Saturday, December 25, 2021

TEACHING EXCEL FOR DATA ANALYSIS: HANDS-ON PRACTICE 1 CREATING WORKBOOKS

 To use Microsoft 365, you will be given a username and password to access your online account. Once you have this information, open your browser (Edge, Firefox, Chrome, etc.) and then open the login page at https://login.microsoftonline.com

With the login page open, enter the e-mail address that was given to you, then click the Next button.

1. Type “Excel” into the search box on the Windows 10 taskbar:

Windows 10 taskbar open, typed "Excel" inside the Search box

2. Click the entry for Excel to start the program:

Windows 10 task bar open, Excel application name appears in the result, the option selected

3. Microsoft Excel will start and prompt you to create a workbook using the Start screen. Click the thumbnail labelled “Blank workbook”:

Microsoft Excel Start screen open, with the option to create a workbook, "Blank workbook" option selected

4. The new blank workbook will open and contain one empty worksheet:

New blank workbook open containing one empty worksheet

5. Click the File tab:

Excel window open, File tab option selected

6. The Backstage view is now displayed. As you can see, there are several tabs and commands to choose from. For this example, click Save:

File tab open, with some options, Save option selected

7. As you are saving this workbook for the first time, the Save As category of Backstage view will be displayed. Click This PC:

Save as window open, "This PC" option was selected as a location to save the document

8. In the field labelled Enter file name here, type “Activity 1-2 Complete”:

Save As window open, "Activity 1-2 Complete" as the file name typed in the field labelled

9. Now click to select the Desktop folder:

Save As window open, Desktop option selected

10. Below the file name field, click on the drop-down arrow to the right of the file type description to display the file types that can be used to save the current workbook:

Save As window open, Drop-down arrow clicked, menu opened with the file types that can be use to save the document

For this example, leave the default Excel Workbook type selected. (Click in a blank area of the Backstage view to close the menu without changing anything.)

11. Click Save:

Save As window open, save button selected

12. The workbook is now saved to your desktop:

13. Close Microsoft 365 Excel to complete this activity.

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