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Beginning Excel 2007
Module 3 |
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Opening and saving workbooks (files) are fundamental steps that are the
same in all programs. This module covers the following:
Download
practice files
Opening
a file by
Double clicking the file in its original location (i.e. "My Documents")
Opening
a file from within a program
Opening a file from the Recent Documents list in the File menu
Saving
a workbook for the first time
Saving
a copy of a workbook in a different location or under a different name |
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Download practice files
Open the practice file
Excel Practice One
(Right click and choose Save Target As.) |
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Opening a file by
Double clicking the file in its original location (i.e. "My
Documents") |
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Activity 1:
Opening a file by
Double clicking the file in its original location (i.e. "My
Documents")
1. Open the My Documents window (or other folder where
Excel Practice One is stored)
2. Locate the file Excel Practice One
3. Double click to open the file in Excel
4. Close Excel when you are through |
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You can store documents in any folder on your hard disk or on a
network, but it's good practice to store them together in a
folder that you can find easily when you open or save documents.
Microsoft Windows includes a folder named My Documents that can
serve as a place to store the documents you use frequently. If
you work with many documents or different types of documents,
you can organize them in subfolders in the My Documents folder |
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Opening
a file from within a program |
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Activity 2:
Opening
a file from within a program
1. Open Excel to a blank workbook (Start-Programs-Microsoft
Excel. Click on the Office menu and
choose Open)
2. The Open dialogue box appears and by default displays
the contents of the last folder you opened.
4. Find the file ExcelPracticeOne and double
click. Close Excel when you are through. |
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The Open: window has a down arrow that allows you to
switch to different drives and folders when locating a file. You
will see this structure in the Save and Save As dialogue boxes
as well. |
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Opening a file from the Recent Documents list in the File menu |
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Activity 3:
Opening a file from the Recent Documents list in the Office menu
1. Open Excel to a blank workbook (Start-Programs-Microsoft
Excel)
2. Click on the Office Menu
3. Select the document ExcelPracticeOne.xlsx
4. Close Excel |
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Saving a workbook for the first time |
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Activity 4:
Saving a workbook for the first time
1. Open Excel to a blank document (Start-Programs-Microsoft
Excel)
2. Notice that the Title bar (the blue bar at the top of
the Excel window) says Microsoft Excel-Book 1. This is
the temporary name that Excel has given the document
until you name it. You give it a name when you save for the
first time

3. Click in the first cell and type your name

4. To save the document, choose Save from the File
menu
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5. The Save As dialogue box appears...notice that Excel
has suggested the name Book 1. Excel also suggests that
you save the document in the last folder you had open.
You may change the name to whatever you wish by simply
typing. To change the destination folder, click in the
hierarchy to the left and navigate to your desired
location.
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6. One other option that you have is to specify the
format that the file is saved in. This is done in the
Save as type window. Workbooks may be saved as web
pages, templates, earlier versions of Excel, etc.
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7. After a document is saved for the first time, you may save
changes you have made by choosing Save from the File menu, or
clicking on the Save button on the Office toolbar . This resaves the document in the same
location |
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A file format is the way in which information is stored
in a file so that a program can open and save the file. A file's
format is indicated by a three or four-letter extension
after the file name. For example, when you save a new document
in Microsoft Excel 2007, Excel by default stores it in Excel
2007 format with a .xlsx file extension. Earlier versions
of Excel used the extension .xls |
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Saving a copy of a workbook in a different location or under a
different name |
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Activity 5:
Saving a copy of a workbook in a different location or under a
different name
To save a document under a different name or to a different
location, choose Save As from the Office
menu and change the name in the File Name window and/or
the location in the Save in window.
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You have now completed this module. Take a few minutes to review
and practice what you have learned. |
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