Using the Application
What you need to understand
A spreadsheet application is opened either from the Start menu/launcher or by double-clicking an existing file, and you work inside a workbook made up of worksheets. You must know how to create a new blank workbook, open an existing one (from the Open dialog or the recent files list), save it, close it, and switch between several workbooks that are open at the same time.
The single most important distinction is Save versus Save As. Save writes changes back to the file you already have and asks for a name only if the file has never been saved. Save As always opens a dialog where you can choose a new name, a new folder and - crucially - a new file type. Native formats are .xlsx (Excel) and .ods (LibreOffice); .csv is plain text that holds a single sheet with no formatting, no formulas (only their results) and no multiple sheets; .pdf is for distribution and is not editable.
Also expect questions on undo/redo, zoom level, spell-checking, using Help, and adjusting application options such as your user name or default file location.
Traps
- Choosing Save when the question asks you to keep the original and create a copy - that is Save As.
- Forgetting to change the file type drop-down in the Save As dialog; the name is not enough.
- Assuming a
.csvkeeps formatting, colours or several sheets - it does not.
Rule of thumb: if you want to preserve the original file untouched, always use Save As; if you are simply continuing work on the same file, use Save.