How to Save a Microsoft Excel Workbook

In Brief...

The first time you save a Microsoft Excel workbook, you need to give it a name and location. To do so, just follow these simple steps.

This feature works the same in all modern versions of Microsoft Excel: 2010, 2013, and 2016.


  1. From the File menu, select Save As.
    Save As

  2. Selecting Save As opens the Save As section, where you can choose the location to save your workbook.
    Choose Location
  3. A dialog box then opens, in which you can see:
    • The file name. Note that this is highlighted as Microsoft Excel expects you to choose your own name for the workbook. Simply begin typing to do so.
    • The file type. Note that this defaults to "Excel Workbook", which is the default file type for Microsoft Excel 2013 and 2016 workbooks (.xlsx). When final, you can choose to save your workbook as another type, such as a pdf, simply by choosing "PDF (*.pdf)" here. If you want to maintain backward compatibility with previous versions of Excel, choose "Excel 97-2003 Workbook" here.
      Save As Type
  4. After you have entered these fields, click Save to save the workbook.

Author: Dave Dunn

Dave Dunn joined Webucator as Chief Operating Officer in early 2009. He has served as a CFO and COO for numerous small and medium-sized companies, including Summit Software Company, Insight Research Group, Avalon Consulting, and HealthcareOne. He has expertise in business development, financial management, marketing and human resources and particularly enjoys working with rapidly growing companies.

Dave received his Bachelor of Arts from Hamilton College and his MBA from Syracuse University. He has served as Chairman of the Board of the Montessori School of Syracuse since 2001.