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.

Saving a workbook

Every workbook created in Excel must be saved and assigned a name to distinguish it from other workbooks. The first time you save a workbook, Excel will prompt you to assign a name through the Save As operation. Once assigned a name, any additional changes made to the text, numbers, or formulas must be saved using the Save operation.

To save a new workbook:

  • Choose File Save As from the menu bar.

    File and Save As Menu Selection
  • The Save As dialog box appears.
  • Click the Save In: drop-down menu, and locate where the file will be saved. Choose 3 1/2 Floppy (A:) to save the file to a floppy disk or Local Disk (C:) to save the file to your computer.
  • Type a name for your file in the File Name: box.
  • Click the Save button.

    The Save As Dialog Box

To save changes made to an existing workbook:

  • Choose File Save from the menu bar, or

    Click the Save button Save button on the Standard toolbar.

If you're saving the file for the first time and you do not choose a file name, Microsoft Excel will assign a file name for you.

It's a good idea to save frequently when working in a spreadsheet. Losing information is never fun! You can quickly save your spreadsheet by using the quick-key combination Ctrl + S.