Excel Workbook (Create, Save, and Rename)

puneet-gogia-excel-champs

- Written by Puneet

In Excel, a workbook is a file that stores data in multiple sheets. Each workbook is a separate entity. Below are some of the features of an Excel workbook.

  • Each workbook has its name.
  • Each workbook has a specific format.
  • Each workbook needs to be saved in a specific location.

Now, in this tutorial, we look at how to create a new workbook, save it with a name, and then rename it if required.

Create, Add, or Insert a New Workbook in Excel

  • Open Excel Application.
  • Go to the Home (By default, it is open already).
  • Click on the “Blank Workbook” Icon.
  • It will open a new workbook with the name Book1.
insert-new-workbook

Create a New Workbook from Right-Click

If you are using Excel in Windows, you can insert a new workbook from the right-click menu or the new option.

If you are on the desktop, right-click, click the new “New”, and then click on the “Microsoft Excel Workbook”.

create-workbook-from-right-click

And if you are in a folder, click on the “New” dropdown and then click on the “Microsoft Excel Workbook”.

choose-microsoft-exce-workbook

Keyboard Shortcut to Insert a New Workbook

If you have an Excel workbook is already open, and you want to add a new workbook, you can use the keyboard shortcut:

Ctrl + N

When you use the shortcut, it creates a new workbook with the name Book and a number.

Save a Workbook

Once you insert a new workbook, you need to save that workbook, and for this, you need to go to the File Tab > Save As.

save-a-workbook

Once you click “Save As”, click “Browse”.

save-as-browse

After that, select the location where you want to save the workbook, enter the name you want to give to the workbook and click “Save” at the end.

select-location-to-save

Rename a Workbook

Once a workbook is saved on your system, you can right-click on it to then click on the “Rename” option. You can also use the F2 key to edit the name on the workbook.

rename-a-workbook

Once you enter the new name, just hit enter to apply it.

Last Updated: September 10, 2023