Creating workbooks
Creating a workbook is a straightforward process—you just display the Backstage view, click New, and click the tile that represents the type of workbook you want.
Short Key: Press Ctrl+N to create a blank workbook.
Short Key: Press Ctrl+W to close a workbook.
You can create a blank workbook by clicking the Blank Workbook tile or click one of the built-in templates available in Excel.
Short Key: Press Ctrl+S to save a workbook.
When you save a file, you overwrite the previous copy of the file. If you have made changes that you want to save, but you also want to keep a copy of the file as it was when you saved it previously, you can use the Save As command to specify a name for the new file. To open the Save As dialog box, in the Backstage view, click Save As.
Short Key: Press F12 to open the Save As dialog box.
To
set values for your workbook’s built-in properties, you can display the
Backstage view, click Info, click Properties, and then click Show
Document Panel to display the Document Properties panel below the
ribbon.
The standard version of the Document Properties panel has fields for
the file’s author, title, subject, keywords, category, and status, and
any comments about the file.
You
can also create custom properties by clicking the arrow located to the
right of the Document Properties label, and clicking Advanced Properties
to open the Properties dialog box.
On
the Custom page of the Properties dialog box, you can click one of the
existing custom categories or create your own by entering a new property
name in the Name field, clicking the Type arrow and selecting a data
type (for example, Text, Date, Number, or Yes/No), selecting or entering
a value in the Value field, and then clicking Add. If you want to
delete an existing custom property, point to the Properties list, click
the property you want to get rid of, and click Delete. After you finish
making your changes, click the OK button.
When you’re done modifying a workbook, you should save your changes and then, to close the file, display the Backstage view and then click Close. You can also click the Close button in the upper-right corner of the workbook window.
Short Key: Press Ctrl+W to close a workbook.
