Getting Started with Excel

This Excel 2010 tutorial includes everything you need to know to get started with Microsoft Excel.

Introduction

Excel 2010

Excel is a spreadsheet program that allows you to store, organize, and analyze information. In this lesson, you will learn your way around the Excel 2010 environment, including the new Backstage view, which replaces the Microsoft Office button menu from Excel 2007.

We will show you how to use and modify the Ribbon and the Quick Access toolbar, as well as how to create new workbooks and open existing ones. After this lesson, you will be ready to get started on your first workbook.

Getting to know Excel 2010

Video: Navigating Excel 2010

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The Excel 2010 interface is similar to Excel 2007. There have been some changes we'll review later in this lesson, but if you're new to Excel first take some time to learn how to navigate an Excel workbook.

The Excel interface

Click the buttons in the interactive below for an overview of how to navigate an Excel workbook.

labeled graphic

Row

A row is a group of cells that runs from the left of the page to the right. In Excel, rows are identified by numbers. Row 15 is selected here.

Name Box

The name box tells you the location or the name of a selected cell. In the image below, cell B4 is in the name box. Note how cell B4 is where column B and row 4 intersect.

Quick Access Toolbar

The Quick Access toolbar lets you access common commands no matter which tab you are on. By default, it shows the Save, Undo, and Repeat commands. You can add other commands to make it more convenient for you.

Zoom Control

Click and drag the slider to use the zoom control. The number to the left of the slider bar reflects the zoom percentage.

Page View

There are three ways to view a spreadsheet. Click a page view button to select it.

Normal view is selected by default and shows you an unlimited number of cells and columns. It is highlighted in this image.

Page Layout view divides your spreadsheet into pages.

Page Break view lets you see an overview of your spreadsheet, which is helpful when you're adding page breaks.

Horizontal Scroll Bar

You may have more data than you can see on the screen all at once. Click and hold the horizontal scroll bar and slide it to the left or right depending on which part of the page you want to see.

Worksheets

Excel files are called workbooks. Each workbook holds one or more worksheets (also known as spreadsheets).

Three worksheets appear by default when you open an Excel workbook. You can rename, add, and delete worksheets.

Formula Bar

In the formula bar, you can enter or edit data, a formula, or a function that will appear in a specific cell. In this image, cell C1 is selected and 1984 is entered into the formula bar. Note how the data appears in both the formula bar and in cell C1.

Column

A column is a group of cells that runs from the top of the page to the bottom. In Excel, columns are identified by letters. Column L is selected here.

Ribbon

The Ribbon contains all of the commands you will need in order to perform common tasks. It has multiple tabs, each with several groups of commands, and you can add your own tabs that contain your favorite commands. Some groups have an arrow in the bottom-right corner that you can click to see even more options.

Working with your Excel environment

Video: Exploring Your Excel 2010 Environment

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The Ribbon and Quick Access toolbar are where you'll find the commands you need to perform common tasks in Excel. If you are familiar with Excel 2007, you will find that the main difference in the Excel 2010 Ribbon is that commands such as Open and Print are now housed in Backstage view.

The Ribbon

The Ribbon contains multiple tabs, each with several groups of commands. You can add your own tabs that contain your favorite commands.

Overview of the Ribbon The Ribbon

Certain programs—such as Adobe Acrobat Reader—may install additional tabs to the Ribbon. These tabs are called add-ins.

To customize the Ribbon:

You can customize the Ribbon by creating your own tabs that house your desired commands. Commands are always housed within a group, and you can create as many groups as you need to keep your tabs organized. You can also add commands to any of the default tabs as long as you create a custom group within the tab.

  1. Right-click the Ribbon, then select Customize the Ribbon. A dialog box will appear.
    Right-clicking the Ribbon to customize it Right-clicking the Ribbon to customize it
  2. Click New Tab. A new tab will be created with a new group inside it.
  3. Make sure the new group is selected.
  4. Select a command from the list on the left, then click Add. You can also drag commands directly into a group.
  5. When you are done adding commands, click OK.


    Customizing the Ribbon The dialog box where you can customize the Ribbon

If you do not see the command you want, click the Choose commands drop-down box and select All Commands.

Displaying All Commands Displaying All Commands

To minimize and maximize the Ribbon:

The Ribbon is designed to be easy to use and responsive to your current tasks; however, if you find that it's taking up too much of your screen space, you can minimize it.

  1. Click the arrow in the upper-right corner of the Ribbon to minimize it.
    Overview of the Ribbon Minimizing the Ribbon
  2. To maximize the Ribbon, click the arrow again.

