How to Create Documents in MS Excel: A Step-by-Step Guide

Creating documents in MS Excel is easier than you might think! It’s all about getting started with the right steps and knowing a few handy tips to make your work smoother. After reading this quick overview, you’ll be ready to create your own documents like a pro.

Step by Step Tutorial: How to Create Documents in MS Excel

Before diving into the steps, let’s understand what we’re aiming for. We’re going to create a new document in MS Excel, which could be anything from a simple spreadsheet to track your expenses to a complex data analysis report.

Step 1: Open MS Excel

Open the MS Excel application on your computer.

When you open MS Excel, you’ll see a start screen with various template options and a blank workbook. If you want to start from scratch, just click on the blank workbook.

Step 2: Enter your data

Click on any cell and start typing to enter data.

You can enter text, numbers, or dates. If you want to move to the next cell, just press ‘Enter’ or ‘Tab’ on your keyboard. It’s that simple to start populating your Excel document with the information you need.

Step 3: Save your document

Click on ‘File’ then ‘Save As’ to save your document.

You can choose where to save your document, and give it a name that makes sense to you. Excel offers different file formats, but the default .xlsx works for most situations.

Step 4: Format your data

Use the toolbar options to change the appearance of your data.

You can make your data look neat and organized by adjusting the font size, adding borders, or changing the background color of cells. Don’t be afraid to experiment with these formatting tools to make your document look professional.

Step 5: Add formulas and functions

Click on a cell and type ‘=’ followed by the formula you want to use.

Excel is powerful because of its ability to perform calculations. You can add simple formulas like addition and subtraction, or use complex functions like VLOOKUP. Remember to always start a formula with an equal sign.

After completing these steps, you’ll have a basic Excel document ready to go. You can continue to add data, format your spreadsheet, and use formulas to analyze your data as needed.

Tips for Creating Documents in MS Excel

  • Always save your work frequently to avoid losing data.
  • Use ‘Ctrl + Z’ to undo any mistakes you make.
  • Organize your data into columns and rows so it’s easier to manage.
  • Take advantage of Excel’s built-in templates for common types of documents.
  • Learn keyboard shortcuts to speed up your work in Excel.

Frequently Asked Questions

How do I change the font size in my Excel document?

Select the cells with the text you want to change, then use the font size drop-down in the toolbar to choose a new size.

Changing the font size can make your document easier to read or help it fit better on a printed page. You can find the font size option in the Home tab of the toolbar.

Can I create graphs in Excel?

Yes, select the data you want to visualize, then choose the ‘Insert’ tab and select the type of graph you want.

Excel has a variety of graph and chart options, from simple bar charts to complex scatter plots. Play around with different types to see what works best for your data.

What’s the difference between ‘Save’ and ‘Save As’?

Use ‘Save’ to save changes to the current document, and ‘Save As’ to create a new document with a different name or format.

‘Save As’ is especially useful when you want to make a copy of your document or save it in a different file format, like PDF.

How do I print my Excel document?

Click on ‘File’, then ‘Print’, and adjust the settings as needed before clicking ‘Print’ again.

Before printing, make sure to check the print preview to see how your document will look on paper. You might need to adjust the scale or layout to get it just right.

Can I protect my Excel document with a password?

Yes, click on ‘File’, ‘Info’, ‘Protect Workbook’, and then ‘Encrypt with Password’.

Setting a password is a good idea if your document contains sensitive information. Just make sure you remember the password, or you won’t be able to open the document later!


  1. Open MS Excel
  2. Enter your data
  3. Save your document
  4. Format your data
  5. Add formulas and functions


Congratulations, you now know how to create documents in MS Excel! Remember, the key to success with Excel is practice. Don’t be afraid to play around with different features and functions. Excel is a powerful tool, and the more you use it, the more you’ll discover what it can do. Keep experimenting with formatting, formulas, and charts to find the best ways to present your data.

If you ever get stuck, there’s a wealth of resources available online, from tutorials to forums where you can ask questions. Excel is used by millions of people worldwide, so chances are someone has encountered the same issue as you and has a solution.

Lastly, don’t forget to protect your work. If you’re dealing with sensitive data, use the password protection feature to keep your information secure. And always back up your documents in case of technical issues.

With these tips and tricks up your sleeve, you’re well on your way to becoming an Excel expert. So, what are you waiting for? Dive in and start creating your own Excel documents today!

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