Saving an Existing Workbook with a New Name

After you set up and save a workbook, you can save it with a different name. Saving an existing file with a different name preserves the original, pristine copy of the file. For example, in the office, you might create an expense report or budget and then save subsequent updates to different filenames. Or you might use different versions of a workbook for forecasting or modeling. Later you can easily delete the versions of a file you don't need.

In the next To Do exercise, you save the Practice Save file with a different name. The Practice Save workbook should be open and visible on the screen from the first To Do in this hour.

To Do: Save a Workbook with a New Name

  1. Click the File menu and choose Save As. The Save As dialog appears with the name of the file highlighted in the File Name box.

  2. If you want to assign a completely new filename, begin typing the name you want. Your text overwrites the existing name in the box.

  3. If you want to amend the existing filename, click in the File Name box and edit the name that's shown. For this exercise, edit the filename to read Practice Save 2.

  4. (Optional) Click the drop-down arrow next to the folder name shown in the Save In box and navigate to a different drive or folder.

  5. Click the Save button. The Save As dialog box closes and the new filename is displayed on the title bar.


You can also save your workbook to the World Wide Web. You learn all about Excel's exciting tie-in to the Web in Hour 24, "Worksheets and the Web."

    Part I: Excel Basics