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Webucator's Free Upgrading to Microsoft Excel 2010 Tutorial

Lesson: Getting Started with Excel 2010

Welcome to our free Upgrading to Microsoft Excel 2010 tutorial. This tutorial is based on Webucator's Upgrading to Microsoft Excel 2010 course.

In this lesson, you will learn how to get started using Excel 2010.

Lesson Goals

  • Learn how to start Excel 2010.
  • Learn how to start a new workbook.
  • Learn how to add and delete worksheets.
  • Learn about the status bar.
  • Learn about using formulas in Excel 2010.
  • Learn about the Quick-Access Toolbar.

Starting Microsoft Excel

To start Microsoft Excel (see screen shot below):

  1. Click the Start menu.
  2. Select All Programs.
  3. Select Microsoft Office.
  4. Select Microsoft Excel 2010.

Creating a Workbook

When you open Microsoft Excel, a workbook is automatically opened as well. As you can see in the screens hot below, the default workbook is named "Book1".

Cell A1 is automatically selected when Excel opens. To enter a number or text in cell A1, simply begin typing:

Saving a Workbook

The first time you save a Microsoft Excel workbook, you need to give it a name and location. To do this:

  1. From the File menu, select Save As:
  2. Selecting Save As opens up a dialog box in which you can see:
    1. The workbook location, or where on your computer Excel will save your workbook. You can select a new location by clicking on the arrows.
    2. The file name. Note that this is highlighted as Microsoft Excel expects you to choose your own name for the workbook. Simply begin typing to do so.
    3. The file type. Note that this defaults to "Excel Workbook (*.xlsx)", which is the default file type for Microsoft Excel 2010 workbooks. When final, you can choose to save your workbook as another type, such as a pdf, simply by choosing "PDF (*.pdf)" here.
  3. After you have entered these fields, simply click Save to save the workbook.

Adding and Deleting Worksheets

Depending on your settings, Excel workbooks typically open with one to three worksheets, named Sheet1, Sheet2, etc:

To add additional worksheets, simply click on the Insert worksheet icon ().

To delete a worksheet, simply right-click on the worksheet name and select Delete:

To change the name of a worksheet, double-click the current name and begin typing:

Closing a Workbook

The two most common ways to close a Microsoft Excel workbook are:

  1. Click one of the "X's" in the upper-right-hand corner:
  2. Select Close from the File menu:

When you close your workbook, you will be prompted to save if you have made any changes since the last time you saved.

The Status Bar

The Status Bar, located at the bottom of Excel, shows basic information about your workbook and enables you to change your viewing settings. Specific items on the Status Bar include:

  1. Ready status. Ready indicates that you are ready to begin entering data. Enter indicates that you are working within a cell. Edit indicates that you are editing existing data within a cell.
  2. Information about highlighted data. You can customize what you see, but things you see by default include Average, Count and Sum.
  3. View controls. You can choose from a selection of views (Normal, Page Layout, and Page Break Preview).
  4. Zoom control. You can zoom in or out, to make the workbook bigger or smaller, based on your personal preference. Zooming changes the size of what you're viewing. It does not change what you actually print out.

The Quick-access Toolbar

The Quick Access Toolbar is a small toolbar which includes commonly used commands and is always accessible. By default, the Quick Access Toolbar is located in the top left corner of Microsoft Excel. By default, the Quick Access Toolbar includes three commands:

  1. Save. Click Save to save your workbook.
  2. Undo. Click Undo to undo the action you last performed.
    1. Click the drop-down arrow to the right of Undo to undo multiple actions at the same time.
  3. Redo. Click Redo to repeat the action you last performed.

Adding Common Commands

To add commonly used commands to the Quick Access Toolbar:

  1. Click the drop-down arrow on the far right of the Quick Access Toolbar.
  2. Select a command from the list that appears:

Adding Additional Commands with the Customize Dialog Box

To add additional commands to the Quick Access Toolbar:

  1. Click the drop-down arrow on the far right of the Quick Access Toolbar.
  2. Select More Commands... towards the bottom of the list that appears:
  3. Select a command from the list circled below and click Add > >.
  4. Click OK to make your changes.

Adding Ribbon Commands or Groups

If you find yourself using the same commands or group of commands frequently, you can quickly add them to the Quick Access Toolbar:

  1. Right click on the command or on the group name.
  2. Select Add to Quick Access Toolbar:

Placement

You can choose to keep the Quick Access Toolbar in the top left corner of Microsoft Excel or move it below the Ribbon. To move the Quick Access Toolbar below the Ribbon:

  1. Click the drop-down arrow on the far right of the Quick Access Toolbar.
  2. Select Show Below the Ribbon.
  3. To move it back, click the drop-down arrow again and select Show Above the Ribbon.

Using Formulas

In Excel 2010, formulas now reside on the Formulas tab of the Ribbon.

On this tab, you can create and work with formulas in your workbook.

However, there are other places within Excel 2010 where you can use formulas.

When on the Home tab, in the Editing group, you can use the AutoSum button to quickly add your data.

Also, when working in Excel 2010, you can work with formulas regardless of what tab you are on in the Ribbon. Simply do the following:

  1. Put your cursor in the relevant cell.
  2. Type your formula in the Insert Function text box on the Formula bar.