Workbooks in Excel – Lesson 6

In this lesson, we are going to learn how to create, open, save, and export workbooks in Excel 2016 using various built-in features and options.

Excel workbooks are files where data is stored and managed. You can start a new project with a blank workbook, use a predesigned template to save time, or open an existing file. Templates come with built-in formatting and formulas, while recent files can be quickly accessed through the Start Screen or Backstage view.

Once a workbook is created or modified, saving it is crucial. You can use the Save command for regular updates or Save As to create a separate copy. Excel 2016 also allows saving to OneDrive for cloud storage. For sharing purposes, workbooks can be exported as PDFs to maintain formatting without allowing edits.

By the end of this lesson, you will know how to manage workbook files from creation to sharing. You’ll understand how to choose storage locations, use the Quick Access Toolbar for saving, and export documents in different formats. This ensures your Excel files are easy to access, properly backed up, and ready for collaboration.