Practice worksheet included with online video training.


How to save a workbook

In this lesson we'll look at several ways to save a document in Excel:

The Quick Access toolbar
The keyboard shortcut Control-S
The Save button on the File tab

Let's take a look.

After you've made changes to an Excel workbook you need to save the file to save your changes. You should get in the habit of saving your work on a regular basis so that you don't lose work in the event of a system problem.

One way to save a workbook is to click the Save icon on the Quick Access toolbar. If you don't see this icon, use the small arrow to the right to open the list and select the Save command in the menu.

When you save a workbook that's never been saved before, Excel opens a Save As dialog box, asking you to choose a location and a file name.

When you click Save, Excel will save the file and you'll see the new name displayed in the window title at the top.

Another way to save a workbook is to use the keyboard shortcut Control-S. Control-S is a good keyboard shortcut to learn so that you can quickly save workbooks while you work.

When a file has already been saved at least once, Excel simply saves any changes that have been made since the last save in the same file.

You can also save a workbook by clicking Save in the File tab. This works fine, but it's a little out of the way.

When you'd like to save a copy of an existing workbook with a new name, use the Save As command on the File tab. This will open the Save As dialog box. You can then enter a new name and choose a location.

When you click Save, Excel will save the file and update the window title. Note that you are now working in the new file.

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Dave Bruns

Hi - I'm Dave Bruns, and I run Exceljet with my wife, Lisa. Our goal is to help you work faster in Excel. We create short videos, and clear examples of formulas, functions, pivot tables, conditional formatting, and charts.