Module 3 — Multiple Worksheets & Navigation
Day 1 · Morning · ~40 minutes Topics: Working with Multiple Worksheets, Freezing Panes and View Options
📥 Practice files: Start workbook · Answer key
Learn it
Working with sheets
Sheet tabs live along the bottom of the window.
| Action | How |
|---|---|
| Add a sheet | Click the + |
| Rename | Double-click the tab, type, Enter |
| Colour a tab | Right-click → Tab Colour |
| Reorder | Drag the tab left or right |
| Copy a sheet | Right-click → Move or Copy → tick Create a copy |
| Delete | Right-click → Delete — this cannot be undone |
Keep names short and descriptive: Laptop, Summary, Raw Data. Avoid Sheet1 (2) final v3.
Deleting a sheet is one of the very few actions in Excel that
Ctrl+Zwill not bring back. Pause before confirming.
Referring to another sheet
This is the real skill in this module. To pull a value from another sheet, put the sheet name and an exclamation mark in front of the cell address:
=Laptop!F2 one cell from the Laptop sheet
=SUM(Laptop!F:F) the whole of column F on the Laptop sheet
='Smart Home'!F2 quotes needed - the sheet name contains a space
The quote rule: if a sheet name has a space or punctuation in it, wrap it in single quotes. Excel adds them for you automatically if you build the reference by clicking, which is the easy way:
- Type
=SUM( - Click the other sheet’s tab
- Select the cells you want
- Type
)and press Enter
Excel writes the reference — and the quotes — correctly. You end up back on your original sheet with a working formula.
Whole-column references
=SUM(Laptop!F:F) adds every number in column F, however many rows there are today or tomorrow. Convenient, and safe as long as column F contains nothing but the numbers you want to add — a stray total further down the column would get counted twice.
Freezing panes
Scroll down a long list and your headers vanish. Freezing pins them in place.
View tab → Freeze Panes:
- Freeze Top Row — locks row 1. The quick option.
- Freeze First Column — locks column A.
- Freeze Panes — locks everything above and to the left of the selected cell.
That last one is the flexible one, and the rule is worth memorising:
- Select
A2→ freezes row 1 only - Select
B2→ freezes row 1 and column A — so headers stay visible across and down
A common mistake is selecting the row you want frozen. Select the cell below and right of what you want to keep.
Other view options
- Split (View tab) — two independently scrolling views of one sheet, for comparing distant rows
- New Window — two windows onto the same workbook, handy on two monitors
- Zoom — bottom-right slider
- Show/hide gridlines — View tab, useful when building something that will be printed
See it — worked example
Open d1_m3_worksheets_answers.xlsx.
There are seven sheets. All Orders holds the 20 source orders, sorted by category. Then one colour-coded sheet per category — Laptop, Smartphone, Tablet, Accessory, Smart Home — each holding only its own orders. Finally, Summary.
Go to the Summary sheet and click cell B2. The formula bar shows:
=SUM(Laptop!F:F)
That cell is on Summary but is reading the Laptop sheet. Now click B6:
=SUM('Smart Home'!F:F)
Same formula, but with quotes — because “Smart Home” contains a space.
B7 is the grand total, =SUM(B2:B6), adding up the five sheet totals.
Row 9 is the proof. It holds =SUM('All Orders'!G:G) — the total straight from the source data. The two figures match. That is how you check a summary: compute the same number two different ways and confirm they agree. If they ever diverge, something was missed in the split.
Now try this: go to the Laptop sheet and change any Sales figure. Return to Summary — both the category total and the grand total have already updated. Nothing was copied; the formulas are live links.
Do it — practice
Open d1_m3_worksheets_start.xlsx and follow the Instructions sheet. You will:
- Freeze the header row on
All Orders - Create and colour five category sheets
- Sort by category, then move each group onto its own sheet
- Build a
Summarysheet using cross-sheetSUMformulas - Add a grand total, and cross-check it against the source
Check yourself: your grand total must equal =SUM('All Orders'!G:G). If it does not, one category is missing rows.
If you get stuck
| Problem | Why | Fix |
|---|---|---|
#REF! in a formula |
The sheet was renamed or deleted | Rewrite the reference; check the tab name spelling |
| Formula shows as text | You forgot the leading = |
Add it |
| Grand total is too low | Rows were missed when splitting | Compare row counts; check for a category you did not create a sheet for |
| Grand total is too high | Some rows were copied twice | Check for duplicates, and that no total row got included |
| Frozen the wrong rows | Wrong cell selected | View → Unfreeze Panes, select A2, freeze again |
Check your understanding
- Write a formula that sums column D on a sheet called
Q1 Sales. (Careful — the name has a space.) - Which cell should you select before Freeze Panes if you want row 1 and column A both locked?
- Why is it worth calculating a grand total two different ways?
- Which single sheet action cannot be undone?
Previous: Module 2 · Next: Module 4 — Formulas Fundamentals
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