In this exercise, you’ll create a workbook from the Project Gallery and a ledger sheet from the Elements Gallery.
On the File menu, click Project Gallery (or press Shift+Command+P).
The Project Gallery opens, displaying the Blank Documents category.
In the Category list, expand the Home Essentials category, and then click Finance Tools.
The project template thumbnails give you an idea of what each worksheet will look like.
Scroll to the end of the Template list, and click the Monthly Home Budget thumbnail. Then in the Project Gallery, click Open.
Excel opens a temporary, untitled workbook in Normal view, containing one worksheet named Monthly Home Budget.
Note
No toolbars are necessary in this exercise, so we’ve hidden the toolbar area to save screen real estate.
You can use the Monthly Home Budget worksheet to track your planned and actual monthly income and expenses. Instructions in cell G4 provide information about how to use the worksheet.
On the File menu, click Save As.
The Save As dialog box opens. Excel suggests a file name. Notice that the suggested file format is Excel 97–2004 Workbook (.xls), rather than the default Excel 2008 file format, Excel Workbook (.xlsx). This is a good indicator that the original template was created in an earlier version of Excel.
In the Save As box, replace the suggested file name with My Budget.
If the folder structure isn’t already visible in the Save As dialog box, click the Expand button to display it.
Navigate to the ~/Documents/Microsoft Press/2008OfficeMacSBS/ CreateWorkbooks/ folder. In the Format list, click Excel Workbook (.xlsx).
In the Save As dialog box, click Save.
Excel saves the workbook in the new file format. Other than the name on the title bar, no change is apparent, but you now have access to all of the Excel 2008 for Mac functionality.
At the top of the workbook window, click the Sheets button.
The Sheets tab of the Elements Gallery expands. Each subcategory of the Ledger Sheets Project Gallery category has a corresponding group button at the top of the tab.
Click the Budgets button to display that group of ledger sheets.
Point to each of the ledger sheets to display its name in the style name area at the left end of the gallery. When you come to the Home Budget sheet, click it.
Excel inserts a sheet named Ledger1 in the My Budget workbook, to the right of the Monthly Home Budget sheet. The ledger sheet is sized so that the entire sheet is visible in the window.
