When you start using Excel, the most basic skills you need are creating, opening, and saving workbooks. In this video, discover how to perform those three tasks and to control how Excel opens, creates, and saves your files.
- [Instructor] When you start using Excel, the most basic skills you need are creating, opening, and saving workbooks. In this movie, I will demonstrate how to perform those tasks and control how Excel opens, creates, and saves your files. My sample file in the inquiries report workbook. And you can find it in the chapter two folder of your exercise files collection. Open those files so you would have something to look at. But if you're in Excel, and you want to open a workbook, you can do that by pressing Command + O.
Doing so displays the open dialogue box. And you can navigate within this dialogue box to find the file that you want to open. I'm currently set to the chapter 2 folder. If I want to change that, I can click the folder controls arrow and go up to exercise files. And there I see the entire exercise files archive. If I want to look in chapter one, I can double click chapter one. And I see the files that I have available there. Any file that I want to open, I can click and then click open.
In this case, I'll just stay with the one I had before. So I will click cancel. If you want to create a new workbook, you can do that by pressing Command + N. I'll go ahead and do that. And I get a new workbook. And you can see that the zoom level is set to 100. So everything looks a little bit smaller in the body of the worksheet. Unless you change the setting, which I show you how to do elsewhere in the course, a new workbook will have a single worksheet in it. If you want to close the workbook, press Command + W.
In this case, I hadn't made any changes, so Excel did not ask if I wanted to save my work. If I had made any changes, I would get an indicator asking if I wanted to do so. If you want to save your work, you can press Command + S, and that will save the file in the current location with the current name. If you want to change the file's name, or location, or both, you can press Command + Shift + S. So I'll press Command + Shift + S. And that gives me the save as dialogue box. And from here, I can type in the new name.
I can also indicate where I want to save the file. So if I click the where controls arrow, I see that I can go to my disc. I can change to documents, downloads, other places. And I can also change the file format. Those are the basics of saving as. In this case, I'll just click cancel to close out the operation. Excel gives you a great deal of control over how you open, save, and create workbooks. The keyboard shortcuts that I show you are the quickest way to perform the operations that I've described.
But if you want, you can also go to the file menu and find those options there.
- Creating workbooks
- Manipulating cell data
- Sorting, filtering, and managing worksheets
- Using core functions and formulas
- Formatting worksheet elements
- Creating and managing conditional formats
- Working with charts
- Adding images and shapes
- Working with PivotTables
- Exporting workbooks
Skill Level Beginner
What you should know1m 11s
1. Getting Started with Excel
2. Managing Workbooks
3. Working with Worksheets, Cells, and Cell Data
4. Sorting, Filtering, and Managing Worksheets
5. Summarizing Data Using Formulas and Functions
6. Formatting Worksheet Elements
7. Working with Charts
8. Working with External Data and Objects
9. Exploring PivotTables
10. Reviewing and Sharing Spreadsheets
Further information1m 2s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.