Creating, Editing and Formatting a Workbook

Creating, Editing and Formatting a Workbook

Creating a Workbook

  • Understand that a Workbook is the term for a spreadsheet file in applications like Excel or Google Sheets.
  • Recognise that a workbook can contain multiple Worksheets, or tabs.
  • Know how to start a new Workbook either from the ‘File’ dropdown menu or the program opening screen.
  • Learn that default workbooks often come in a standard layout of columns labelled A-Z (and beyond) and rows labelled with numbers.

Editing a Workbook

  • Remember to Save your work frequently to ensure no data is lost.
  • Know that changes to your workbook can be undone with the Undo button.
  • Learn how to rename, add, delete and move Worksheets to better organise your Workbook.
  • Explore cell formatting like bold, italic, underline, fill colour and font colour.
  • Input data or formulas in cells by clicking on them and typing in the formula bar.
  • Understand that you can adjust column width and row height by dragging the boundary of the column or row headings.
  • Make Use of the ‘Find and Replace’ tool to locate specific data and replace if necessary.
  • Learn how to sort and filter data to analyze it effectively.

Formatting a Workbook

  • Acknowledge that formatting enhances the readability and impact of your Workbook.
  • Know how to apply number formatting (e.g., decimal, currency, percentage, date).
  • Learn how to use conditional formatting to automatically apply formatting like colours, bold, etc., based on the values in the cells.
  • Make headers and footers appear on all pages by including the data in the ‘header and footer’ section.
  • Use the ‘Wrap text’ feature to display long text across multiple lines in a single cell.
  • Understand the value and purpose of themes and styles in Excel for consistent formatting.
  • Know how to implement cell borders to distinguish, group or block off certain data.
  • Learn how to merge cells for creating headings or if a data entry is larger than a single cell.