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Saving Excel Files

Saving Excel Files

May 31, 2022 by B3ln4iNmum

Excel Lesson 1: Part 2 (Saving Excel Files)

Please Note: This session builds on, and assumes that you have completed, the previous Excel sessions. If that is not the case, please go back and complete them before returning to this session.

STEP 1: Launch Excel

Use the last session notes to locate and launch Excel.

STEP 2: Create a New Workbook

Select ‘New Blank Workbook’.

This will give you a blank Worksheet:

STEP 3: Insert a Piece of Data

Purely for demonstration purposes, enter the word ‘Test’ in the first cell.

STEP 4: Saving as an Excel Workbook

AssignmentTutorOnline

Go to the FILE menu, select SAVE AS followed by ‘Browse’:

This will open a dialogue box similar to:

Notice the default file name (‘Book 1’) and the default file type (Excel Workbook). We will keep this as a Workbook but change the name to ‘Test’ and then press ‘Save’.

This is confirmed by the file name at the top of the Workbook.

You can also see it listed in my folder on my device:

STEP 5: Saving as a CSV File

CSV stands for ‘Comma-Separated Values’ and is a file of text-based values where each value is separated from the next one with a comma. The clue is in the name. Each line in the file is a single record – like a row on the spreadsheet. CSV files lack Excel formatting data and so can be used anywhere – with other non-Excel applications. We demonstrate this later in this session.

Go to the FILE menu, select SAVE AS followed by ‘Browse’ again.

Retain the same file name but then scroll down the drop-down list and select CSV as follows:

Click ‘Save’.

You will then see the following on screen…

Dismiss this warning for now.

My folder now contains:

STEP 6: Saving as a Web Page

Go to the FILE menu, select SAVE AS followed by ‘Browse’ again.

Retain the same file name but then scroll down the drop-down list and select Web Page:

This will then give you more options:

I have set mine to display only this one Worksheet (not the entire Workbook) and I have also given the webpage its own name (which is totally separate from the Excel file name). This will be displayed, along with any data on the Worksheet, as a basic webpage inside a web browser – which you can specify later.

When done, click ‘Save’ where you can set even more parameters:

Click ‘Publish’, select the web browser to use and then you will see:

The full set of files in my folder now includes:

Spreadsheet

If we now add more data to the original spreadsheet and re-save (retaining same name) as a webpage again we get:

Webpage

STEP 7: Using CSV Data with Other Applications

As previously explained, when you save your spreadsheet data as a CSV file, you are only storing the basic data in text format – you are not storing all the built-in Excel formatting data. That means that you can then open, view and manipulate that data in other applications apart from Excel.

Below is the CSV file we created earlier.

If you highlight the file and then right-click it with your mouse, you will get the following drop-down menus where you select which application you want to use to work with this CSV file:

Select each one in turn…

Viewing in Excel

Viewing in Notepad Viewing in WordPad

STEP 8: Saving as a PDF

Go to the FILE menu, select SAVE AS followed by ‘Browse’ again.

Retain the same file name but then scroll down the drop-down list and select PDF.

You can then set some basic parameters and click ‘Save’.

To give:

My folder now contains:

That completes this session.

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