How to create a new workbook or worksheet

  1. Open the Workbook Manager pane by clicking on its iconWorkbook Manager icon.
  2. There are three ways you can create a new workbook. You can click on the New button Click on this button to add a new workbook on the main toolbar of the add-in. You can also create a new workbook by right-clicking on the area with the workbooks tree and selecting New... ->New Workbook from the menu.
    Choose the New Workbook option to create a new workbook
    Or you can use the Ctrl+N keyboard shortcut to get a new workbook.
  3. To create a new worksheet, click on the down arrow next to the New button Click this button to create a new worksheet. You will see a menu, in which you can select "Worksheet":
    Select the Worksheet option from the menu to add a new Excel worksheet
    Another way of creating a new worksheet is right-clicking on the area with the workbooks tree and selecting New... -> Worksheet from the menu.
    Use this option from the context menu to get a new worksheet
    You can use the Ctrl+Alt+W key combination to get the same result.
  4. To create a new worksheet from the worksheet template, click on the arrow next to the New button Click on this button to create a new template worksheet and select the necessary worksheet template from the drop-down list.
    Select the necessary worksheet template from the list
    You can also create a new worksheet using the worksheet template if you right-click on the area with the workbooks tree, go to New... option and select the worksheet template you want from the list.
    Choose the necessary worksheet template from this context menu

How to open a workbook

  1. Click on the Open button Click this button to open Excel Workbook on the add-in's toolbar to open a workbook. You will see a standard Explorer window where you can browse for a workbook. You can also open a workbook by right-clicking on the area with the workbooks tree and selecting "Open" from the context menu. The keyboard shortcut you can use is Ctrl+O.
  2. To open recently used workbooks, click on the down arrow to the right of the Open button The Open button
    See recently used workbooks in this list
    Or right-click on the area with the workbooks tree, go to the Open... option and choose the necessary workbook from the list.
    Open recently used workbooks using this list

How to rename worksheets and workbooks

  1. To rename your worksheet or workbook, select it in the list and click the Rename button The Rename button on the main toolbar or right-click on the worksheet (workbook) and select the Rename option from the context menu. You can also use the F2 hotkey.
    Select this option to rename your worksheet or workbook
  2. After you type a new name press Enter to save it.
    Press Enter to save a new name

    Note

    Tip: You can also take advantage of the Save as option to save your workbook under a new name. Please see How to save a file under a new name.

How to save changes to the file

  1. You can save the changes you made by pressing the Save button The Save button on the add-in's toolbar. Just like in standard Excel, this will save the selected file(s) under the same name(s) in the same location(s).

    Note

    Tip: If you want to save all your changes in all workbooks at once, then press Ctrl+A on your keyboard and click the Save button Click this button to save your changes

How to save a file under a new name

  1. If you want to save your file under a new name to a new location, you should use the Save as option. You can see this option if you click on the down arrow to the right of the Save button The Save button.
    Select this option to save your Excel workbook as new file
    It allows you changing the file's name and location in the Save as dialog box.

How to print a worksheet

  1. Select the worksheet in the list.
  2. Right-click on it and choose the Print option from the context menu.
    Choose this option to print your worksheet
  3. You will see a standard Print dialog box, in which you can define print settings.
    You can use the Ctrl+P keyboard shortcut to do the same.
    If you right-click on the worksheet in the tree and select the Page setup item from the menu, you can customize the page layout before printing your worksheet. You will see the Page setup dialog box.
    Select the Page Setup item to customize page layout before printing

How to sort worksheets

  1. To sort worksheets in a workbook alphabetically, choose a workbook in the list and press the Sort A to Z Sort worksheets ascending by pressing the Sort A to Z option or Sort Z to A Click this button to sort worksheets descending button on the main toolbar. You can also choose the Sort A to Z or Sort Z to A option from the menu if you right-click on workbook in the tree.
    Select the sorting option that suits you from the context menu
    If you select several workbooks, you can sort all worksheets they contain at once. To do this hold the Ctrl button, select the necessary workbooks and then click i>"Sort A to Z"Sort worksheets ascending by pressing the Sort A to Z option or i>"Sort Z to A" Click this button to sort worksheets descending.

How to hide sheets

  1. To hide a worksheet(s), right-click on it in the list and choose the Hide sheet(s) option from the menu.
    Choose the option to Hide worksheets from the context menu
  2. You can hide several worksheets at the same time. To do this hold the Ctrl key, select the necessary sheets, right-click on them and choose Hide sheet(s). But note that you can't hide all worksheets within one workbook. A workbook must contain at least one visible worksheet.
  3. If you want to make your worksheet(s) "very hidden", right-click on it and choose the Make sheet(s)" very hidden" item from the menu. By selecting several worksheets and choosing this option you can make them all "very hidden" at once.
    Make Excel worksheet very hidden by choosing this option

How to unhide sheets

  1. To show a hidden or a "very hidden" worksheet, right-click on it and choose the Unhide sheet(s) option from the menu. By selecting several worksheets you can unhide all of them at once.
    You can also select a workbook that contains several hidden worksheets, right-click on it and select Unhide sheet(s); this will make all worksheets that it contains visible.
    Select the option to unhide sheets to make them visible

How to copy worksheets from one workbook to another

  1. To copy a worksheet from one Excel file to another, press the Ctrl key and drag the worksheet to another workbook in the Worksheets tree.

How to move sheets from one workbook to another

  1. To move a worksheet, just drag it from one workbook and drop to another in the Worksheets tree.

How to delete worksheet(s)

  1. To delete a worksheet from a workbook, select it and click the Delete button Click on this button to delete a worksheet on the add-in's toolbar. You can find the Close Workbook(s) or Delete sheet(s) option if you right-click on the worksheet as well. Or you can just press the Delete key on your keyboard.
    Select Close Workbooks or Delete sheets from the context menu
    If you select several worksheets, you can delete them all at once.

    Note

    If you select a workbook and click the same Delete button This button closes Excel workbooks, it will close the workbook.

How to close a workbook

  1. If you want to close a workbook, select it and press the Delete button Click on this button to close a workbook on the toolbar or right-click on the necessary workbook and select the Close Workbook(s) or Delete sheet(s) item from the menu. You can also close it by pressing the Delete key on your keyboard.
    Select Close workbooks from the context menu

    Note

    If you select a workbook and click the same Delete button This button closes Excel workbooks, it will delete them.

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