Excel - A first look at Excel 2016 Tutorial

In this video, you will learn about the new features and enhancements in Office 2016. The video covers the changes in Outlook, such as the ability to attach files from different locations and change permissions.
It also explores new charts and maps in Excel, including the ability to create tables based on geographical data.
Additionally, the video showcases the collaboration features in all Office applications, allowing users to share and edit documents simultaneously.
The video concludes by highlighting the "Tell me what you want to do" feature and the smart lookup function available in Office 2016. This tutorial will help you make the most of Office 2016 and improve your productivity.

3:22
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Available in Microsoft365

Objectifs :

This video aims to introduce users to the Excel interface, highlighting the differences between Excel 2003 and newer versions, and demonstrating how to navigate the ribbon, utilize common commands, and convert files to the new xlsx format for enhanced functionality.

Chapitres :

Introduction to Excel Interface
When you open Excel for the first time, you are greeted with a unique interface that differs from the traditional blank worksheet. This video will guide you through the initial setup and options available.
Opening an Excel 2003 Workbook
Upon opening an Excel 2003 workbook, you will notice that it looks and functions similarly to the newer versions. The basic tools and features remain intact, allowing you to type and format text and numbers in a familiar manner, albeit with a different organization.
Navigating the Ribbon
In the newer versions of Excel, instead of selecting a menu item and clicking a command, you now select a tab on the ribbon. The Home tab is selected by default when you first open Excel, providing quick access to the most common commands for data management.
Changing Formatting
To change the formatting of your data, such as the background color and font color of the header row, simply select the desired cells. You can hover over different styles to see a preview before making your selection, enhancing your formatting experience.
Saving Your Workbook
When it comes time to save your workbook, you can either use the save command located in the toolbar or the familiar keyboard shortcut Ctrl + S. If you are saving a file created in Excel 2003, a compatibility checker may appear, indicating potential formatting issues.
Understanding Compatibility Mode
If you choose to save in the older xls format, you will enter compatibility mode, which may limit access to some new features. You can opt to clear the compatibility message, but be aware that you will miss out on certain functionalities.
Converting to xlsx Format
To take full advantage of the new features, it is recommended to convert your file to the xlsx format. To do this, click the File tab to access the backstage view, select Info, and then click Convert. Confirm the conversion and reopen the workbook to utilize the new features.
Exploring Chart Styles
After converting to the xlsx format, you can select a chart and explore a wide range of chart styles. As before, you can preview different styles before making a selection, allowing for a more customized presentation of your data.
Conclusion
In this video, we have covered the essential aspects of navigating the Excel interface, understanding compatibility mode, and converting files to the new format. Stay tuned for more detailed discussions on compatibility mode in the upcoming videos.

FAQ :

What is the difference between XLS and XLSX file formats?

XLS is the older file format used by Excel 2003 and earlier, while XLSX is the newer format introduced in Excel 2007 that supports more features and better data management.

How do I save my Excel workbook?

You can save your Excel workbook by clicking the save command in the toolbar or by using the keyboard shortcut Ctrl + S.

What is the purpose of the Compatibility Checker in Excel?

The Compatibility Checker alerts users about potential issues when saving files in older formats, ensuring that certain features and formatting may not be supported in those versions.

How can I convert my Excel file to the new XLSX format?

To convert your Excel file to the XLSX format, click the File tab, select Info, then click Convert, and follow the prompts to complete the conversion.

What are Chart Styles in Excel?

Chart Styles are predefined formats that allow users to quickly change the appearance of their charts, making it easier to visualize data.

Quelques cas d'usages :

Data Analysis in Business

Excel can be used by business analysts to organize and analyze large datasets, utilizing features like pivot tables and charts to derive insights and make data-driven decisions.

Financial Reporting

Accountants can use Excel to create financial reports, track expenses, and manage budgets, taking advantage of formulas and functions to automate calculations.

Project Management

Project managers can utilize Excel to create Gantt charts and track project timelines, ensuring that tasks are completed on schedule and resources are allocated efficiently.

