5 Setting Up a Workbook

To open a workbook

  1. On the Office menu, click Open.

  2. Navigate to the workbook you want to open, and then click Open.

To create a new workbook

  • On the Office menu, click New, and then click Blank Workbook.

To save a workbook

  1. On the Quick Access Toolbar, click the Save button.

  2. Type a name for the file, and then click Save.

To set file properties

  1. On the Office menu, point to Finish, and then click Properties.

  2. Add information describing your file.

To define custom properties

  1. On the Office menu, point to Finish, and then click Properties.

  2. In the Property Views and Options list, click Advanced.

  3. On the Custom tab, type a property name, select the type of data contained in the property, and type a value for the property.

  4. Click Add, and then click ...

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