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This video talks about how to create a new workbook--either a blank workbook or using a ready-made template. This training course provides you with a sample template and an explanation of how it works, which could help you in determining the right workbook to use for your data. Find out how to enter data on each cell on a spreadsheet, how to save a workbook, and how to close a workbook you have just saved.

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Hello again and welcome back to our course on Excel 2013. In this section, we’re going to open Excel again, take another look at the introductory screen, and then we’re going to create a new workbook. So once again I’m using the keyboard shortcut on my desktop in Windows 8, double click on that, Excel opens, and now you can see that on the recent files list the workbook that I opened during the previous section is now in the list. And as I work on further workbooks, I’ll find that they’re names appear in this recent files list here.

So let’s suppose now that we want to create a new workbook. We can start from the same place and we can choose Blank Workbook. I’ll come back to Blank Workbook in just a moment. Let’s have a quick look at some of the templates first. If you scroll down and, of course, to scroll down if you’re using a touch screen, you can just scroll with your finger in the usual way. If you go down and look at the available templates, for instance, here’s one Generic Family Budget. If I tap on Generic Family Budget, what happens is the template details are downloaded from Microsoft. You can look at the description of what this template is and there will normally be a rating as well so other people who’ve tried this template will rate and in terms of what they thought of it on the basis of various factors. If you like the look of it and you want to give it a try, you click on Create and the template itself will be downloaded from Microsoft. So let’s try this one. Let’s click on Create. It’s downloaded and then when it’s available it opens. And as you can see you’ve got a graphical kind of representation of a family’s budget.

You can see how the money, the money spent by the family is split up here. There are some summarizing totals over here: Income $4,000, Expenses $5,933, a Cash Flow. Well, they’ve overspent in March. So you may wonder well where all these numbers are. Well this page, this worksheet, note the tab down there is really a dashboard. That means it’s a summary of some other information. The second spreadsheet, the second worksheet is labeled Budget. And if I click on Budget, I can see where all of the various money entries are. And there’s quite a bit of information in there.

Note that there is a scrollbar on the right that I can use to scroll up and down. And there’s also a scrollbar at the bottom that lets me scroll left and right. Now, of course, you can do both of these things if you’re using a touch device just by using the touch device to scroll in the usual way.

And then finally there’s another worksheet, a setup worksheet, which actually establishes the categories. So for instance, it says that under Daily Living, there’s a column here, the categories in Daily Living are Groceries, Personal Supplies, Clothing, Cleaning Services, etc. Now the general idea of these templates is that somebody has gone to the trouble of creating the mechanism to make this thing work. And you could take this, maybe adapt the categories to your own requirements, and once you’ve put your figures in there, you should find that the dashboard will give you a good representation of your family’s budget over the same period. Now, of course, you won’t have the same figures as this other family, the Johnson family, and you probably won’t have the same categories.

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