Renaming a Workbook

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:

  1. Make sure the workbook you want to rename is not loaded into Excel. (Close it if it is loaded.)
  2. 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.)
  3. 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.
  4. Choose Rename from the Context menu. The workbook name is highlighted, and you have the opportunity to change the name.
  5. Once the document name is changed, press Enter.
  6. Close the Open dialog box by pressing Esc or clicking on Cancel.