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Helpful Excel Tips  

Excel files are known as workbooks. A single workbook can store numerous sheets. These sheets are stacked like the pages in a notebook. You can see that there are different sheets because each sheet has a tab located on the bottom. Each sheet tab is named individually.

 

Using a Default Workbook Template:
A default workbook template is used as the basis for all new workbooks you create.

1. Open the MMI Forms 02 workbook;
2. Go to File on the toolbar at the top of your screen;
3. Click on Save As to display the Save As dialog box;
4. Change the file name to MMI Forms Template (or something like this);
5. Change the Save As Type to Template;
6. Click Save.

Saving a workbook under a different name:

Here a new copy is created with a different name, but the original version of the file remains intact.

1. Go to File on the toolbar at the top of your screen;
2. Click on Save As to display the Save As dialog box;
3. Select the folder in which to store the workbook;
4. Enter a new filename in the File name box (the filename is the MMI job number);
5. Click Save.

Copying a worksheet:
You can easily make an exact copy of a worksheet.

1. Click on the tab of the worksheet you are wanting to copy;
2. Now right click (using the right button on the mouse) - this shows a list of options;
3. Click on Move or Copy;
4. On the bottom of the box click on the Create a copy box (this will insert a checkmark);
5. To book: should show the workbook that is currently open such as MMI Forms 02;
6. Before sheet: this area shows the worksheets that are in this workbook. If you are copying the 7-Day Report; you will want the copied 7 Day Report to go after the current or original 7 Day Report so you would click on the worksheet following the 7 Day Report
7. Click OK

Changing a worksheet's name:
Once you have your copied worksheet you will need to rename it.

1. Click on the tab of the worksheet you want to rename;
2. Now right click- this shows a list of options;
3. Click on Rename - now the current name is highlighted and able to be changed;
4. Type the new name of the worksheet;
5. Press Enter

 

For a quick reference guide to Excel - purchase the book Excel 2000 for Windows for Dummies Quick Reference. This is a small book that provides tons of easy to follow directions.

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