Inventory Management

Retailers can manage inventory levels using Excel, tracking stock quantities and sales data to optimize supply chain operations and reduce costs.

Educational Purposes

Teachers can use Excel to track student grades and attendance, creating spreadsheets that help in analyzing student performance over time.

Glossaire :

Excel

A spreadsheet program developed by Microsoft that allows users to organize, format, and calculate data with formulas using a system of rows and columns.

Workbook

A file created by Excel that contains one or more worksheets, which can hold data, charts, and other information.

Ribbon

A user interface element in Excel that organizes commands and tools into tabs, making it easier to find and use features.

Home Tab

The default tab selected when opening Excel, containing the most commonly used commands for formatting and editing data.

Compatibility Checker

A tool in Excel that alerts users about potential issues when saving files in older formats, ensuring that features and formatting may not be supported.

XLS

The file format used by Excel 2003 and earlier versions, which may not support newer features available in later versions.

XLSX

The file format introduced in Excel 2007 that supports more features and is the default format for newer versions of Excel.

Chart Styles

Predefined formats for charts in Excel that allow users to quickly change the appearance of their data visualizations.

Backstage View

A feature in Excel that provides access to file management tasks, such as saving, opening, and converting files.

00:00:07

It's a little different from the blank worksheet you're used to when you open Excel 2003.

00:00:12

Now you start by choosing what you want to do,

00:00:15

you can use a template and create a new workbook

00:00:19

or open an existing workbook here.

00:00:22

Let's see what happens when you open an Excel 2003 workbook.

00:00:26

It looks about the same and it works about the same too

00:00:30

and all the basic tools and features you're used to are still here,

00:00:33

you type and format texts and numbers the same way,

00:00:37

the commands are just organized differently.

00:00:40

You used to select a menu item then click a command,

00:00:45

now you select a tab on the ribbon and click a command.

00:00:50

By default the Home tab is selected when you first open Excel

00:00:53

and if you just want to get up to speed fast,

00:00:55

this is where you'll find the most common commands for working with your data.

00:00:59

For example, let's select the header row and change the background color

00:01:08

and font color.

00:01:12

If you want to save time, you can click here

00:01:15

and choose the cell style.

00:01:18

Notice that you can move the mouse over a style

00:01:21

and see a preview before you select it.

00:01:25

When it comes time to save your workbook,

00:01:27

you can use the save command up here

00:01:30

or you can use the familiar keyboard shortcut Ctrl-S.

00:01:35

What's that?

00:01:37

This is the compatibility checker, it appeared because

00:01:40

we're saving an xls file that was created in Excel 2003

00:01:44

and it's found that the formatting we just added might

00:01:46

not look right when we open the file in an older version of Excel.

00:01:50

Click Continue to save the file anyway.

00:01:53

Now let's see how the file looks in Excel 2003.

00:01:56

In this case everything seems to be OK,

00:01:59

so let's take a closer look at the message that appeared,

00:02:03

it comes up every time we save the file.

00:02:08

You can clear this checkbox to make the message go away

00:02:16

but as you can see up here, you're still running in

00:02:19

compatibility mode because Excel is saving the file in the old xls format.

00:02:25

Excel will essentially work the same way as it always has

00:02:27

but you'll miss out on a few new features

00:02:29

like, for example, when we select a chart,

00:02:32

this button would normally show a list of chart styles we could use

00:02:36

but because we're in compatibility mode that feature is unavailable.

00:02:40

So if you don't need to open a file in Excel 2003,

00:02:43

the best thing to do is to convert to the new xlsx format

00:02:47

and here's how to do that.

00:02:49

Click the File tab to go to the backstage;

00:02:52

with Info selected here, click Convert,

00:02:57

click OK to perform the conversion

00:03:00

and then click Yes to reopen the workbook so that you can use the new features.

00:03:06

Now we select the chart, we have a whole range of chart styles to choose from;

00:03:10

again you can preview the styles before you select one.

00:03:14

We will get into compatibility mode in more detail in the final video.

00:03:18

Now stick around and we'll do more.

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