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Workbook Structure Reference

Reference for excel-fundamentals · 553 lines

Productivity / Excelv1.0.0Updated OCT 20 20264 references1 script

Complete guide to sheet management, protection, view options, freeze panes, and print settings in Excel.

Sheet Operations

Adding Sheets

MethodAction
+ buttonClick + next to sheet tabs
KeyboardShift+F11
Right-clickRight-click tab > Insert
RibbonHome > Insert > Insert Sheet

Deleting Sheets

  1. Right-click sheet tab
  2. Select Delete
  3. Confirm if sheet contains data

Note: Cannot undo sheet deletion.

Renaming Sheets

MethodAction
Double-clickDouble-click tab, type new name
Right-clickRight-click > Rename
KeyboardAlt+H, O, R

Sheet name rules:

  • Max 31 characters
  • Cannot contain: \ / ? * [ ]
  • Cannot be blank
  • Cannot start/end with apostrophe

Moving Sheets

Within workbook:

  • Drag tab to new position
  • Hold Ctrl while dragging to copy

To another workbook:

  1. Right-click tab > Move or Copy
  2. Select destination workbook
  3. Choose position
  4. Check "Create a copy" if needed

Copying Sheets

Within workbook:

  • Ctrl+drag tab

To another workbook:

  1. Right-click > Move or Copy
  2. Select destination
  3. Check "Create a copy"

Sheet Tab Color

  1. Right-click sheet tab
  2. Tab Color
  3. Choose color from palette

Use for:

  • Grouping related sheets
  • Status indication
  • Visual organization

Selecting Multiple Sheets

SelectionMethod
AdjacentShift+click first and last
Non-adjacentCtrl+click each tab
All sheetsRight-click > Select All Sheets

Grouped sheets:

  • Changes apply to all selected
  • [Group] appears in title bar
  • Click single tab to ungroup

Sheet Navigation

ShortcutAction
Ctrl+Page DownNext sheet
Ctrl+Page UpPrevious sheet
Navigation arrowsScroll sheet tabs
Right-click arrowsList all sheets

Hide and Unhide

Hide Sheets

  1. Right-click sheet tab
  2. Hide
  3. Sheet disappears from tabs

Unhide Sheets

  1. Right-click any tab
  2. Unhide
  3. Select sheet from list
  4. Click OK

Very Hidden Sheets (VBA)

Only visible through VBA:

vba
Sheets("Sheet1").Visible = xlSheetVeryHidden

Cannot unhide via normal menu.

Hide/Unhide Rows

Hide:

  1. Select row numbers
  2. Right-click > Hide
  3. Or Ctrl+9

Unhide:

  1. Select rows surrounding hidden
  2. Right-click > Unhide
  3. Or Ctrl+Shift+9

Hide/Unhide Columns

Hide:

  1. Select column letters
  2. Right-click > Hide
  3. Or Ctrl+0

Unhide:

  1. Select columns surrounding hidden
  2. Right-click > Unhide
  3. Or Ctrl+Shift+0

Protection

Sheet Protection

Protect sheet from changes:

  1. Review > Protect Sheet
  2. Set optional password
  3. Choose allowed actions

Allowed actions:

OptionAllows Users To
Select locked cellsSelect protected cells
Select unlocked cellsSelect editable cells
Format cellsChange formatting
Format columnsChange column width
Format rowsChange row height
Insert columnsAdd columns
Insert rowsAdd rows
Insert hyperlinksAdd hyperlinks
Delete columnsRemove columns
Delete rowsRemove rows
SortSort data
Use AutoFilterFilter data
Use PivotTableModify pivot tables
Edit objectsChange shapes/charts
Edit scenariosModify scenarios

Unlock Specific Cells

Before protecting:

  1. Select cells to remain editable
  2. Format Cells > Protection tab
  3. Uncheck "Locked"
  4. Then protect sheet

Workbook Protection

Protect workbook structure:

  1. Review > Protect Workbook
  2. Choose protection options:
    • Structure: Prevent sheet changes
    • Windows: Prevent window changes (deprecated)

Password Guidelines

  • Passwords are case-sensitive
  • Use strong passwords
  • Store passwords securely
  • Cannot recover forgotten passwords

Remove Protection

  1. Review > Unprotect Sheet/Workbook
  2. Enter password if set
  3. Protection removed

Protect Specific Ranges

Allow different users to edit ranges:

  1. Review > Allow Users to Edit Ranges
  2. Define ranges and permissions
  3. Set passwords per range

Freeze Panes

Freeze Options

OptionEffect
Freeze PanesFreeze above and left of active cell
Freeze Top RowKeep row 1 visible
Freeze First ColumnKeep column A visible

Setting Freeze Panes

  1. Select cell below and right of freeze point
  2. View > Freeze Panes
  3. Choose option

Examples:

Active CellFreezes
B2Row 1 and Column A
A3Rows 1-2
C1Columns A-B
D5Rows 1-4 and Columns A-C

Unfreeze Panes

View > Freeze Panes > Unfreeze Panes

Common Freeze Patterns

Header row only:

  1. Select cell A2
  2. Freeze Panes

Headers and row labels:

  1. Select cell B2
  2. Freeze Panes

Multiple header rows:

  1. Select cell in row below last header
  2. Freeze Panes

Split View

Creating Split

  1. View > Split
  2. Or drag split box on scrollbar
  3. Divides window into panes

Adjusting Split

  • Drag split bar to resize
  • Double-click to remove split
  • View > Split to toggle off

