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< More collaboration scenarios Before Microsoft 365, you would edit a file and then use Save As to save your changes as a new document. These days with AutoSave, your changes are always being saved so you won't lose your work. To make sure you don't accidentally save changes in the original file, use Save a Copy BEFORE you start making your edits to ensure you're working on the new copy and not overwriting the original.  Todd's story about AutoSave and Save a CopyOpen the file you want to copy Inga uses a monthly Excel budget report that she created to keep track of her team’s expenses for reimbursement. Todd has recently become manager of his own team and wants to keep track of his own monthly expenses. Instead of doing the work from scratch, he decides it would be more efficient to use Inga’s budget report as a template. Save a Copy to use as a starting point Todd goes into Inga’s team SharePoint site and opens the Excel budget report for the latest month. Since the spreadsheet is in the cloud, Todd knows that AutoSave will automatically save his changes to the file if he makes them. Because he doesn’t want to overwrite Inga’s data, before he makes any changes, he goes to File and clicks Save a Copy to download a copy of the report into his OneDrive. Make changes to your copied file After saving to his OneDrive, Office automatically opens the file in Excel. Now Todd is working in his version of Inga’s report and is safe to make changes without worrying about changing her data. He changes the title and cost center number of the report and clears the fields he needs to make it ready for him to fill out. Todd knows that with AutoSave, his report will always save the latest changes. Discard unwanted edits with Version History Todd has made several copies of his budget report in preparation for the months ahead. However, he just realized that the report he's been updating with numbers for the next month, is actually the report for last month. Though his changes have been saving automatically over his data, Todd isn't worried because he can Restore a previous version of a file with Version History. He selects the title of his budget report and selects Version History. He can see the different points in time where Excel has created a version of his file and he opens the one without his accidental changes in a new window. Now, he can easily restore his file with no damage done! Where is Save As?
Need more help?Being confident in how to save an Excel workbook, including save a copy and save as PDF, is a fundamental skill in Excel. Once you have created a workbook (file), you will need to save the file in order to store it for later use. Saving a file means that you are storing the file into a storage area. Examples of file storage areas are the hard disk in your PC, the network server, OneDrive, SharePoint, or a flash drive. If you do not save a file, you will not be able to use the file later but will have to re-create it. Therefore it is a good option to save a file. Saving your workbook for the first timeAny time a new workbook (a.k.a. a file) is created; Excel automatically gives it a default name of Book# to temporarily identify the file until you save it with a more appropriate name. In the examples below a new workbook has been created and Excel has automatically given it the name Book1. This indicates it is the first workbook created since starting Excel. Until Excel is closed down all new workbooks will be named sequentially, e.g. the next new workbook during this session would be named Book 2.
Unsaved workbook Compatibility ModeWhen you see the words “Compatibility Mode” in the Title bar this indicated Excel is working in a mode compatible with old file formats. In the example below the file is a .xls file, meaning the file is probably an old file created in an older version of Excel, e.g. Excel 97 up to Excel 2003. Files created in Excel 2007 through to 2016 have a .xlsx extension, as shown in the example above for the “Saved workbook”. Working in Compatibility Mode, Excel will offer only a limited number of the features. If you like you can do a Save As and save the file as an 'Excel Workbook' which will upgrade it to the latest version.
Saved workbook Compatibility ModeWhen you see the words “Compatibility Mode” in the Title bar this indicated Excel is working in a mode compatible with old file formats. In the example below the file is a .xls file, meaning the file is probably an old file created in an older version of Excel, e.g. Excel 97 up to Excel 2003. Files created in Excel 2007 through to 2016 have a .xlsx extension, as shown in the example above for the “Saved workbook”. Working in Compatibility Mode, Excel will offer only a limited number of the features. If you like you can do a Save As and save the file as an 'Excel Workbook' which will upgrade it to the latest version.
Compatibility Mode To save your workbookStep 1. To save your file do one of the following:
Step 2. Navigate to the folder the file will be saved into. Step 3. In the File name box type the name you wish to give your file and then click Save. Excel now saves the file and displays the name of the file in the Title Bar at the top of the screen.
Now continue to click Save each time you want to update the saved copy of your file with what you currently can see on your screen. It’s a good idea to get into the habit of saving regularly! Warning: please note that clicking Save TOTALLY OVERWRITES the existing saved file with any updates you have made since the last save. This is excellent if it’s what you want to do, not so great if you don’t want to update the file. If you would like to make a copy of a workbook, leaving the original untouched, do a Save As. Use Save As to make a copy of your workbookSave As allows you to save a file with a different name, to a different location or as a different file type. Save As saves a copy of the open file, leaving the original file intact. This is a helpful option to use when needing to create similar files with different details. It can save you from having to totally recreate a file. Step 1. From the File tab select Save As or Save a Copy. Navigate to the folder the file will be saved to. Step 2. You will see the existing name of the file in the File name box. This can be replaced with the name of the new document. Note: if you are saving the file into a new folder you can keep the same name. However, if there is an existing file in the folder with the same name this isn't a good idea as it will replace the original file with your file so be careful. Step 3. Click Save. Save your worksheet as a PDFMicrosoft Excel offers you the ability to save your document as a PDF, even if you don’t have PDF creation software loaded on your computer. To do this: Step 1: Select the worksheet you want to PDF. Step 2: From the File tab select Save As or Save as Copy. Step 3: Select the location for the saved file. In the Save As dialog box click the drop-down arrow for the Save as type list. Select PDF. Note: this doesn’t secure the PDF for password security. If this is a requirement within your organisation please contact your administrator to find out the software you should be using to do this. Was this blog helpful? Let us know in the Comments below. If you enjoyed this post check out the related posts below. How do you save a copy of an Excel File without changing the original?These days with AutoSave, your changes are always being saved so you won't lose your work. To make sure you don't accidentally save changes in the original file, use Save a Copy BEFORE you start making your edits to ensure you're working on the new copy and not overwriting the original.
How do I save a copy of a File?You can also right-click the original file and select Open a copy.. Press F12 or click File > Save a Copy.. By default Office will save the copy in the same location as the original. If you're happy with the existing location go on to step 3. ... . Give your new copy a name and click Save.. What is Save as copy in Excel?The Save As feature in Word, Excel, and PowerPoint has been replaced by Save a Copy. To save a copy of a file, do the following: Tap File > Save a Copy. Choose where you want to save the file. Enter a file name and then tap Save a Copy.
How do I save an entire Excel workbook?Click File > Options. In the Excel Options dialog box, click Save. Under Save workbooks, make sure Save AutoRecover information every n minutes is checked. Set the minutes for how often you want Excel to back up your work, and then click OK.
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How to save a copy of an Excel file
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