How to Rename a File in Excel
In this article, you will learn two straightforward methods to change the name of workbooks in Excel.
Why change the names of Excel workbooks?
Renaming an Excel file can be useful in the following ways:
- Improved organization: By renaming a file, it can be easier to identify and locate the file later on, especially when you have multiple files with similar names. A descriptive Excel workbook name can give you a quick understanding of what the workbook contains, making it easier to manage and organize your files.
- Compliance with naming conventions: Some organizations have specific naming conventions for files, which may include project codes or document types in the file name. By adhering to these naming conventions, you can ensure that Excel workbooks are named in a consistent and meaningful way, making it easier to share and manage workbooks within the organization.
How to rename an Excel file?
Method 1: Changing an Excel file name using the ‘Rename’ option
Step 1: Open the folder where the Excel workbook is saved using ‘File Explorer’ (‘Finder’ in case of Mac)
Step 2: Right-click on the file name, click on ‘Show more options’ and select the ‘Rename’ option
Step 3: Once the file name becomes editable, it will be highlighted in blue. Then, type the new name and press the “Enter” key.
The Excel file will now be renamed.
The below pictures display the step-by-step process to be followed to change an Excel file name using the ‘Rename’ option.
Method 2: Renaming an Excel workbook using the mouse
Step 1: Open the folder where the Excel file is saved using ‘File Explorer’ (‘Finder’ in case of Mac)
Step 2: Left-click on the workbook name and after a 2-3 second pause, left-click on the workbook name again
Step 3: The Excel file name becomes editable and will be highlighted in blue. Then, type the new name and press the “Enter” key.
The Excel file will now be renamed.
The below picture displays the step-by-step process to be followed to rename the Excel workbook using the mouse.
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