, Microsoft Excel will create a worksheet in Excel 4 format, which is blocked by default in Microsoft Excel 2010 and higher and the protected view is applied.

    [RESOLUTION] 

    In order to 'allow' such files to be modified and printed the protection in Microsoft Excel 2010 and higher needs to be disabled for Excel 4 formats.

    (PLEASE KEEP IN MIND THAT CHANGING THESE SECURITY SETTINGS WILL ALSO APPLY TO OTHER EXCEL 4 FORMATTED FILES AND MIGHT NOT BE APPROVED BY YOUR IT ORGANIZATION)

    0. Open Microsoft Excel 2010 or higher
    1. File > Options
    2. Trust Center
    3. Trust Center settings
    4. File Block Settings
    5. Uncheck Excel 4 Worksheets
    6. OK > OK
    7. Retest the behavior - There should not appear the protection notification any-more and any data can be modified, sorted or the file can be saved as or be printed.


    Further information about those setting are available on the Microsoft Website: http://office.microsoft.com/en-us/Excel-help/what-is-protected-view-HA010355931.aspx