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 Microsoft Excel > Workbooks > File > Save As Dialog Box< Previous | Next > 

 

Step 1 - Displaying the (File > Save As) Dialog Box

 
   
 

Save in - Displays the current folder where the workbook will be saved. To change to a different folder or disk drive, open the Save in drop-down list and select the name of the folder or letter of the disk drive.

 
 

File name - The name of the file you want to use to save this workbook

 
 

Save as type - Provides a list of all the different formats you can save an Excel workbook as.

 
 

Save - Saves a permanent copy of the workbook in the selected folder, using the filename you typed.

 
 

Cancel - Closes the dialog box

 

 

Back - Displays the contents of the previous file/folder list.

 
 

Up One Level - Displays the contents of the folder or drive that holds the currently displayed folder. For example, if you open the My Documents folder on drive C and then click the Up One Level button, you open your username folder (where username is the name you enter to log in to Windows).

 
 

Search the Web - Displays a screen that helps you track down a particular Web site.

 
 

Delete - Removes the currently selected file or folder and places it in the Windows Recycle Bin.

 
 

Create New Folder - Creates a new, empty folder on the currently selected drive or in the currently opened folder. For example, if My Documents is selected, click Create New Folder to make a folder inside the My Documents folder. When you click Create New Folder, the Create New Folder dialog box appears, asking you to type a name for the folder. Type a name that's unique and descriptive—but brief—and click OK.

 
 

View - Displays a list of available ways the Save As dialog box can display the contents of the currently selected disk drive or folder: Thumbnails (small pictures of the first page of each file), Tiles (large icons that represent folders and file types), Icons (small icons that represent folders and file types), List (filenames), Details (filenames, sizes, and dates), Properties (filenames and information), Preview (filenames with a preview of the currently selected file), or Arrange Icons (by name, file type, or date).

 

 

Step 2 - Navigation Bar

 
 

This is displayed on the left and displays commonly accessed locations:

 
 

My Recent Documents -

 
 

Desktop -

 
 

My Documents

 
 

My Computer -

 
 

My Network Places - shared drives and folders on your network.

 

 

Step 3 - Tools drop-down menu

 
   
 

Delete - Deletes the file that is currently selected.

 
 

Rename - Allows you to rename the file that is currently selected.

 
 

Print -

 
 

Add to "My Places" -

 
 

Map Network Drive -

 
 

Properties -

 
 

Web Options - Displays the (Tools > Options)(General tab, "Web Options") dialog box.

 
 

General Options - See below

 
 

Compress Pictures -

 

 

Step 4 - General Options

 
 

Excel does offer a feature that allows you to automatically saves a copy of your workbook whenever it is saved.

 
 

This backup copy is saved in the same folder as the original workbook and can be switched on by selecting the "Always create backup" checkbox in the General Options dialog box.

 
 

To backup the previous version of a workbook each time you save, click (File > Save As), click Options and select "Always Create Backup" check box.

 
 

An Excel backup file has the extension (*.xlk)

 
   
 

Always create backup - This will always save a backup copy each time you save the workbook. This will create a duplicate copy in the same directory and will have the file extension (".xlk").

 
 

The rest of these options are identical to those on the (Tools > Options)(Security tab).

 
 

Password to open - This password must be provided before the workbook can be opened.

 
 

Password to modify - This password must be provided before the original workbook can be saved. Other people can open the workbook and read it but they cannot save any changes without providing the password. They can save the file under a different name as long as the original workbook has not been changed.

 
 

Read-only recommended - This can be used to advice users to open the file as read-only. Any workbooks that are opened as read only can only be saved with a different name.

 
 

Advanced - Displays a dialog box allowing you to change the type of encryption used.

 

 

Step 5 - Things to Remember

 
 
  • If you resize this dialog box then the new size will always be displayed.

     

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