How to Create a Workbook in Excel 2007

Excel gives you a couple of options to create a workbook. You can use a template or you can create your own workbook. Templates are workbooks that are already created and you modify them to your own specifications. Depending on your needs, you may want to look at the templates and see if any of them work for you. Read on to learn how to create a workbook in Excel.

Instructions

Difficulty: Moderate

1. Decide what your needs are. You need a purpose for using Excel. Whether it is for a budget or to keep track of work, you need to know what you are planning to build.
2. Open Excel and you will see the option to create a workbook or use a template. You may want to check what templates are available and if you feel one of them meets your needs you could try using it. However, since most work is unique and you may have your own thoughts on how you want to present the data, you may be better off creating your own workbook.
3. Use column headings that will make your life easier when it comes time to manipulate the data. If you are using names, you may want to make columns with first names, middle names and last names. This will give you the choice to sort on any of these columns later on. Addresses should be broken up into street names, cities, states and zip codes for the same reason.
4. Enter the data. If you are creating an address book for yourself, you could make multiple sheets in your workbook for friends, families, co-workers, and businesses.
5. Use the tabs at the bottom of the page. The tabs signify the different pages or worksheets in your Excel workbook. You can rename them and make them more significant for your needs. For example, sheet 1 could be friends, sheet 2 family and sheet 3 co-workers.
6. Personalize the Excel workbook. The more you make the workbook your own, the easier it will be to work with the data. The examples in the above steps all involve work that you would do for your personal needs, but you can carry it over into your job also.
7. Add to the workbook as needed. The beauty of using Excel workbooks is that you only have to enter data once. After that, you can add or delete new entries or worksheets as you need. Editing data is also simple to accomplish.

Tips & Warnings

• Save your data often--you never know when your computer may decide to crash or freeze up and you don't want to lose a lot of work.
• Naming the tabs or worksheets gives you a chance to know at a glance which sheet you want to use.
• The more you break down your column headings the better it will be when you decide to sort your data.
• If you change data and do not want to overwrite the previous data, when you save your workbook choose "Save as" rather than "Save." The "Save as" will let you give your workbook a new name and keep the old file.

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