Excel - File Tab

File Tab

The File Tab is the first tab located at the left side of the menu tab. When you click on the file tab it shows the backstage view which is used for managing workbooks.

file-tab

FILE TAB MENU OPTIONS

1. Home

This option is used to bring out the templates and list of recently opened and pinned workbooks. At the bottom of this page, the link at left is used to recover unsaved workbooks while the link at the right side is used to go the Open option page.
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TIP:

Excel have built-in templates which you can use to speed up your work. All you need to do is to find the templates that will match the worksheet you about to create, then download the template and edit the text inside of it.

2. New

This option is used to create a new workbook by selecting a blank workbook or making use of the templates that comes with it.

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NOTE:

In other for you use any of the templates, you need to have internet connect to be able to download and use it. If you don't data you can also choose from any of the free templates.

3. Open

This option is used to find and open existing workbook
In the second column there are locations to click on to find your saved workbooks.
When you click on Recent in the second column, the third column displays the recently opened workbooks sorted horizontally, with the name and date columns. There are also two tabs you can get and open documents from which are the: Workbook and Folder Tab.

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When you clicked on other locations like One Drive or This PC, in the second column, the third column displays a corresponding files, workbooks or folders in that location.

Add a Place - Opens OneDrive for you to add a location from there to your computer system.
Browse - When clicked on, opens the file explorer for you to search and get the workbook you want to open.

At the bottom of the page, there is button to recover unsaved workbooks.

4. Info

This option is used to display information on the workbook that you have opened.
In the second column there are options for you to Protect your workbook (by Restricting access and editing, encrypting it with password and more), Inspecting your workbook and Managing your workbook versions (by recovering or deleting unsaved documents). Lastly, you can set the browser view options.
In the third column the properties of the workbook will be displayed (size, pages, words, etc), Related Dates and info about Other People that modified the workbook.

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5. Save

This option is used to save a workbook.
In the second column, you can click on the Location that your Excel workbook will be saved to.
When you click on Recent, OneDrive or This PC in the second column, the third column displays recent folder, files or workbooks from the location you selected from your second column.

Add a Place - Opens OneDrive for you to add a location from there to your computer system.
Browse - When clicked on, opens the file explorer for you to search and get the workbook you want to open.

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6. Save As

This option has the same features with the save above which is used to save a workbook.
In the second column, you can click on the Location that your Excel workbook will be saved to.
When you click on Recent, OneDrive or This PC in the second column, the third column displays recent folder, files or workbook from the location you selected from your second column.

Add a Place - Opens OneDrive for you to add a location from there to your computer system.
Browse - When click on, opens the file explorer for your to search and get the workbook you want to open.

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NOTE:

The difference between save and save as is that: When an existing workbook is opened, and you click on the save option, it saves the document as it is without changing its name or location.
But, when you click on the save as, it opens a new dialog box for you to enter a new name for the workbook and possibly change its workbook type and location.

7. History

The history option is used to view the workbook versions.

8. Print

This option is used to print worksheets inside a workbook.
In the second column, you have the print option, that you can click on to print your document. From the selection box menu here, you can also select which printer you want to use and also set how you want to print the worksheets, below the settings area.
The third column contains the preview of the worksheet to be printed.

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9. Share

This option is used to save and share your workbook to an email. You can also share it to other people and present it online by selecting the options provided here.
In the second column, you have the options share it with people and also use email to share.
The third column contains corresponding details and possible options to carry out the selected option on the second column.

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10. Export

This option is used when you want to save and change the worksheet type.
The second column contains two options: The first will save your document as PDF/XPS, while the second brings out other document type options that your document can be saved as.
The third column contains corresponding details and possible options to carry out the selected option on the second column.

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10. Publish

The option is used to publish workbook to Power BI.

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11. Close

This option is used to exit the opened workbook.

12. Account

This option when clicked on, displays your Office account.
On the second column you can set your account privacy, change your office background and theme. If you are not signed into your office account, the sign in button will be displayed but if you are signed in your information will be displayed. And below this information you also have links to sign out and switch account.
You can also add other services when your internet connection is active.
On the third column you will see your Office information (the product it contains, link to change the product key and button to select update options and view about the current product you are in).

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13. Feedback

This option is used to give feedback about anything on Excel Word that you don't like, possible suggestions and compliment.
This page contains three options which you can click and follow through the process.

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14. Options

This option when clicked on displays group of options to customize which are the: User Interface Options, Personalizations, Privacy options, Startup options and more.
There are also other options which are: Formula, Data, Proofing, Save, Language, Accessibility, Advanced, Customize Ribbon, Quick Access Toolbar, Add-ins and Trust Center that can also be customized.

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