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Instructions on How to Automatically Open a Workbook When You Open

If you are an office worker, your daily work requires regular use of Excel. Review the key facts and practical impact.

Table of Contents

The following guide provides a clear overview of Excel, with the most relevant background, details, and practical takeaways.

Instructions on How to Automatically Open a Workbook When You Open – Excel

1. Use the Xlstart Folder Integrated in Excel

To start, open Excel, then click the File tab.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (2)

On the backstage interface, click on the Options option located in the list of left frame items.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (3)

Now the Excel Options dialog box appears. In the Excel Options dialog box, click the Trust Center option located in the list of left frame options.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (4)

In the Microsoft Excel Trust Center section, click Trust Center Settings.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (5)

On the Trust Center dialog box, click on the Trusted Locations option.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (6)

On the screen you will see a list of default Excel locations. Click on the User StartUp option under User Locations.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (7)

The full path to display the selected Excel location is displayed below the location list.

This is the path that the Excel folder will scan to find the Excel file you want to open. You can create a new note for your Excel file path or you can copy the path by clicking Modify.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (8)

If you click Modify to copy the entire path, on the screen you will see a Microsoft Office Trusted Location dialog box appear.

Select the path in the Path section and then edit the path in the Microsoft Office Trusted Location dialog box and then press Ctrl + C to copy the path. Click OK to close all dialog Windows and return to the main Excel window.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (9)

Next, open File Explorer (Windows 10) or Windows Explorer (on older Windows versions), place your cursor in the address bar and paste the path you just copied. Press Enter to open the folder.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (10)

Next copy the Excel file that you want to add to the folder. Open another File Explorer window, then find the folder containing the Excel file you use, select the file and drag the file into the XLSTART folder.

From now on the Excel file will automatically open every time you open the Excel application to work.

Instructions on How to Automatically Open a Workbook When You Open – 1. Use the Xlstart Folder Integrated in Excel (11)

2. Use Your Own Directory

In addition to the above, you can create a separate folder containing your Excel file.

To start, open Excel, then click the File tab.

On the backstage interface, click on the Options option located in the list of left frame items.

Now the Excel Options dialog box appears. In the Excel Options dialog box, click the Advanced option located in the list of left frame options.

Instructions on How to Automatically Open a Workbook When You Open – 2. Use Your Own Directory (12)

Scroll down to find the General option, then enter the directory path that contains the Excel file to use in the At startup frame, open all files in.

Instructions on How to Automatically Open a Workbook When You Open – 2. Use Your Own Directory (13)

Click OK to accept the change and close the Excel Options dialog box.

From now on when you open the Excel application, any Excel file in your XLSTART folder and folder will automatically open. Even if you double-click to open another Excel file, Excel files in your XLSTART folder and folders will be opened first.

You Can Refer to Some Articles Below:

  • How to reopen Word, Excel or PowerPoint files when closed but not saved yet?
  • Summary - 38 'priceless' shortcuts in Microsoft Excel
  • MS Excel - Lesson 4: Working with lines, columns, sheets

Good luck!

FAQ

What is the main topic of Instructions on How to Automatically Open a Workbook When You Open?

The following guide provides a clear overview of Excel, with the most relevant background, details, and practical takeaways.

Why is Excel important?

Use the Xlstart Folder Integrated in Excel To start, open Excel, then click the File tab.

What should readers remember about Excel?

On the backstage interface, click on the Options option located in the list of left frame items.

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