Excel 2010 Introduction – Lesson 1 – Getting Started

Module One: Getting Started

In this module, we will discuss how to open and close Excel. We will take a look at the interface and the new Backstage View. We will also explore the difference between worksheets and workbooks.

Opening Excel

Use the following procedure to start Excel.

  1. Select Start (or press the Windows key on the keyboard) to open the Start menu.


  1. Select All Programs.
  2. Next, highlight the Microsoft Office program group. Select Microsoft Office Excel2010.


Understanding the Interface

Excel 2010 has a new interface that builds on interface from the previous version of Excel. Excel 2010 uses the ribbon interface that was introduced in Microsoft Office 2007 applications. Each tab in the ribbon contains many tools for working with your document. To display a different set of commands, click the tab name. Buttons are organized into groups according to their function.

In addition to the tabs, Excel 2010 also makes use of the Quick Access Toolbar from the MS Office 2007 applications.

The Formula bar is where you can edit contents of a cell. The Status Bar includes information about your worksheet when you highlight different cells.

View  the Excel interface, including the Ribbon, worksheet area, the Formula Bar, the Quick Access toolbar, and the Status Bar.



Use the following procedure to customize the Quick Access Toolbar.

  1. Select the arrow next to the Quick Access Toolbar.


Add an item to the Quick Access Toolbar by selecting it from the list. You can remove an item by reopening the list and selecting the item again.

If you select More Commands, Excel opens the Customize window.


To add a command, select the item from the list on the left and select Add. Select OK when you have finished.

Using Backstage View

Select the File tab in the Ribbon to open the Backstage view. The Backstage view is where you will find the commands for creating, saving, opening, and closing Excel files, as well as information about the current workbook. The Backstage view includes new interfaces for printing and sharing your workbooks. The Options command is also available to open a new screen for setting your Excel Options.
Use the following procedure to view the Backstage View.

  1. Select the File tab on the Ribbon.

Excel displays the Backstage View, open to the Info tab by default. A sample is illustrated below.


Understanding Worksheets

Worksheets are simply collections of cells. A cell is the intersection of a row and a column. Columns labels are letters and row labels are numbers. Only one cell can be active at a time, and that cell is called the active cell. You can move around a worksheet using your mouse or your keyboard.

Understanding Workbooks

A workbook is a collection of worksheets. When you save an Excel file, you are actually saving a workbook. A workbook includes 3 worksheets by default when you open a new file. You can change the names of these worksheets and add more worksheets to the workbook. You can also change the order of the worksheets.

Use the following procedure to switch to a different worksheet.

  1. At the bottom of the worksheet window, there are tabs for each worksheet in the workbook. Click on the sheet you want to view.


Use the following procedure to rename a worksheet.

  1. Right click on the sheet tab and select Rename from the context menu.


  1. Enter the new name over the highlighted text.

Use the following procedure to insert a new worksheet.

  1. Click the New Worksheet tab.


Excel opens the new worksheet to the first cell, so that you can begin entering data right away. You can rename the worksheet if needed.

Use the following procedure to move a worksheet.

  1. Click on the worksheet tab that you want to move and drag it to the new location in the workbook.




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