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During this Microsoft Excel 2016 training tutorial video, we will show you how to create, save, and close a workbook. Other points also discussed are creating a shortcut by pinning Excel to the taskbar, and the importance of signing in to a Microsoft account.

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Welcome back to our course on Excel 2016.
As I mentioned before I’m actually using Windows 10 here. And before we start to create a workbook and before we actually start work in Excel I’m going to pin Excel to the Windows 10 taskbar to make it easy for me to start Excel. Now depending on which version of Windows you’re using, Windows 7, Windows 8, 8.1, you may want to pin Excel to the taskbar or maybe put a shortcut to Excel onto your desktop. Now if you’re not sure how to do those things go to Microsoft.com, search on those. There are various links there to explain how to do it.

In the case of Windows 10 if I just click in the Search box down at the bottom here and start typing Excel I soon see Excel 2016. If I right click on that one of the options is Pin to Taskbar and I now have a little icon on the taskbar which I can use as a shortcut for starting Excel. Let me now click on that icon and Excel starts.
Now first of all on the left I have a Recent Files list and you’ll see that the recent files list is actually empty. So all intents and purposes this is the first time that I’m using Excel on this device. If I already have some workbooks, perhaps workbooks that I’ve got from somebody else or workbooks that I’ve created in an earlier version of Excel I could use this Open Other Workbooks option here but I’ll come back to that a little bit later on in this section.
Now what I’m actually going to do in this section is to take you on a sort of whistle stop tour of creating and saving one or two workbooks in 2016 just to give you a sort of general idea of how the whole thing works. Now if I want to create a workbook, a new workbook, which is going to be almost the first thing that I do I can start with one of these what are called templates on the right. Now if you look at that template, for example, the one I’ve highlighted, Academic Calendar. If I were to select that it would give me the option of creating a workbook which can be used as an academic calendar and much of the content, much of the structure of the workbook that I needed will be contained within that template. Now I am going to come back to templates later on so I’m not going to worry too much about them at the moment. What I’m going to do is the very first option. I’m going to choose here Blank Workbook which will give me a blank workbook. However, a couple of things first.

First of all I suggest that if you haven’t used Excel before or you’ve only used a very old version of Excel one of the first things you do is to take this tour of Excel. I’m not going to go through it now. I’m going to leave you to go through that yourself. But it is a very useful tool.

The other thing that I’m going to do before we create our first workbook is I’m going to sign in to an account. Now this is a particular aspect of using Office in general and Excel in particular that gets a lot of people very confused so I’m going to try and briefly explain it here clearly enough that you know which account you need to sign in with.


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