Create Project from a Blank Microsoft Excel 2013 Workbook

Edited by Alexander Avdeev

Welcome to VisiHow! In this tutorial, we are going to start a new project by using a blank workbook in Microsoft Excel 2013. If you have never used Microsoft Excel 2013 before, then refer to http://visihow.com/Navigate_Microsoft_Excel_2013 to see the tutorial on how to familiarize yourself with the program.

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Steps

  1. 1
    Locate Microsoft Excel 2013
    .
    In this video, Microsoft Excel 2013 is actually pinned to the taskbar on the desktop. The icon looks like a green book with a white "X" on it.
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  2. 2
    If the Microsoft Excel 2013 icon cannot be found on the taskbar, simply go to the search function on the operating system
    .
    For Windows 8 and Windows 8.1, move the cursor to the right side of the desktop and click "Search". For Windows 7, click the start button. Then, type "excel" to find Microsoft Excel 2013.
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  3. 3
    Open up Microsoft Excel and wait for it to load
    .
    The first page in Microsoft Excel 2013 will be introductory.
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  4. 4
    Let's review the green section
    .
    The starting page has a green section that shows "Excel" on the left-hand side of the screen. For example, if some new workbooks were created, or there were recently opened workbooks, then some shortcuts to those items would be displayed here, in the "Recent" area.
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  5. 5
    Click "Open Other Workbooks"
    .
    For example, if a workbook was downloaded to your computer, sent by a colleague or friend who wanted it to be looked at, then the particular file can be opened up by clicking this option. Select the place from where the file should be opened to start to work on it.
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  6. 6
    Click the back button in the top left corner of the screen to go back
    .
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  7. 7
    Let's review the white section
    .
    In the white portion on the screen, there is an assortment of templates. One of the good features of the Microsoft Office is that these templates can be chosen, which is an advantage for a beginner or for a person who is in a hurry. Choose and create a template by clicking one of the templates. After that, data can be filled into the template, replacing the generic information that has been put into the template by default.
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  8. 8
    If the template that serves the required purpose is not immediately on the screen, then a search can be performed in the upper section of the area right under the search bar
    .
    It is also possible to type something specific in the search bar at the top and then click on the magnifying glass icon to bring up the found templates. For the purpose of the tutorial, a blank workbook template is required.
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  9. 9
    Click "Blank workbook"
    .
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  10. 10
    Start the project by naming and saving the workbook
    .
    Not doing so may cause problems in the future. To check this problem off the list, save the workbook. There are several ways to do it. The first is to click the "Save" icon at the top in the quick access toolbar. The icon looks like a floppy disc. Click the icon. The option to save it will be automatically given as the file has not been saved before.
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  11. 11
    The other way to name and save the project is to click "FILE"
    .
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  12. 12
    Click "Save As" to select the location for the saved workbook
    .
    For the demonstration, the desktop on the current computer is chosen.
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  13. 13
    Click "Computer"
    .
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  14. 14
    Click the "Desktop" folder
    .
    Give the name for the workbook.
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  15. 15
    Type the name
    .
    In this example, it is "Monthly Sales Figures".
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  16. 16
    Click "Save"
    .
    The name at the top of the Excel window will be changed to the saved name.
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  17. 17
    If more than one sheet is needed, add new worksheets by clicking the little plus button at the bottom of the screen
    .
    By default the first one is called "Sheet1". Add "Sheet2", "Sheet3", and "Sheet4".
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  18. 18
    Toggle between the numbered sheets in the workbook by clicking them
    .
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  19. 19
    Excessive sheets can be deleted by right-clicking their respective names
    .
    Right-click "Sheet 4".
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  20. 20
    Click "Delete" to delete the selected sheet
    .
    Repeat the last two steps for "Sheet 3" and "Sheet 2".
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  21. 21
    Click "Sheet1" to rename it
    .
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  22. 22
    Type the name for the sheet
    .
    In this example, "May 2015" is typed as a new name. Press Enter.
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  23. 23
    Make sure to save the document often by clicking the disc icon
    .
    That prevents data loss if the system freezes or the client crashes. Also, ensure that the document is named and the sheet is labelled to start creating the project.
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  24. 24
    Click on the column number to highlight the whole column
    .
    The columns are named alphabetically ("A", "B", "C", "D", and so on). The letters represent each vertical column in the workbook.
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  25. 25
    Click on the row number to highlight the whole row
    .
    There rows are numerically labelled ("1", "2", "3", and so on). To highlight a row, click its number. The whole row will be highlighted. Highlighting the entire row or column may have many purposes, one of which is formatting.
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  26. 26
    To highlight a column, click its letter
    .
    The whole column will be selected.
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  27. 27
    Click the A1 cell to start filling data for the project
    .
    In this example, salespeople names and weeks will be used.
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  28. 28
    Type "Week 1" to label the column "A" as weeks
    .
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  29. 29
    Type "Week 2" in B1, "Week 3" in C1 and "Week 4" in D1
    .
    The cells can also be navigated by the arrow keys on the keyboard.
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  30. 30
    To insert a new column with salespeople names to the left of the column "A", select the whole column A
    .
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  31. 31
    Right-click "A"
    .
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  32. 32
    Click "Insert" from the drop-down menu
    .
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  33. 33
    Alternatively, click "INSERT" in the ribbon to insert the column
    .
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  34. 34
    Enter some names for the employees
    .
    "Bob", "Bert", "Diana", and "Lucy" are used for the example.
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  35. 35
    Remember to save the changes often by clicking the disc icon or by clicking "FILE", and then "SAVE"
    .
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  36. 36
    The document can also be saved by pressing the Ctrl+S key combination, which is the hotkey to save the document automatically
    .
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  37. 37
    Put in individual numerical figures for the salespeople
    .
    Continue filling all of the cells pertinent to the weeks and salespeople.
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  38. 38
    Save the workbook
    .
    The "skeleton" workbook part with the basic figures for the sales has been created. The data that the document has can be altered, visually and mathematically analyzed, or formatted. Formatting the data visually will make them look more representative of the original idea. If you wish, you can search for more videos on how to format and create formulas. Thank you for watching VisiHow!
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Video: Create Project from a Blank Microsoft Excel 2013 Workbook

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