There is no intrinsic command within Excel that allows you to rename workbooks or files, as there is in some other programs. It is true that you can simply save a workbook out under a new name, but that results in two files on your drive instead of one. You can use the following steps to rename a workbook quickly and easily, all within Excel:
- Make sure the workbook you want to rename is not loaded into Excel. (Close it if it is loaded.)
- Press Ctrl+O to display the Open dialog box. (In Excel 2013 you’ll need to not only press Ctrl+O, but then click Computer and then Browse.)
- In the list of files contained in the dialog box, right-click on the one you want to rename. This displays a Context menu for the workbook.
- Choose Rename from the Context menu. The workbook name is highlighted, and you have the opportunity to change the name.
- Once the document name is changed, press Enter.
- Close the Open dialog box by pressing Esc or clicking on Cancel.