Creating, Saving & Sharing Workbooks in Excel 2016 for Windows

Excel 2016 (Windows)    |    Beginner
  • 19 videos | 1h 13m 3s
  • Includes Assessment
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Excel 2016 is highly customizable and easy to share with others. Learn how to create, manage, and save documents; insert headers and footers; edit document properties; and protect and share your workbooks.


  • Creating & opening a document
    Using document templates
    Managing your worksheets
    Saving your document
    Saving your document as a PDF
    Returning to a previous version of your document
    Inserting headers & footers
    Setting your print area
    Adjusting your print page layout
    Printing your document
  • Checking for compatibility issues
    Editing your document properties
    Checking for personal information in your document
    Creating an accessible document
    Protecting your document
    Sending your document via email
    Sharing your document via OneDrive
    Commenting on a document
    Following & tracking document changes


  • 3m 2s
    The first step in putting together your spreadsheet is creating a new document. With Excel 2016, you can quickly create a new workbook and start entering your data. You can also use Excel 2016 to open an existing workbook. FREE ACCESS
  • 4m 14s
    Excel 2016 comes with a large library of spreadsheet templates. These are predefined, preformatted workbooks that can be used to get started on a project quickly. Rather than creating everything from scratch, you can download a template and insert your data. If you need to adjust the template that you have downloaded, you can of course make your own changes as well. FREE ACCESS
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    3.  Managing your worksheets in Excel 2016 for Windows
    5m 47s
    Worksheets are used in Excel 2016 to manage different sets of data within a workbook. A single workbook can contain multiple worksheets, all of which can be modified and managed individually. If you want to get the most out of Excel 2016, you are going to need to know how to navigate between your worksheets and how to modify their properties, such as their position, their name, and even their color. FREE ACCESS
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    4.  Saving a document in Excel 2016 (Windows)
    4m 34s
    Knowing how to save your Excel 2016 spreadsheets is essential to being able to work on your document over multiple sessions. When saving the document, you can specify the name of your file, where you'd like to store it and the Excel version that you'd like to save it in. FREE ACCESS
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    5.  Saving your document as a PDF in Excel 2016 for Windows
    3m 5s
    A PDF can be opened and viewed by the majority of operating systems and devices -making it a great format for sharing your workbooks and worksheets. Before sharing your document, it is a good idea to adjust your spreadsheet's page layout. Once this is done, Excel 2016 can quickly convert your document to PDF. FREE ACCESS
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    6.  Returning to a previous version of your document in Excel 2016 for Windows
    4m 22s
    If your device crashes while you are working on a spreadsheet, there is always the possibility that any recent unsaved changes will be lost. However, Excel 2016 automatically saves on documents that you are working on which you can browse through in case your 'lost' document has been automatically saved. FREE ACCESS
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    7.  Inserting headers & footers in Excel 2016 for Windows
    4m 52s
    If you have additional information to insert in your spreadsheet - such as the document's author, the date it was printed, or its total number of pages - you may find the header and footer tools useful. Headers and footers are areas that are managed independently of any cells and which appear automatically at the top and bottom of every page in your document. They are therefore very useful for storing general information about the spreadsheet that you have open in Excel 2016. FREE ACCESS
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    8.  Setting your print area in Excel 2016 for Windows
    3m 45s
    Before printing your spreadsheet, it is a good idea to check how it is arranged on your page. Excel 2016 features a special view mode - Page Break Preview - which is very useful for visualizing the exact layout of your worksheet. There are also a number of other useful tools which you can use to adjust your worksheet's margins and print area. FREE ACCESS
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    9.  Adjusting your print page layout in Excel 2016 for Windows
    3m 26s
    Before printing your document in Excel 2016, you should check to make sure it is properly laid out. You can choose the paper format, the margin size, and orientation, and even which additional formatting elements are printed as well. FREE ACCESS
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    10.  Printing your document in Excel 2016 for Windows
    5m 1s
    When it comes to printing your document, Excel 2016 allows you control over a large number of settings and variables. You can, for example, specify how many copies you want to print out, which pages you print, the orientation of your document, and even the paper format used by your printer. FREE ACCESS
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    11.  Checking for compatibility issues in Excel 2016 for Windows
    3m 14s
    Excel 2016 can check for any compatibility issues that might be present in your workbook. This can help you to make sure that your document will be accessible in older versions of Excel. This is important as there are certain tools and features - such as SmartArt items - that are not supported fully or will experience fidelity losses in older versions of Excel. FREE ACCESS
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    12.  Editing your document properties in Excel 2016 for Windows
    3m 4s
    Your Excel 2016 workbook contains document properties with additional information about your document. These properties, include the document author, modification dates, and a host of other categories, are not stored in worksheets. See how to edit your document properties, how to access this information and modify it. FREE ACCESS
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    13.  Checking for personal information in your document in Excel 2016 for Windows
    3m 38s
    Before sharing your document with other users, it is a good idea to check for any personal or confidential information that might have been added. The Excel 2016 document inspector can find comments, data inserted into headers and footers, and even hidden rows and columns. Once you have identified any elements that could be considered confidential or personal, Excel 2016 can help you to decide what to do with them. FREE ACCESS
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    14.  Creating an accessible document in Excel 2016 for Windows
    2m 45s
    Individuals with sight difficulties often use specialist tools to identify tags and other structural information embedded in your document. Excel 2016 features a document scan that can ensure that your spreadsheet is as accessible as possible for all users reading it. FREE ACCESS
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    15.  Protecting your document in Excel 2016 for Windows
    4m 26s
    If you need to protect the data that you have inserted into your Excel 2016 workbook, you can use the protection settings. You can choose to protect individual worksheets and their data contents, prevent users from restructuring your workbook or locking your entire document with a password. FREE ACCESS
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    16.  Sending your document via email in Excel 2016 for Windows
    2m 44s
    You can use the integrated email function to very quickly send your Excel 2016 spreadsheet to other users via email. Your email is quickly created and you can adjust your email recipients and choose from different document formats, including XLS and PDF. FREE ACCESS
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    17.  Sharing your document via OneDrive in Excel 2016 for Windows
    2m 25s
    OneDrive is a service offered by Microsoft which is used to store files online. It is associated with your Microsoft account (such as Live, Xbox and Hotmail) and can be used to access your documents from any location with an internet connection. This service can be accessed directly via Excel 2016. FREE ACCESS
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    18.  Commenting on a document in Excel 2016 for Windows
    3m 19s
    If there are multiple individuals working on your spreadsheet, you may find the comment tool a useful way of collaborating and coordinating your additions and modifications. You can use the comment tool to leave notes or questions attached to particular data entries in your Excel 2016 spreadsheet. These comments can be visualized by every user with access to the shared document. FREE ACCESS
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    19.  Following & tracking document changes in Excel 2016 for Windows
    5m 18s
    When there are lots of individuals working on the same shared document, it is vital that you can all keep track of the changes that have been made. In Excel 2016, you can use the track changes tool to make sure that any changes that are made are highlighted in the document. These changes can then be viewed, accepted and rejected on an individual basis. FREE ACCESS


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