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Microsoft Excel 2010 : Grouping Multiple Sets of Data

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12/5/2012 9:46:36 AM
When you work with Excel for a while, you’ll find that you often open a number of the same workbooks at the same time. For instance, Lori Penor, the chief operating officer of Consolidated Messenger, might always pull up a workbook that tracks labor costs at the same time she opens the package volume summary workbook. She can open the workbooks individually through the Open dialog box, but she can also group the files so that she has the option of opening them all simultaneously.

If you want to open a set of files simultaneously, you can define them as part of a workspace, which uses one file name to reference several workbooks. To define a workspace, you open the files you want to include and then open the Save Workspace dialog box.

Clicking Save in the Save Workspace dialog box saves references to all the Excel files that are currently open. Whenever you open the workspace you create, all the files that were open when you defined the workspace are displayed. Including a file in a workspace doesn’t remove it from general circulation; you can still open it by itself.

In this exercise, you’ll save a workspace that consists of two workbooks, close the included files, and then test the workspace by opening it from the Open dialog box.

Set Up


Open the OperatingExpenseDashboard and FleetOperatingCosts workbooks. Then follow the steps.

  1. In either workbook, on the View tab, in the Window group, click Save Workspace.

    Set Up

    The Save Workspace dialog box opens.

    Set Up
  2. In the File name field, type Expenses.

  3. Click Save.

    Excel saves your workspace and closes the Save Workspace dialog box.

  4. Click the File tab, and then click Close.

    Excel closes the active workbook.

  5. Click the File tab, and then click Close.

    Excel closes the second workbook.

  6. Click the File tab and (if necessary), click Recent. In the Recent Workbooks list, click Expenses.xlw.

    Excel opens the OperatingExpenseDashboard and FleetOperatingCosts workbooks.

    Set Up

Clean Up

Close the OperatingExpenseDashboard and FleetOperatingCosts workbooks.

 
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