Save a workbook with the Save As command, or F12, so you can provide a file name, file location, and file type. Otherwise, use the Save command, or Ctrl+S, or button.
- [Narrator] To make sure that your Excel workbook is secure, you need to understand how to use the commands "File Save" and "File Save As". If there's any doubt, about saving a file or making changes to it and then saving it, you want to use the longer command, the one "File Save As". Let's explore both. We're looking at the worksheet Save in the workbook 02 entering data. You've done some data entry here. You've added some color, some bold. You want to make sure that if there's a power failure, highly unlikely, but you don't want to lose this data.
So we need to save it. If we go to the File tab in the ribbon, we can choose Save or Save As. If you use Save As, and this might look different on your screen, you need to decide first of all where to save this. Hit the Browse button and then there are three considerations: What to name the file, where to save it, and whether you need to save it in a different workbook type, perhaps for an older version of Excel. A filename can have up to 255 characters.
Many special characters, like slash and pound sign, don't work. Dashes work. Underscores work. Make the name sensible. You can use numbers as you see here. Letters in any mix you want. Give it a sensible name. If you've already created the workbook, so the example we're using here, it was a workbook previously created. What I'm really doing here is updating. Now, I can Send this or Save it in a different location. And here you'd have to know a little bit about saving files that you might have learned already in using Microsoft Word or in other products.
You need to go to the appropriate drive or perhaps it's on a network. Maybe you've got it on a flash drive. So that choice can be made down on the left hand side. The names can be changed in here. Occasionally for some people but only rarely for most of us we need to Save the file in a different format. In the panel next to Save As type, there's an arrow and lots of different choices. If somehow or other you needed to Save this in an older version of Excel, you might be choosing Excel 27-2003 workbook. Something like that.
Otherwise, most of us never bother with this. We simply Save it as an Excel workbook. If you've already worked with the file, as I have been in this case, and I've made some changes recently, I'll merely click Save. And if we're simply saving the same file, we will confirm the Save As and say Yes. Now, if it's simply updating the file, and that's actually what I was doing here, you can simply go to File Save. And that's a single action, with no pop-up dialog box as the action has been taken. And even faster is the button that we see at the very left hand side of the Quick Access toolbar Save.
And you see the keystroke shortcut, Control S. So many times you're clicking this button and what you're really meaning to say is "update". In effect, make sure that your saved version matches what you see on the screen. So, from time to time, you will use File Save As. If it's a new file, a new workbook that you're just creating Yes, go to File Save As. At other times, simply File Save will work just fine.
- Navigating Excel tabs and menus
- Entering data
- Creating formulas and functions
- Formatting rows, columns, cells, and data
- Working with alignment and text wrap
- Adjusting rows and columns
- Finding and replacing data
- Printing and sharing worksheets
- Creating charts and PivotTables
- Inserting and deleting sheets
- Using power functions such as IF and VLOOKUP
- Password-protecting worksheets and workbooks
- Sorting data
- Analyzing data with Goal Seek and Solver
- Creating and running macros