Split vs Freeze

FeatureSplitFreeze
Panes scrollIndependentlyTop/left fixed
Multiple viewsSame areaDifferent areas
Split barsVisible, draggableNone
Use caseCompare within sheetKeep headers visible

Window Options

New Window

Open multiple views of same workbook:

  1. View > New Window
  2. Arrange windows as needed
  3. Changes sync across windows

Arrange Windows

OptionLayout
TiledEqual-sized grid
HorizontalStacked horizontally
VerticalSide by side
CascadeOverlapping

Windows of active workbook:

  • Check "Windows of active workbook"
  • Only arrange current file's windows

View Side by Side

Compare two workbooks:

  1. View > View Side by Side
  2. Synchronous Scrolling (optional)
  3. Reset Window Position

Hide Window

View > Hide

  • Hides window but keeps file open
  • View > Unhide to restore

Switch Windows

View > Switch Windows

  • Lists all open workbooks
  • Click to switch

Page Layout

Page Orientation

OptionBest For
PortraitStandard documents
LandscapeWide data, many columns

Paper Size

Common sizes:

  • Letter (8.5 x 11 in)
  • Legal (8.5 x 14 in)
  • A4 (210 x 297 mm)
  • A3 (297 x 420 mm)

Margins

PresetTop/BottomLeft/Right
Normal0.75"0.7"
Wide1"1"
Narrow0.75"0.25"

Custom margins:

  • Set exact values
  • Center on page (horizontal/vertical)

Set specific range to print:

  1. Select range
  2. Page Layout > Print Area > Set Print Area

Clear print area:

  • Page Layout > Print Area > Clear Print Area

Add to print area:

  • Select additional range
  • Add to Print Area

Page Breaks

View page breaks:

  • View > Page Break Preview
  • Blue lines show breaks

Insert manual break:

  1. Select cell
  2. Page Layout > Breaks > Insert Page Break

Remove break:

  • Page Layout > Breaks > Remove Page Break

Reset all:

  • Page Layout > Breaks > Reset All Page Breaks

Scale to Fit

OptionEffect
WidthFit to n pages wide
HeightFit to n pages tall
ScalePercentage of normal size

Fit Sheet on One Page:

  • Width: 1 page
  • Height: 1 page

Repeat rows/columns on every page:

  1. Page Layout > Print Titles
  2. Rows to repeat at top: $1:$2
  3. Columns to repeat at left: $A:$A

Headers and Footers

Adding Headers/Footers

  1. Insert > Header & Footer
  2. Or Page Layout view
  3. Click header/footer area

Header/Footer Sections

SectionAlignment
LeftLeft-aligned
CenterCentered
RightRight-aligned

Built-in Elements

CodeInserts
&[Page]Page number
&[Pages]Total pages
&[Date]Current date
&[Time]Current time
&[File]File name
&[Path]File path
&[Tab]Sheet name
&[Picture]Image

Header/Footer Options

OptionEffect
Different First PageUnique first page header
Different Odd & EvenAlternating headers
Scale with DocumentResize with scaling
Align with Page MarginsMatch page margins

Ctrl+P or File > Print:

  • See how pages will print
  • Navigate between pages
  • Access print settings
OptionPrints
Active SheetsCurrently selected sheets
Entire WorkbookAll sheets
SelectionHighlighted range only
SettingDescription
CopiesNumber of copies
CollatedComplete sets in order
PagesSpecific page range
One-sided/Two-sidedDuplex printing

Page Setup Options

OptionEffect
GridlinesPrint cell gridlines
Row and column headingsPrint A, B, C and 1, 2, 3
Black and whiteNo colors
Draft qualityFaster, lower quality
CommentsPrint where displayed or at end
Cell errorsPrint as displayed, blank, --, or #N/A
OptionSequence
Down, then overPrint columns first
Over, then downPrint rows first

View Options

Normal View

Default editing view:

  • Standard cell editing
  • Full ribbon access
  • Formula bar visible

Page Layout View

See pages as they will print:

  • Rulers visible
  • Headers/footers editable
  • Page margins shown

Page Break Preview

See and adjust page breaks:

  • Blue lines = automatic breaks
  • Solid lines = manual breaks
  • Drag to adjust

Workbook Views

ViewPurpose
NormalStandard editing
Page Break PreviewManage pagination
Page LayoutPrint preview editing
Custom ViewsSaved view settings

Custom Views

Save view settings:

  1. View > Custom Views
  2. Add
  3. Name the view
  4. Choose settings to save

Settings saved:

  • Print settings
  • Hidden rows/columns
  • Filter settings
  • Window settings

Show/Hide Elements

ElementToggle Location
RulerView > Ruler
GridlinesView > Gridlines
Formula BarView > Formula Bar
HeadingsView > Headings
ZoomView > Zoom

Zoom Options

MethodAction
SliderDrag zoom slider
Ctrl + scrollMouse wheel zoom
View > ZoomZoom dialog
Zoom to selectionFit selection in window

Zoom range: 10% to 400%

Keyboard Shortcuts Summary

ActionWindowsMac
New sheetShift+F11Shift+F11
Next sheetCtrl+Page DownCtrl+Page Down
Previous sheetCtrl+Page UpCtrl+Page Up
Move to A1Ctrl+HomeCmd+Home
Move to last cellCtrl+EndCmd+End
Hide rowsCtrl+9Cmd+9
Unhide rowsCtrl+Shift+9Cmd+Shift+9
Hide columnsCtrl+0Cmd+0
Unhide columnsCtrl+Shift+0Cmd+Shift+0
Print previewCtrl+PCmd+P
Page Break PreviewAlt+W, I
Normal ViewAlt+W, L
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