Workplace productivity training

In this series you will find useful tips and trick on how to use Office 365 to its full potential.

The First part we will explore is how to use Excel and OneDrive:

Me and my docs

Suppose that you have a short amount of time to get a spreadsheet together. You're planning to work on the spreadsheet after hours and on your way to work, but you're not sure how you're going to transfer that file from your computer to your other devices. With Office 365, you can save your file to the cloud, access it using different devices, and even share it with your team so you can all work on it together. Watch the video to see how it works, and then proceed to the first module to get started

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Save a workbook to OneDrive


When you have a file, such as a spreadsheet, that you want to access from different devices, begin by saving it to a cloud location, such as OneDrive for Business. Watch the video to see how this works on a computer running Windows, and scroll down to see how to perform this task across a variety of devices.

The following procedure describes how to perform this task on a computer running Windows. To see instructions for other devices, see Specific "how to" instructions for your device.

To save a spreadsheet to OneDrive for Business using Excel on your computer

  1. Begin with a spreadsheet open on your device. If you want to use our example spreadsheet, download it here: http://go.microsoft.com/fwlink/?LinkId=723571 and then open it in Excel.

  2. In Excel 2016, choose File > Save As.

  3. In your list of locations, choose your OneDrive for Business library.

    If you don't see your OneDrive for Business library listed, choose Add a Place > Office 365 SharePoint, and then sign in using your work or school account.

  4. Specify a name for the file, and then choose Save.

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Open an Excel spreadsheet on a mobile device

Suppose that you've saved a spreadsheet to OneDrive for Business and now you want to find it on your tablet. Watch the video to see how this works on an iPad, and scroll down to see how to perform this task across a variety of devices.

The following procedures describe how to perform this task on an iPad. However, you can use another device as well. See Specific "how to" instructions for your device.

You can find and open a workbook on your tablet using either the Excel or OneDrive app.

To find a spreadsheet using Excel on your iPad

  1. Open Excel on your iPad.

  2. Under Recent, identify a workbook that you have recently worked on. (Our example is called Marketing event budget example.xlsx.)

  3. Tap the workbook to open it.

To find a spreadsheet using OneDrive for Business on your iPad

  1. On your iPad, open your OneDrive app.

  2. If this is the first time using your OneDrive app, sign in.

  3. From your list of files, choose the one you want to view. (Our example is called Marketing event budget example.xlsx.)

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Edit an Excel spreadsheet on an iOS device

With Office 365 and Excel on your tablet, you can edit a spreadsheet from wherever you are. Watch the video to see how this works using Excel for iPad, and scroll down to see how to perform this task across a variety of devices.

The following procedure describes how to perform this task using Excel for iPad. However, you can use another device as well. See Specific "how to" instructions for your device.

To edit a spreadsheet using Excel on an iPad

  1. Begin with your spreadsheet open in Excel for iPad.

  2. Tap Edit.

  3. To edit the contents of a cell, tap to select that cell, and then type your entry. Tap the green checkmark to enter your edited text.

  4. To clear entries from multiple cells, select a cell by tapping and holding it, and then drag to select additional cells. Then, in the context menu that appears, choose Clear.

  5. When you're done editing, save and close the file.

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Share a spreadsheet

uppose that you want to share a spreadsheet with your teammates so you can all work on it together. With OneDrive for Business, you can. Watch the video to see how this works in the browser on a computer, and scroll down to see how to perform this task across a variety of devices.

The following procedure describes how to perform this task using OneDrive for Business in a web browser on a computer. However, you can use another device as well. See Specific "how to" instructions for your device.

To share a spreadsheet using OneDrive for Business in the browser on your device

  1. Using the web browser on your device, go to http://portal.office.com and sign in using your work or school account.

  2. From the home screen or using the app launcher, choose OneDrive.

  3. Select the file you want to share, and then choose Share in the ribbon. (Our example is called Marketing event budget example.xlsx.)

  4. Type the email addresses of the people with whom you want to share the file, and then choose Share.

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I hope this is informative.



Hein Lewies