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Webucator's Free Introduction to Microsoft Excel Tutorial

Lesson: Creating a Microsoft Excel Workbook

Welcome to our free Introduction to Microsoft Excel tutorial. This tutorial is based on Webucator's Introduction to Microsoft Excel 2019 Training course.

In this lesson, you will learn how to get started creating a Microsoft Excel workbook.

Lesson Goals

  • Learn to start Microsoft Excel.
  • Learn to create a Microsoft Excel workbook.
  • Learn to save a Microsoft Excel workbook.
  • Learn about the Status Bar.
  • Learn to add and delete Microsoft Excel worksheets.
  • Learn to copy and move worksheets.
  • Learn to split the worksheet window.
  • Learn to close a Microsoft Excel workbook.

Starting Microsoft Excel

To start Microsoft Excel (see screenshot below):

  1. Click the Windows button.
  2. Select Excel.

Start Excel

Creating a Workbook

When you open Microsoft Excel, in Excel 2019, you will have an option to open a template or a blank document; to create a new spreadsheet open a blank document. As you can see in the screenshot 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:

Excel Cell A1

If you have multiple workbooks open, each workbook opens in its own window. This makes it easier to work with them, especially if you are using multiple monitors.

Separate Workbooks

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:Backstage Menu
  2. Selecting Save As opens the Save As section, where you can choose the location to save your workbook. New in Excel 2019 are recent folders on the right, to quickly save. Save As Section Then, a dialog box opens, in which you can see:
    1. 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.
    2. The file type. Note that this defaults to "Excel Workbook", which is the default file type for Microsoft Excel 2013 and 2016 workbooks (.xlsx). When final, you can choose to save your workbook as another type, such as a pdf, simply by choosing "PDF (*.pdf)" here. If you want to maintain backward compatibility with previous versions of Excel, choose "Excel 97-2003 Workbook" here. Save As
  3. After you have entered these fields, simply click Save to save the workbook.

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.

Status Bar

Adding and Deleting Worksheets

Depending on your settings, Excel workbooks typically open with one to three worksheets, named Sheet1, Sheet2, etc:Sheet 1

To add additional worksheets, simply click on the Insert worksheet icon (which looks like a worksheet with a plus sign in Excel 2007 and 2010) (Insert Worksheet Icon).

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

Renaming a Worksheet

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

Copying and Moving Worksheets

Changing the order of worksheets in Excel involves moving or copying worksheets; you can move or copy worksheets within a workbook.

To move a worksheet:

  1. Select the worksheet you want to move.
  2. From the Home tab, in the Cells group, select Format. Format Command
  3. From the Format drop-down, select Move or Copy Sheet under Organize Sheets. Organize Sheets
  4. In the Move or Copy dialog box, under Before sheet:, select the location to which to move the worksheet, and then click OK. Location to Move Sheet

To copy a worksheet:

  1. Select the worksheet you want to copy.
  2. From the Home tab, in the Cells group, select Format.Format Command
  3. From the Format drop-down, select Move or Copy Sheet under Organize Sheets. Organize Sheets
  4. In the Move or Copy dialog box, select Create a copy. Create a Copy Command

The copy now appears with the same title and (2).

Copied Worksheet

Changing the Order of Worksheets

You can easily change the order of worksheets in a workbook.

To change the order of worksheets by clicking and dragging the sheet tab to a new location.

Order Changed

Splitting the Worksheet Window

When working in Excel, it can sometimes be helpful to split the worksheet into two separate windows, so that you can compare data in the sheet.

To split the window:

  1. Click where you want to split the window. Split Window
  2. On the View tab, in the Window group, select Split. Split Option
  3. You can now scroll through each window separately to easily view and compare data. Compare Data

Closing a Workbook

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

  1. Click the "X" in the upper-right-hand corner: X to Close
  2. Select Close from the File menu: Select Close

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

Creating a Microsoft Excel Workbook

Duration: 5 to 15 minutes.

In this exercise, you will create, save and close a Microsoft Excel workbook. You will also name a worksheet. If you currently have Microsoft Excel open, please close it before starting the exercise.

  1. Create and save the following workbook in your Excel2019.1/Exercises folder: Create and Save Workbook Exercise
  1. From the Windows Menu, select Excel and ithen select Blank workbook.
  2. Double-click "Sheet1" (worksheet name) and type "My Worksheet".
  3. Click File > Save As:
    1. Navigate to Excel2019.1/Exercises.
    2. File name: type "My First Workbook".
    3. Save as type: select "Excel Workbook" if it is not already selected.
  4. Click File > Close.