Create, Open, and Save Workbooks

Use the Excel new workbook or Excel new worksheet feature to create new files, insert and delete text, and navigate an Excel worksheet.

Understanding file terms

The File menu contains all of the operations that we'll discuss in this lesson: New, Open, Close, Save, and Save As.

The File Menu


This is used to create a new workbook.


This is used to open an existing file from a floppy disk or hard drive of your computer.


This is used to close a spreadsheet.

Save As

This is used to save a new file for the first time or to save an existing file with a different name.


This is used to save a file that has had changes made to it. If you close the workbook without saving it, any changes that were made will be lost.