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Excel File Menu Notes

The Excel 2021 File Menu, also known as Backstage View, offers various options for file management, including creating, opening, saving, printing, sharing, and exporting workbooks. Key features include managing permissions, inspecting documents, and customizing application settings. Shortcut keys are provided for quick access to common functions like creating a new workbook (Ctrl + N) and saving (Ctrl + S).

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140 views4 pages

Excel File Menu Notes

The Excel 2021 File Menu, also known as Backstage View, offers various options for file management, including creating, opening, saving, printing, sharing, and exporting workbooks. Key features include managing permissions, inspecting documents, and customizing application settings. Shortcut keys are provided for quick access to common functions like creating a new workbook (Ctrl + N) and saving (Ctrl + S).

Uploaded by

pawarsurekha444
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

EXCEL FILE MENU NOTES

The File Menu (also called the Backstage View) in Excel 2021 provides options for managing files, setting
application preferences, and accessing document-related information.

1. Info

 Usage: Displays details about the workbook and provides options to manage permissions,
inspect the document, and protect the file.

 Key Options:

o Protect Workbook: Restrict editing or encrypt with a password.

o Inspect Workbook: Checks for metadata or hidden information.

o Version History: View and restore previous versions.

2. New

 Usage: Creates a new workbook.

 Steps:

1. Go to File > New.

2. Choose Blank Workbook or select a template.

 Shortcut Key: Ctrl + N

3. Open

 Usage: Opens existing workbooks.

 Steps:

1. Go to File > Open.

2. Select a recent file, browse for a file, or access files from OneDrive or SharePoint.

 Shortcut Key: Ctrl + O

4. Save

 Usage: Saves the current workbook.


 Steps:

1. Go to File > Save.

2. Choose a location if saving for the first time.

 Shortcut Key: Ctrl + S

5. Save As

 Usage: Saves the workbook with a different name, format, or location.

 Steps:

1. Go to File > Save As.

2. Choose a location and specify a name or format.

6. Print

 Usage: Prepares the workbook for printing.

 Key Options:

o Printer Settings: Select the printer.

o Print Area: Define the content to print.

o Page Setup: Adjust margins, scaling, and orientation.

 Shortcut Key: Ctrl + P

7. Share

 Usage: Shares the workbook with others via email, link, or cloud.

 Steps:

1. Go to File > Share.

2. Choose an option like Send as Attachment or Share via Link.

8. Export

 Usage: Exports the workbook to other formats or creates PDF/XPS documents.

 Key Options:

o Create PDF/XPS Document: Saves the workbook as a PDF or XPS file.


o Change File Type: Saves the workbook in formats like CSV, TXT, or older Excel versions.

9. Publish

 Usage: Publishes the workbook to Power BI or other online services.

 Steps:

1. Go to File > Publish.

2. Choose Upload or connect to Power BI.

10. Close

 Usage: Closes the current workbook.

 Shortcut Key: Ctrl + W

11. Account

 Usage: Manages account settings, licenses, and connected services.

 Key Options:

o Switch Account: Change user account.

o Office Updates: Check for updates.

12. Feedback

 Usage: Sends feedback to Microsoft about the product.

13. Options

 Usage: Customizes Excel settings (e.g., default file location, calculation modes).

 Steps:

1. Go to File > Options.

2. Modify settings in categories like General, Formulas, or Advanced.

14. Exit

 Usage: Closes Excel entirely.


 Shortcut Key: Alt + F4

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