Worksheets aren’t all created using templates. You’ll often need to build unusual spreadsheets that aren’t meant to be used as typical models for creating certain sorts of workbooks. In reality, if your organization doesn’t depend on highly standardized financial statements and procedures, most of the spreadsheets you make in Excel might well be of this type.

Make a Workbook Plan

When starting a new worksheet from scratch, you should think about the data arrangement and design first. You may wish to ask yourself any of the following points when conducting this mental planning:

  • Will the spreadsheet’s data be disseminated mainly in printed or electronic form?
  • Do all these data tables and lists have to be on a singular worksheet, or may they be spread among numerous worksheets of the workbook (like chapters in a book)?
  • What is the maximum amount of data that the spreadsheet can hold?
  • Do the formulae in the spreadsheet’s data tables seem the same?
  • Is there any data in the spreadsheet that comes from worksheets in other workbooks?
  • Will any of the information in the spreadsheet be plotted, and if so, will the charts be placed in the same worksheet (called integrated charts) or on different worksheets in the workbook (named chart sheets)?
  • How frequently will the spreadsheet’s data be modified or updated?
  • Do any of the columns in the spreadsheet’s data tables obtain their data from formula calculations or other listings (known as reference tables) in the workbook?
  • In the spreadsheet design, is it necessary to utilize data tables (with both row and column headers) or lists (with just column headings)?
  • All of these questions are intended to help you to think about the new spreadsheet’s core purpose and function before you start developing it, so you can come up with a plan that is both cost-effective and completely effective.

Putting the Finishing Touches on Your Workbook Design

You’re ready to start constructing the new tables and lists once you’ve roughly figured out where everything belongs in your new spreadsheet. Here are some basic guidelines for creating a new data table using simple totaling calculations:

  • In the first cell, which creates the table’s left and top margins, type the title of the data table.
  • Starting in the same column as the cell containing the table’s title, enter the row of column headers in the row below this cell.
  • Starting in the first row that will contain data, enter the row headers along the first column of the table. (This results in a blank cell where the row of column headers crosses the column or row headings.)
  • Construct the first formula in the table’s final row, which sums columns of (still empty) cell entries, and then replicate that formula across all of the table’s columns.
  • Create the first formula, which sums the rows of (still empty) cell entries in the table’s last column, and then replicate it along with the remainder of the table’s rows.
  • Format the cells to store the table values before entering them or input the computed values before formatting their cells. (It’s all up to you.)
  • Enter the list name in the table’s first cell when creating a new data list in a new worksheet, and then the row of column headings in the row below. Then, under the relevant column headers, insert the first row of data .

New Blank Workbooks Opening.

Although you can create a new spreadsheet from scratch by opening a new workbook from the Excel screen in the backstage view when you first start the software, there will be times when you need to access your blank workbook from inside the Worksheet area. For example, if you start Excel by updating an existing workbook and then creating a new spreadsheet, you’ll need to start with a blank workbook (which you can do before or after closing the workbook with which you started Excel).

Ctrl+N are the quickest method to start a new blank worksheet. Excel reacts by creating a new workbook with the next available number as the Book name (Book2, if you opened Excel with a blank Book1). You may accomplish the same thing in backstage view by clicking File New and then the Blank Workbook thumbnail.

Excel opens its document window as soon as you start a blank worksheet. Click its button on the Windows taskbar or press Alt+Tab until its file icon is chosen in the dialogue box that appears in the center of the screen to return to another open workbook (which you would do if you wanted to copy and paste part of its data into one of the blank worksheets).

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