To save an Excel workbook or create a copy with a different name, you can use the “Save As” functionality. Here are the steps:

Method 1: Using the Ribbon

  1. Open Workbook:
    • Open the Excel workbook that you want to save with a different name.
  2. Navigate to the Ribbon:
    • Click on the “File” tab in the ribbon. This will take you to the Backstage view.
  3. Save As Option:
    • In the Backstage view, select “Save As” from the options on the left.
  4. Choose Location and Name:
    • Navigate to the location where you want to save the workbook.
    • Enter a new name for the workbook in the “File Name” field.
  5. Save:
    • Click the “Save” button to save the workbook with the new name.

Method 2: Using Keyboard Shortcuts

  1. Open Workbook:
    • Open the Excel workbook that you want to save with a different name.
  2. Save As Shortcut:
    • To quickly open the Save As dialog, you can use the following keyboard shortcut:
      • Press F12 (Windows) or Command + Shift + S (Mac).
  3. Choose Location and Name:
    • Navigate to the location where you want to save the workbook.
    • Enter a new name for the workbook in the “File Name” field.
  4. Save:
    • Click the “Save” button to save the workbook with the new name.

Method 3: Right-Click on the Tab

  1. Open Workbook:
    • Open the Excel workbook that you want to save with a different name.
  2. Right-Click on the Sheet Tab:
    • Right-click on the sheet tab at the bottom of the Excel window.
  3. Select “Save As”:
    • From the context menu, choose “Save As.”
  4. Choose Location and Name:
    • Navigate to the location where you want to save the workbook.
    • Enter a new name for the workbook in the “File Name” field.
  5. Save:
    • Click the “Save” button to save the workbook with the new name.

Choose the method that suits your preference. Keyboard shortcuts and menu options may vary depending on the version of Microsoft Excel you are using. Always refer to the official Microsoft Excel documentation or your software’s help menu for the most up-to-date information.

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