Excel Basics

General Information

Basic information about Microsoft Excel

Excel Page Defaults

The program will open with the following default settings.  Although these settings are for printing purposes and can be changed at any time.
Paper size:
Orientation:
Left/Right Margins
Top/Bottom Margins
8.5" X 11"
Portrait
1" 
1" 

  


Open an existing file

Open works with documents you have previously saved. Documents you save are stored as files on a hard disk or floppy disk. When you want to edit a document that is saved on disk, you need to open a copy of the file into a window. The file then becomes active in your computer's memory so that you can edit it. However, the changes you make are not recorded on disk until you save the file again

Steps

Menu Shortcut Toolbar
From the File menu, choose Open.
Hold  tap O
Click on 
2. If the file is in another folder, select the drive and directory you want to view.
3. Select the file you want.
4. Double click on the file name, or, click on OK, or, tap 
Use Open to open as many as nine documents

Selecting files in consecutive order:

1. Select the first file
2. Hold the  key and point to the last file.
3. Click on OK or hit 
 

Selecting non consecutive files:

1. Select the first file.
2. Hold the  key and select the required files. If a file is selected accidentally, hold the  key, point to the incorrect file and click
 


 


Start a new file

1. From the File menu, select New
This option will produce the Templates dialog box which will request the template style of your choice

or (Shortcut) Hold  tap N

or Click on  on the toolbar

When either of the above option is chosen, the document will automatically open to the default template


 


Save a file

Use Save to permanently store your document as a file. You can save the file with a new name, save it to a different directory, or save it in a different format.


You can use as many letters to name a file.  You should use Save periodically to avoid losing your work if a power or system failure occurs. You can also use the Backup features to avoid losing your work

Steps

1. Choose Save As from the File menu
or (Shortcut) Hold   tap S
or click on  on the toolbar

2. Select the drive where you want to save a new or renamed file

3. Select the directory where you want to save the file from the Directories list box or the QuickList

4. Type the name of the file
 

or

1. Select the file you want to replace.

2. Choose the format you want

3. Choose OK to save the file in the selected format


 


Switch between open documents

Since you can have more than one file open at a time, to move from one to another simply,

1. Point to Window on the menu bar

2. Choose the document you want from the list.


 


Close a file or exit Excel

Use Close to exit the current document an leave Excel open

Excel prompts you to save any changes you have made to a document before you close or exit it

Steps

To close the current document,

1. Choose Close from the File menu option

or

1. (Shortcut) Hold the  tap .

If you have not changed the document since the last time you saved it, the document closes. If you have changed the document, you are prompted to save your work
 

2. Choose Yes to save the changes and exit the document

or Choose No to close the document without saving it


 
 


Exit Excel

1. Choose Exit from the File menu

or (Shortcut) Hold  tap 

2. Choose Yes to save the changes to the document and exit Excel

or Choose No to continue exiting without saving the document


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Adjust the view


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Use Zoom to specify the size of on-screen text and graphics.

Steps

1. From the View menu, choose Zoom

or click  on the Standard toolbar.

2. Specify the zoom percentage you want, or, Margin, Page Width, Full Page,  Other.

3. Click on OK or tap the Enter key


 

Clicking on  located on the Standard Toolbar will give you a print preview of your document. You can modify your document in this view by clicking on  on the toolbar. When you want to return to your working view, click on the Close button.


 

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