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This article below provides detailed instructions on how to create your initial Workbook in Excel versions 2013 and 2016.
The following are the basic steps to create a complete Workbook in Excel 2013 and 2016:
1. Start by creating a new Workbook.
There are two methods to create a new workbook:
+ Method 1: Click on File -> New -> Blank workbook.
Alternatively, you can format a pre-designed Excel file:
+ Method 2: While working on an existing Excel file and wanting to create a new one, press the shortcut Ctrl + N.
2. Opening an Existing Workbook.
- Method 1: Click on File -> Open -> then choose the path to the file you want to open.
- Method 2: For files recently worked on in Excel, they are saved in the Recent Workbooks section. You can choose the file to open from there. Excel 2013 allows saving up to 50 most recently used files.
- Method 3: Navigate to the Excel file you want to open -> right-click on it -> select Open.
3. Saving a Workbook.
- After working on the file, you need to save the data with the following steps:
+ Method 1: Go to File -> Save As -> choose the path to save the file.
Name the file in the File name section -> Save.
+ Method 2: Press the Ctrl + S shortcut keys.
+ Method 3: Access the Excel quick menu.
- During your work, if you want Excel to automatically save after a certain period of time, you can do it as follows:
+ Go to File -> Option -> the Excel Options dialog box:
A dialog box will appear, select Save under Save Workbooks -> Save files in this format -> Save AutoRecover information every -> choose the number of minutes for automatic saving in Excel.
4. Closing a Workbook.
Go to File -> Close or click the X button at the top right corner of the workspace.
5. Organizing the Workbook.
Navigate to the View -> Arrange All tab -> the Arrange Windows dialog box will appear with options for arranging windows under Arrange -> OK.
6. Basic Tips with Worksheet.
6.1 Inserting and Deleting Columns and Rows.
- To insert a column or row: The insertion position can be to the left or right of the current column.
For instance, if you want to insert an additional column between columns B and C:
+ Select column C -> right-click and choose Insert:
The column has now been inserted:
Inserting additional rows follows a similar procedure.
- To remove a column or row: Select the column or row to delete -> Right-click on it -> choose Delete.
6.2 Adding worksheets to a workbook.
- Method 1: Use the shortcut Shift + F11 to insert a new sheet before the current sheet.
- Method 2: Go to the Home -> Cells -> Insert -> Insert Sheet tab.
- Method 3: Right-click on the Sheet tab -> Insert -> Worksheet.
6.3 Deleting a Worksheet.
Method 1: Go to Home -> Cells -> Delete -> Delete Sheet.
Method 2: Right-click on the sheet name you want to delete -> Delete.
6.4 Renaming a sheet.
- Right-click on the sheet name you want to rename -> Rename -> Enter to finish.
6.5 Copying a worksheet.
- Simply right-click on the sheet name you want to copy -> Select Move or Copy.
- Select the location to place the file Before sheet -> check the box Create a copy -> OK to complete
Here is a detailed guide on how to create a Workbook and perform basic operations with Workbook in Excel.
Wishing you all success!