When the Ribbon is minimized, you can make it reappear by clicking a tab. However, the Ribbon will disappear again when you're not using it.

The Quick Access toolbar

The Quick Access toolbar, above the Ribbon, lets you access common commands no matter which tab you are on. By default, it shows the Save, Undo, and Repeat commands. You can add other commands to make it more convenient for you.

To add commands to the Quick Access toolbar:

  1. Click the drop-down arrow to the right of the Quick Access toolbar.
  2. Select the command you want to add from the drop-down menu. To choose from more commands, select More Commands.
    Customize The Quick Access toolbar Adding a command to the Quick Access toolbar

Backstage view

Backstage view gives you various options for saving, opening a file, printing, and sharing your document. It is similar to the Microsoft Office button menu from Excel 2007 and the File menu from earlier versions of Excel. However, instead of just a menu it's a full-page view, which makes it easier to work with.

To get to Backstage view:

  1. On the Ribbon, click the File tab.
    Backstage view Backstage view
  2. Choose your desired option, or return to your workbook by clicking any tab on the Ribbon.

Click the buttons in the interactive below to learn about the different things you can do in Backstage view.

labeled graphic

Options

Here, you can change various Excel options. For example, you can control the spelling and grammar check settings, AutoRecover settings, and Language preferences.

Help

From here, you can access Microsoft Office Help or check for updates.

Save & Send

Save & Send makes it easy to email your workbook, post it online, or change the file format.

Print

From the Print pane, you can change the print settings and print your workbook. You can also see a preview of your workbook.

New

From here, you can create a new blank workbook, or you can choose from a large selection of templates.

Save, Save As, Open, and Close

Familiar tasks such as Save, Save As, Open, and Close are now found in Backstage view.

Info

Info contains information about the current workbook. You can also inspect and edit its permissions.

Recent

For convenience, recent workbooks will appear here.

Creating and opening workbooks

Video:Creating Workbooks in Excel 2010

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Excel files are called workbooks. Each workbook holds one or more worksheets (also known as spreadsheets).

To create a new blank workbook:

  1. Click the File tab. This takes you to Backstage view.
  2. Select New.
  3. Select Blank workbook under Available Templates. It will be highlighted by default.
  4. Click Create. A new blank workbook appears in the Excel window.
    Creating a new workbook Creating a new workbook

To save time, you can create your document from a template, which you can select under Available Templates. We'll talk more about this in a later lesson.

To open an existing workbook:

  1. Click the File tab. This takes you to Backstage view.
  2. Select Open. The Open dialog box appears.
    Opening a workbook Opening a workbook
  3. Select your desired workbook, then click Open.

If you have opened the existing workbook recently, it may be easier to choose Recent from the File tab instead of Open to search for your workbook.

Opening a recent workbook Opening a recent workbook

Compatibility mode

Sometimes you may need to work with workbooks that were created in earlier versions of Microsoft Excel, such as Excel 2003 or Excel 2000. When you open these types of workbooks, they will appear in Compatibility mode.

Compatibility mode disables certain features, so you'll only be able to access commands found in the program that was used to create the workbook. For example, if you open a workbook created in Excel 2003 you can only use tabs and commands found in Excel 2003.

In the image below, the workbook has opened in Compatibility mode. You can see that the sparklines and slicers features have been disabled.

Screenshot of Excel 2010Disabled commands in Compatibility mode

To exit Compatibility mode, you'll need to convert the workbook to the current version type. However, if you're collaborating with others who only have access to an earlier version of Excel, it's best to leave the workbook in Compatibility mode so the format will not change.

To convert a workbook:

If you want access to all of the Excel 2010 features, you can convert the workbook to the 2010 file format.

Note that converting a file may cause some changes to the original layout of the workbook.

  1. Click the File tab to access Backstage view.
  2. Locate and select the Convert command.
    Screenshot of Excel 2013Converting the workbook to the newest file type
  3. The Save As dialog box will appear. Select the location where you want to save the workbook, enter a file name for the presentation, and click Save.


    Screenshot of Excel 2010Saving a new version of the workbook
  4. The workbook will be converted to the newest file type.

Challenge!

  1. Open Excel 2010 on your computer. A new blank workbook will appear on the screen.
  2. Try minimizing and maximizing the Ribbon.
  3. Click through all of the tabs, and notice how the Ribbon options change.
  4. Try switching page views.
  5. Add any commands you want to the Quick Access toolbar.
  6. Close Excel without saving the workbook.