Workbooks

This topic explains how to use Workbooks Mode to manage and edit Microsoft® Excel workbooks that are associated with a valuation project. The menus and command buttons for managing workbook files appear on the Desktop Toolbar.

Default Folder

You set the default folder for workbooks in the Workbooks Options.

Creating a Workbook

To create a new workbook, click on the New Button in the Desktop Toolbar, or select Workbooks | New.

Saving a Workbook

To save the current workbook, click on the Save Button in the Desktop Toolbar, or select Workbooks | Save.

Save All

To save all of the files that are currently open, click on the Save All Button, which is the first item on the Desktop Toolbar.

Opening a Workbook

To open a workbook, click on the Open Button in the Desktop Toolbar, or select Workbooks | Open. You can also select a recently-opened workbook from the list at the bottom of the Workbooks menu.

Copying a Workbook

You can copy the current workbook by saving it under a new file name. If you want to save any changes under the old file name, save the workbook first (see above). Then select Workbooks | Save As.

Selecting a Workbook

When you have multiple workbooks open, you select the active workbook from the Window menu on the Desktop Toolbar.