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14. Protection, Sharing and Printing

14.10 Comments vs Notes

Threaded Comments (Microsoft 365) Notes (old "comments")
Purpose Discussion – reply, @mention, resolve Simple sticky note on a cell
Insert Review › Comments › New Comment (Ctrl + Shift + F2) Review › Notes › New Note (Shift + F2)
Indicator Purple corner mark Red corner triangle
Replies Yes, threaded No
@mention Yes – sends an e-mail notification (when the file is in OneDrive/SharePoint) No
Resolve Yes No

About this data: Teaching sample for a fictional shop “Pearl Textiles”. Figures and names (e.g. Rohan Patil) are made up for this lesson on comments vs notes.

Steps in Excel

  1. Select cell E4 (Pune achievement) › Review › Comments › New Comment › type @Shraddha Bagale please confirm the Holi spike on 14-03-2026 › Post (Ctrl + Enter).
  2. Reply in the same thread; click Resolve when done (… › Resolve thread).
  3. For a permanent explanation: select the header cell › Review › Notes › New Note › type Amount excludes delivery fee.
  4. Review › Notes › Show All Notes to display them; Convert to Comments converts old notes to threaded comments.

Worked example. Use a note on the Amount header ("excludes delivery fee and GST") – information that never changes. Use a comment on a suspicious value (BLK-4004, ₹12,990) to ask Zoya to verify – a conversation that ends when resolved.

Ravindra Bagale's Tip

Many students confuse comments and notes – and "what is the difference between a comment and a note?" is asked in interviews too. Remember: a note is like a sticky note (fixed information), a comment is a discussion (reply, @mention, resolve). When the discussion is over, Resolve the comment, otherwise the sheet fills up.

Worked example — comments vs notes

Why

Sana Sheikh in Pune and Sophie Martin abroad both need a clear, repeatable way to use comments vs notes on a BrightLedger Finance sheet without breaking totals.

What

Comments Vs Notes is the Excel idea this page teaches. We will walk one tiny example end to end.

How

  1. Open a blank sheet. In A1 type a short label for comments vs notes.
  2. Enter a small made-up value for Sana Sheikh using € where money appears.
  3. Add a second value for Sophie Martin using € so you see mixed currencies stay numeric.
  4. Apply the method from this lesson step by step (menu or formula as shown above).
  5. Check the result still works inside SUM or a simple check cell.

Formula / action

Follow the formula or ribbon steps shown in this lesson (keep values numeric).
Result: The demo cell shows the expected result for BrightLedger Finance's sample row.
Meaning: Once comments vs notes is correct on one row, copy the same pattern down the column.

Practice tasks (10+)

Try these on a blank sheet. Open a hint only if you are stuck. No quiz — just practice.

1. Rebuild the smallest example of comments vs notes on a blank sheet for CityBasket Retail.

Hint: Use only the steps on this page. Keep numbers numeric.

2. Change one input for Meera Joshi and confirm the result updates.

Hint: If the result is stuck, check absolute vs relative references.

3. Repeat the same steps with a £ or € value for Sophie Martin.

Hint: Formatting must not break SUM.

4. Write the result meaning in one plain sentence next to the cell.

Hint: Imagine explaining it to a new joiners.

5. Add a second row and fill the method down.

Hint: Double-click the fill handle if the pattern is consistent.

6. Break the example on purpose, then fix it using this lesson.

Hint: Common break: text instead of a number.

7. Apply comments vs notes to a 5-row made-up CityBasket Retail table.

Hint: Keep column headers clear.

8. Check your answer with a simple total or COUNT.

Hint: A wrong total usually means a format or key mismatch.

9. Swap ₹ and $ on one column and re-check totals.

Hint: Stored values stay the same; only the display changes.

10. List two mistakes beginners make with comments vs notes.

Hint: Look back at the tip box on this page.

11. Teach the steps out loud in under one minute.

Hint: Why → What → How.

12. Save the sheet as CityBasketR_practice.xlsx.

Hint: Use a clear file name for class.

Loading practice tasks...

  1. Input cells to unlock (Easy): How many cells are in the Monthly target column?
  2. Total target (Easy): Add up the Monthly target column.
  3. Total actual (Easy): Add up the Actual column.
  4. Highest target (Easy): What is the largest value in the Monthly target column?
  5. Overall achievement (Medium): Divide the total Actual by the total Monthly target. Round to 3 decimals.
  6. Cities below target (Medium): How many cities have a Gap below 0?
  7. Manager for a city (Medium): Find the Manager for City "Kolhapur".
  8. Pages to print (Medium): If one page holds 4 data rows, how many pages do the rows need?
  9. Gap for the first city (Medium): For the first row, find Actual minus Monthly target.
  10. Best performer (Hard): Which City has the largest Actual?
  11. Status for the first city (Hard): For the first row, return "Hit" if Actual is at least Monthly target, else "Miss".
  12. Total shortfall (Hard): Add up the Gap column only where it is below 0, and show it as a positive number.

Quick revision cards

Three standalone cards. Each one explains the idea with its own example. Scan the QR to open this lesson.

Revision card 1: What is Comments Vs Notes?
Card 1: What is Comments Vs Notes? · Download PNG
Revision card 2: Tiny example — Comments Vs Notes
Card 2: Tiny example — Comments Vs Notes · Download PNG
Revision card 3: Checklist — Comments Vs Notes
Card 3: Checklist — Comments Vs Notes · Download PNG