What is the Backstage View in Excel?

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Microsoft Excel is a powerful and widely used spreadsheet application that allows users to organize, analyze, and visualize data effectively. Over the years, Microsoft has introduced various features to enhance user experience and streamline tasks.

One such feature is the “Backstage View,” which provides users with a centralized location for managing files, settings, and other essential functionalities. In this article, we’ll explore the Backstage View in Excel, understand its purpose, and discover how it can be used to simplify various tasks.

Understanding the Backstage View

The Backstage View is a contextual menu that appears when you click on the “File” tab in Excel. It serves as a hub for managing files and performing various operations related to your Excel workbook. Unlike the regular Excel interface, the Backstage View provides a different set of options and commands, allowing users to work with files at a higher level.

When you open Excel and click on the “File” tab, the Backstage View opens, displaying a variety of options on the left-hand side. These options are neatly organized into sections to make navigation more intuitive.

One of the primary purposes of the Backstage View is to simplify file management and provide quick access to essential file-related tasks. By centralizing these functions in one place, users can efficiently perform actions such as creating new workbooks, opening existing files, saving changes, printing data, sharing with others, and more.

Navigating the Backstage View

Upon accessing the Backstage View, you’ll notice several options neatly organized on the left-hand side. These options typically include:


Under the “New” section, you can create a new workbook from scratch or choose from various templates provided by Excel. This feature is especially useful when you want to start a new project and need a specific layout or design.


The “Open” section allows you to browse through your computer’s files and folders to locate and open existing Excel workbooks. You can also access recently used files for quicker access.

Save and Save As

In this section, you can save your current workbook to a specific location on your computer using the “Save” option. If you want to save the workbook with a different name or in a different location, you can use the “Save As” option.


The “Print” section enables you to preview and customize how your workbook will look when printed. You can adjust settings such as page orientation, paper size, margins, and more. This ensures that your printed output meets your specific requirements.


Under the “Share” section, you can collaborate with others by sending the workbook via email or by saving it to a cloud storage service like OneDrive or SharePoint. Collaborative work is made easier by sharing directly from the Backstage View, promoting seamless teamwork.


The “Export” option allows you to save your workbook in different file formats, making it compatible with other applications and systems. Whether you need to export data for analysis in another program or share reports with non-Excel users, this feature ensures data portability.


In the “Options” section, you can customize Excel settings according to your preferences. This includes changing default fonts, adjusting calculation settings, and much more. Personalizing Excel enhances your overall user experience and tailors the application to meet your specific needs.


The “Close” option will close the Backstage View and take you back to your active workbook. This is a straightforward way to exit the Backstage View and continue working on your spreadsheet.

Benefits of the Backstage View

The Backstage View in Excel offers several advantages that can significantly improve your productivity:

Streamlined File Management

With all essential file-related options in one place, the Backstage View simplifies file management tasks, saving you time and effort. Instead of searching through various menus and dialog boxes, you can find everything you need in the Backstage View. This centralized approach streamlines the process and reduces the learning curve for new users.

Enhanced Collaboration

The ability to share workbooks directly from the Backstage View facilitates seamless collaboration among team members. By using the “Share” option, you can quickly send the workbook to colleagues for review or editing, making it easier to work on projects together. Real-time collaboration has become an essential aspect of modern work environments, and the Backstage View contributes to a smoother collaborative experience.


The “Options” feature allows you to tailor Excel settings, making the application more personalized to suit your needs. From changing the default font and adjusting the number of recent files displayed to customize the Ribbon and Quick Access Toolbar, you have the freedom to configure Excel according to your preferences. This level of customization not only enhances user comfort but also boosts efficiency and productivity by providing a workspace that aligns with individual preferences.

Centralized Location for Essential Functions

The Backstage View serves as a single point of access for critical file-related functions, making it easier for users to find the necessary options. By organizing these functions under distinct headings, Microsoft has designed the Backstage View to be user-friendly and efficient, catering to both new and experienced Excel users.

Consistent Interface

Regardless of the version of Excel, you’re using, the Backstage View provides a consistent interface for file management tasks. This uniformity ensures that users can seamlessly transition between different versions of Excel and still be able to locate the functions they need in the Backstage View.

Improved Data Security

The Backstage View allows users to manage permissions and secure their workbooks before sharing them with others. This ensures that sensitive data is protected, and only authorized individuals have access to certain information.


The Backstage View is a valuable feature in Microsoft Excel, providing users with a comprehensive set of file management and customization options.

Whether you’re creating a new workbook, printing data, or collaborating with colleagues, the Backstage View simplifies these tasks, enhancing overall productivity. Embrace the Backstage View in Excel to unlock its full potential and make your data management experience even more seamless and efficient.

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