Excel’s files are called Workbooks, so when you start a new project in Excel, you’ll need to create a new workbook. And if you wonder how, well there are several ways to do so and we’ll go through each one of them:
- Blank workbook or predesigned template
- Creating a new workbook
- Opening an existing file
A new Blank Work Book:
- Select the File tab and the back-stage view will appear on your screen
- Select New then click Blank workbook
And here you go your New Workbook will appear
Opening an Existing workbook:
Now when you need to open a workbook that was previously saved, and you need to do is:
- Access Backstage View and click Open
- Select computer or One drive and then Browse
An Open Dialogue will appear on your screen, select the workbook and click on open
Tip: If the workbook you’re searching for was opened recently, you do not need to browse your computer or One drive, instead you can browse Recent workbooks
Pining a workbook:
If you work with the same workbook more than one time, you can pin it to the backstage view to access it faster all you need to do is:
- Go to the backstage view and click Open, your recently edited workbooks will appear on the right area of your screen
- Move your mouse over to the workbook you want to pin, a Pushpin icon will appear next to your workbook, click on it
- The workbook will stay in Recent workbooks, if you want to unpin it, you simply click the pushpin icon again
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:
- Click the file tab to access Backstage View
- Select New and several templates will appear below the blank workbook option
- Select a template to review it
- A preview of the template will appear, along with additional information on how the template can be used.
- Click Create to use the selected template
- New work will appear with the selected template
Tip: You can also browse templates by category or use the search bar to find something more specific that you desire
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.
In the image below, you can see that the workbook is in Compatibility Mode, which 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.
to exit Compatibility Mode, you’ll need to convert the workbook to the current version type. However, if you’re collaborating with others who only have access to an earlier version of Excel, it’s best to leave the workbook in Compatibility Mode so the format will not change.
Converting a workbook:
If you want access to all the Excel 2016 features, you can convert the workbook to the 2016 file format. However, converting a file may cause some changes to the original layout of the workbook
- Click the File tab to access backstage view
- Locate and select Convert Command
- The save as dialogue box will appear/select the location where you want to save work nook, enter a file name, for the workbook and click save
The Workbook will be converted to the newest file type