Saving Files

Saving Files

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What is the difference between ‘Save’ and ‘Save As’?

When you save a file for the first time the ‘Save As’ dialogue box is displayed and you are asked to provide a location and filename for the file.

On future occasions clicking ‘Save’ will overwrite the original file with the new version.

Should you wish to keep both the current and previous version use the ‘Save As’ command and provide a new filename and/or location.

How do I save my file?

  1. Save button in the quick access toolbarClick the ‘Save’ button in the ‘Quick Access Toolbar’.

    OR

    File, save option in ExcelClick ‘File’ then click ‘Save’.

If you have previously saved the file it will be overwritten. Otherwise, the ‘Save As’ window will be displayed.

  1. Save as window, browse button highlightedClick ‘Browse’ to display the ‘Save As’ window and locate the folder in which the file should be saved. Alternatively, use the ‘Recent’ section to automatically open a folder which has been previously used.
  2. Save As window in ExcelName the file, if required, by deleting the data in the ‘Filename’ section and type the new name.
  3. Click ‘Save’.

How do I ‘Save As’?

  1. File, Save As window in ExcelClick File, Save As
  2. Click a folder in the recent folders list to use this folder as the save location or click ‘Browse’ to locate and select another folder.
  3. Amend the file name as appropriate.
  4. Click ‘Save’.

How do I convert my file?

You may have access to other files which Excel can open, for example a .CSV file downloaded from Evolve. You may wish to covert this to Excel’s native file format for future use.

  1. In Excel, Click File, Open.
  2. Click Browse.
  3. Select "all files" in file type drop down menu in save as windowUse the ‘file type’ drop down menu in the bottom left to select ‘All Files’.
  4. Navigate to the folder containing the file.
  5. Double click on the file to open it.
  6. Click File, Save As
  7. Click Browse.
  8. Navigate to the folder in which you wish to save the file.
  9. Save as type drop down menu in ExcelUse the ‘Save as type’ drop down menu and select ‘Excel Workbook’.
  10. Change the filename if necessary.
  11. Click ‘Save’.