You are here LEARN EXCEL & VBA Microsoft Excel 2007 Tutorials Working with a Workbook

Working with a Workbook

Create a Workbook
To create a new Workbook:

  • Click the Microsoft Office Toolbar
  • Click New
  • Choose Blank Document

New Workbook

If you want to create a new document from a template, explore the templates and choose one that fits your needs.

Template Menu

Save a Workbook
When you save a workbook, you have two choices: Save or Save As.
To save a document:

  • Click the Microsoft Office Button
  • Click Save

Save Menu

You may need to use the Save As feature when you need to save a workbook under a different name or to save it for earlier versions of Excel.  Remember that older versions of Excel will not be able to open an Excel 2007 worksheet unless you save it as an Excel 97-2003 Format. To use the Save As feature:

  • Click the Microsoft Office Button
  • Click Save As
  • Type in the name for the Workbook
  • In the Save as Type box, choose Excel 97-2003 Workbook

Save As Dialog Box

Open a Workbook
To open an existing workbook:

  • Click the Microsoft Office Button
  • Click Open
  • Browse to the workbook
  • Click the title of the workbook
  • Click Open

Open Workbook Menu

Entering Data
There are different ways to enter data in Excel:  in an active cell or in the formula bar.
To enter data in an active cell:

  • Click in the cell where you want the data
  • Begin typing

Enter Data Sample

To enter data into the formula bar

  • Click the cell where you would like the data
  • Place the cursor in the Formula Bar
  • Type in the data

Entering Data in the Formula Bar