Excel - Saving Your Workbook

Saving Your Workbook

There is always need save your workbook after entering data. This is important so as not to lose your workbook in case your computer device mistakenly shuts down.

  • STEPS TO SAVE YOUR WORKBOOK
  • Step 1 - Click on File option in the menu tab (This will open your file options page). Then move to Save or Save As and click on it.
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  • Step 2 - From the second column in the save or save as page, click on the location you want to save your document to. In my own case I am clicking on the Browse location.
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  • Step 3 - After clicking on the browse option, Excel will open your file explorer.
    Now select the location you want you file to be saved to. Enter your document name in the File Name input field.
    The file type by default will already be in .docx which is the extension name for Ms-word documents.
    Then click on the Save button
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  • Step 4 - After clicking on the save button, your document will be saved successfully!
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  • ALTERNATIVE METHOD TO SAVE YOUR WORKBOOK
  • Press Ctrl + S on your keyboard.
    This will bring out a dialog box for you to type in your document and select the location you want to save your document from the selection menu box. (By default, your documents folder will be selected)
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  • After this you can click on the Save button to save your document.
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  • If you click on the link More options it will take you to the save as or save page to select the location you want and proceed to file explorer and save.
note
NOTE:

When saving a New Workbook, Excel uses the placeholder sequence Book1, Book2, ... to set as your default workbook name, that is why you often see a name already filled in your file name input field when you want to save.

To save pre-existing document that you made changes on, press Ctrl + S on your keyboard and it will be saved.
OR, click on File on your menu tab and click on Save and your changes will be saved.

When saving your pre-existing document changes, Excel will not open your file explorer for you to choose location or type in your file name again, your document will just save and remain in your excel window.

tips
TIP:

If you want to make changes to an existing document and save it separately, you will have to use the Save As option following the first method given above.
After saving you will have two separate workbooks: your old workbook without changes and your current workbook with the changes you made.

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