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    Creating and Opening Workbooks

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    Con Sioson
    Excel files are called workbooks. There are several ways to create and open workbooks in Excel, including creating a new blank workbook, opening an existing workbook from your computer or OneDrive, or creating a new workbook from a template. You can also pin recently opened workbooks for quick access later. Older workbooks may open in Compatibility Mode and need to be converted to the latest Excel file format.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Creating and Opening Workbooks

    Uploaded by

    Con Sioson
    25 views20 pages
    Excel files are called workbooks. There are several ways to create and open workbooks in Excel, including creating a new blank workbook, opening an existing workbook from your computer or OneDrive, or creating a new workbook from a template. You can also pin recently opened workbooks for quick access later. Older workbooks may open in Compatibility Mode and need to be converted to the latest Excel file format.

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    Excel files are called workbooks. There are several ways to create and open workbooks in Excel, including creating a new blank workbook, opening an existing workbook from your computer or OneDrive, or creating a new workbook from a template. You can also pin recently opened workbooks for quick access later. Older workbooks may open in Compatibility Mode and need to be converted to the latest Excel file format.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    25 views20 pages

    Creating and Opening Workbooks

    Uploaded by

    Con Sioson
    Excel files are called workbooks. There are several ways to create and open workbooks in Excel, including creating a new blank workbook, opening an existing workbook from your computer or OneDrive, or creating a new workbook from a template. You can also pin recently opened workbooks for quick access later. Older workbooks may open in Compatibility Mode and need to be converted to the latest Excel file format.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 20

    CREATING AND

    OPENING WORKBOOKS
    Introduction
    Excel files are called workbooks. Whenever you start a new
    project in Excel, you'll need to create a new workbook.
    There are several ways to start working with a workbook in
    Excel. You can choose to create a new workbook—either
    with a blank workbook or a predesigned template—
    or open an existing workbook.
    To Create a New Blank Workbook
    1. Select the File tab. Backstage view will appear.
    To Create a New Blank Workbook
    2. Select New, then
    click Blank
    workbook.
    3. A new blank
    workbook will
    appear.
    To Open an Existing Workbook
    1. Navigate to Backstage
    view, then click Open.
    To Open an Existing Workbook
    2. Select Computer, then
    click Browse. Alternatively, you
    can choose OneDrive to open
    files stored on your OneDrive.
    To Open an Existing Workbook
    3. The Open dialog
    box will appear.
    Locate and select
    your workbook,
    then click Open.
    To Pin a Workbook
    1. Navigate
    to Backstage
    view, then
    click Open.
    Your recently
    edited
    workbooks will
    appear.
    To Pin a Workbook
    2. Hover the mouse
    over
    the workbook yo
    u want to pin.
    A pushpin icon w
    ill appear next to
    the workbook.
    Click the pushpin
    icon.
    To Pin a Workbook
    3. The workbook will
    stay in Recent
    Workbooks.
    To unpin a
    workbook, simply
    click the pushpin
    icon again.
    Using Templates
    A template is a predesigned spreadsheet you can use to
    create a new workbook quickly.

    Templates often
    include custom formatting and predefined formulas, so they
    can save you a lot of time and effort when starting a new
    project.
    To Create a New Workbook from a Template
    1. Click the File tab to access Backstage view.

    2. Select New. Several templates will appear below the Blank


    workbook option.
    To Create a New Workbook from a
    Template
    3. Select a template to
    review it
    To Create a New Workbook from a
    Template
    4. A preview of the
    template will appear,
    along
    with additional information
    on how the template
    can be used.
    5. Click Create to use the
    selected template.
    6. A new workbook will
    appear with
    the selected template.
    To Create a New Workbook from a
    Template
    4. A preview of the
    template will appear,
    along
    with additional information
    on how the template
    can be used.
    5. Click Create to use the
    selected template.
    6. A new workbook will
    appear with
    the selected template.
    Compatibility Mode
    Sometimes you may need to work with workbooks that were
    created in earlier versions of Microsoft Excel, such as Excel
    2003 or Excel 2000. When you open these types of
    workbooks, they will appear in Compatibility Mode.

    Compatibility Mode disables certain features, so you'll only


    be able to access commands found in the program that was
    used to create the workbook. For example, if you open a
    workbook created in Excel 2003, you can only use tabs and
    commands found in Excel 2003.
    Compatibility Mode
    Compatibility Mode is indicated at the top of the window to the right of
    the file name. This will disable some Excel 2016 features, and they will
    be grayed out on the Ribbon.

    In order to exit Compatibility Mode, you'll need to convert the


    workbook to the current version type.
    To Convert a Workbook
    Note that converting a file may cause some changes to the original
    layout of the workbook.

    1. Click the File tab to access Backstage view


    To Convert a Workbook
    2. Locate and
    select Convert
    command.
    To Convert a Workbook
    3. The Save As dialog
    box will appear. Select
    the location where you
    want to save the
    workbook, enter a file
    name for the
    workbook, and
    click Save.
    4. The workbook will be
    converted to the
    newest file type.

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