Organizing Worksheets in Microsoft Excel and more - Excel, Outlook & PowerPoint with free online tutorials from your Virtual Software Trainer!

 

Excel :  Organizing Worksheets

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by Karyn Stille, Your Virtual Software Trainer

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Moving and Copying Sheets

The easiest way to move a sheet, is to select the sheet, then holding the mouse button down, drag the sheet to the new location.  Excel provides a small black arrow to help you place the sheet in the proper location.

Release the mouse when the black arrow is in the right place.

If you have a sheet that you need to copy - which is often time saving when you need a sheet with the same format - you can use this same method to copy a sheet.  Just press and hold the Ctrl key while dragging the sheet to a new location.  This copies rather than moves the sheet.  When copying, Excel shows a "+" sign on the sheet icon.

Grouping Sheets

Using the Shift or Ctrl keys on your keyboard help you to group sheets so that you can move or copy more than one sheet at a time.

If the sheets are all in a row:

  1. Select the first sheet tab.

  2. Press and hold Shift.

  3. Select the last sheet tab in the group.

  4. Release the Shift key.

If the sheets are not all in a row:

  1. Select the first sheet tab.

  2. Press and hold Ctrl.

  3. Click once on all sheet tabs to be included in the group.

  4. Release the Ctrl key.

Use one of the methods above or below to move or copy the group of sheets.  

Incidentally, if you need the same general formatting in several sheets, grouping the sheets and changing or adding formatting and data in one also adds it to the others - an fast and easy way to create matching sheets.

Important: Once you are finished, you need to remember to ungroup the sheets!  If you do not ungroup the sheets, any work you do in one sheet will be duplicated in all the others.  To ungroup the sheets, right-click on one of the sheet tabs and choose Ungroup.  

The Move or Copy Dialog Box

You can also move and copy sheets with the Move or Copy dialog box which offers more options.

  1. Select the sheet tab for the sheet to be moved or copied.

  2. From the Edit menu, choose Move or Copy Sheet.  You can also right-click on the sheet tab and choose Move or Copy.  Either method gets you to the Move or Copy dialog box shown below.

Open workbooks are listed in the To book field, so that you have the option of copying it or packing up the sheets belongings and moving it to an entirely different workbook.  Also listed in this field is (new book).  This allows you to create a new workbook with the selected sheet inserted.  In the graphic above, I first selected my Quarter4 worksheet, accessed the Move or Copy dialog box, and have chosen to create a copy of it at the end.  Here is the result:

I can now rename the sheet and change the data as necessary.

Deleting Sheets

It is sometimes necessary to delete a sheet from a workbook.  This is most commonly used when one or two of the three default sheets in a workbook are not needed.  Just one caution:  If you delete a worksheet that contains data that other sheets in your workbook or other workbooks refer to in formulas, the formulas (obviously) will no longer work. 

To delete a sheet:

Right-click on the sheet tab and choose Delete.

OR

Select the sheet tab and from the Edit menu, choose Delete Sheet.

I have, from time to time, had users try to delete a sheet by selecting the sheet tab and pressing Delete on the keyboard.  While it may seem like a no-brainer, the Delete key only deletes the information in the active cell in the sheet whether or not you have clicked on a sheet tab.

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