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What is the Save As Shortcut in Excel?The Save As shortcut is a useful method that allows you to make a copy of your Excel file while preserving your original file. This way, you can save a new version of the file with a different name or save it to a different location on your computer. It’s especially useful when you must quickly make a duplicate copy of your work.
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The Save As shortcut in Excel is really handy. It lets you save, edit, and rename a copy of your worksheet without changing the original. For instance, you can save it as a PDF to share with colleagues and prevent any accidental changes to the data.
How to use Save As Shortcut in Excel? #1 Using the “F12” Shortcut KeySuppose you have an Excel file with the name Student Data and want to create a copy of the file with the title Student Data Final. Let’s see how we can do it using the F12 shortcut key.
Step 1: Open the Excel file with the name Student Data.
Step 2: Press the F12 key on your keyboard. A Save As window appears on the screen.
#2 Using the Quick Access ToolbarSuppose you have an Excel file containing a list of candidates currently saved in your system’s “Documents” folder. To make a copy of this file on your Desktop, follow these steps:
Step 1: Open the Excel file containing candidate details.
An Excel Options window appears.
Excel adds the Save As icon to the Quick Access Toolbar.
A Save As window appears on the screen.
It saves a copy of the file on the Desktop of your computer.
#3 Adding Save As tab in Excel RibbonSuppose your company manufactures various brands, and you have compiled this data in an Excel file. You want to share this data with your client in PDF format. Let’s understand how to do it using Excel’s Save as Shortcut key.
Step 1: Open the Microsoft Excel file containing the Brand details.
An Excel Options window appears on the screen.
A Rename window pops up for you to enter the new name.
We want to add a Save As (option) group under the Save As main tab.
Excel adds the Save As option as a group under the main tab Save As, as shown in the below image.
The below image shows Save As as a main tab consisting of the Save As option (icon) as a group.
The Save As window appears on the screen with the current file type.
What is the difference between the Save and Save As option?We use the Save and Save As shortcuts in Excel for saving workbooks, but there are some crucial differences between them. Here is a table that summarizes these differences:
Function
Save
Save As
Saving a new workbook Saves with the current name Let’s you choose the file format and location
Creating a backup copy Overwrites original file Let’s you make a copy with a new name
Saving changes to an existing workbook Saves changes to the current file Let’s you create a copy with changes
Saving in different formats Only saves in the default format Let’s you choose a different file type, such as PDF, CSV, etc.
Things to Remember#1 Choose the correct format: If you want to save an Excel file with a new name, ensure you choose the right one, or it may result in data loss. For example, keeping a worksheet (.xlsx) in text format (.txt), some of the data and formatting might be lost.
#2 Save a file in “.xls” format for compatibility: If you want to share an Excel file with someone who has an older version of Excel, save it in “.xls” format to avoid any data loss.
#3 Save a file with VBA code in “.xlsm”: If you have created an Excel file with VBA code, save it in “.xlsm” format, or you won’t be able to save the file or work in the worksheet.
#4 Maintain Character Limit: Excel allows a maximum of 255 characters, including spaces, to rename a file. However, use a descriptive and easy-to-remember name to avoid confusion and quickly locate the file.
#5 Save in PDF to Prevent Data Alteration: If you want to share an Excel workbook with others and do not want them to make any changes to it, consider saving the workbook in PDF format.
Frequently Asked Questions (FAQs)Answer: To save an Excel file as PDF, follow these steps:
Press the F12 key on the keyboard. A Save As window will open.
Answer: To locate the Save As option in Excel, follow these steps:
Answer: Google sheets do not provide a save button; instead, it saves the changes automatically without needing to press any button.
Answer: Google Sheets saves your work online; the default file extension is “.GSHEET”.
Recommended ArticlesThe above article is a guide to using the Save As Shortcut in Excel, along with examples. To learn more about such helpful methods in Microsoft Excel, EDUCBA recommends the following articles.
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