The basic excel settings

The basic excel settings: YOUR OBJECTIVE

You are already working with Excel 2010. Some of your colleagues, however, do not have access to this version yet. You will have to save the workbooks you have created with Excel 2010 in the Excel97-2003 file format, so that your colleagues will be able to open them. You can set this as your default file format, so that you do not have to set it every time you save a file. You can also automatically preselect a certain folder as default path. This way, you avoid having to browse to this folder every time you save a file. You can set which format Excel automatically selects in Excel Options. In addition, you can also adjust numerous excel settings regarding the appearance and behavior of Excel. In this learning module you will learn how to call up Excel Options and apply changes there.

The basic excel settings :HOW DOES IT WORK?

To change the basic excel settings, first click on the tab. Then click on the command.

This opens the Excel Options dialog box. In the first category, General, you can adjust the default font and your user name.

In the Save category you can control how Excel saves files.

 

You can here preset the file format in which Excel will save files by default. If you have to exchange files with people who are still using previous versions of Excel often, you should set the file format to the compatible Excel97-2003 Workbook (*.xls) format.

In the Save category, you can also set how often your file will be automatically saved.

Here, you preset the default location for saving your files.

Once you have entered all the excel  settings click OK.

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