Excel: Creating and Opening Workbooks

Summary

This video provides an overview of key features in Microsoft Excel, particularly focusing on creating and opening workbooks. Users learn how to utilize OneDrive for online storage, ensuring accessibility from any device by logging into Excel with a Microsoft account. The tutorial covers starting a new project with either a blank workbook or a template, along with how to open existing files through the backstage view. It highlights options for recent workbooks, pinning frequently used files, and accessing both OneDrive and local files, making it easier for users to manage their Excel projects efficiently.

Takeaways

• 😀 Most features in Microsoft Office, including Excel, focus on saving and sharing files online via OneDrive.
• 📁 OneDrive is an online storage space for documents, allowing access even when away from your computer.
• 🔑 To use OneDrive in Excel, ensure you are logged in with your Microsoft account.
• 📊 New projects in Excel typically begin by creating or opening a new blank workbook.
• 🖱️ To start a new workbook, go to the backstage view and select 'New'.
• 📝 Excel offers templates that come with their own design, formulas, and formatting for quick professional workbook creation.
• 🔍 Users can browse or search for specific templates in the backstage view.
• 📂 Opening an existing workbook is done by going to the backstage view and selecting 'Open'.
• 📌 Recent workbooks are listed under 'Recent Workbooks,' and you can pin frequently used files for easy access.
• 💾 You can access files stored on OneDrive or your PC, or browse to select a specific workbook to open.

Q & A

What is OneDrive and how is it related to Microsoft Excel?

OneDrive is an online storage space for documents and files, allowing users to save and share their work online. In Excel, users can access their files from OneDrive even when they are away from their computers.

How do you start a new project in Excel?

To start a new project in Excel, go to the backstage view and select 'New.' From there, you can choose to create a 'Blank Workbook' or select a template.

What is a template in Excel?

A template in Excel is a pre-designed file that includes its own design and often complex formulas or formatting, making it easier to create professional-looking workbooks quickly.

How can you access existing workbooks in Excel?

To access existing workbooks, go to the backstage view and click 'Open.' You can view recent workbooks, pin frequently used files, or browse to find the workbook you want.

What does it mean to 'pin' a workbook in Excel?

Pinning a workbook allows you to keep it accessible in the 'Recent Workbooks' section for easy retrieval. You can pin a workbook by hovering over it and clicking the pushpin icon.

How can you unpin a workbook in Excel?

To unpin a workbook, simply click the pushpin icon again while hovering over the pinned file.

What options do you have for opening files that haven't been accessed recently?

For files that haven't been accessed recently, you can look under 'OneDrive' for files saved online, under 'This PC' for local files, or use the 'Browse...' option to select the workbook directly.

What steps should you follow to create a blank workbook in Excel?

To create a blank workbook in Excel, go to the backstage view, select 'New,' and then click on the thumbnail that says 'Blank Workbook.'

Can you customize templates in Excel?

Yes, templates in Excel can be customized to fit your needs, allowing you to modify the design, formulas, and formatting after creating a workbook from a template.

What happens after you click 'Open' for a workbook?

After you click 'Open,' the selected workbook will appear on your screen, allowing you to begin working on it.