Skip to main content

Excel File Menu: Save, Save As, Print, Page Setup

 The File menu in Excel is where you can manage your workbooks and perform various tasks related to saving, printing, and setting up your document. Here's a breakdown of the key options you'll find:

1. Save

  • Purpose: To save changes to the current workbook.
  • Shortcut: Ctrl + S
  • Usage:
    • Click File > Save (or press Ctrl + S).
    • If the workbook has been saved before, this will update the existing file with any changes you've made.
    • If the workbook has never been saved, Excel will prompt you to choose a location and file name.

2. Save As

  • Purpose: To save a copy of the workbook with a new name, location, or format.
  • Shortcut: F12 (Windows) or Command + Shift + S (Mac)
  • Usage:
    • Click File > Save As.
    • Choose a Location: Select where you want to save the file (e.g., your computer, OneDrive, or other cloud services).
    • File Name: Enter a new name for the workbook if you want to keep the original file unchanged.
    • File Format: Choose the file format (e.g., .xlsx, .xls, .pdf). This is useful for saving the file in a different format, such as a PDF for sharing or an older Excel format for compatibility.
    • Click Save to create the new file.

3. Print

  • Purpose: To prepare and send the workbook to a printer.
  • Shortcut: Ctrl + P
  • Usage:
    • Click File > Print.
    • Print Setup: Adjust print settings including the printer to use, number of copies, and specific pages to print.
    • Print Preview: View how the document will look when printed. This helps ensure everything is formatted correctly before printing.
    • Settings: Choose from options such as print all sheets, active sheet, or a selected range. Also, set orientation (Portrait or Landscape), paper size, and margins.
    • Click Print to send the workbook to the printer.

4. Page Setup

  • Purpose: To adjust how the workbook appears when printed.
  • Usage:
    • Click File > Print, then click Page Setup (or click Page Layout on the ribbon to access the Page Setup options directly).
    • Page Tab:
      • Orientation: Choose between Portrait or Landscape.
      • Size: Select the paper size (e.g., A4, Letter).
      • Scaling: Fit the worksheet to a specific number of pages if it’s too large to print on one page.
    • Margins Tab: Set the margins for your document. You can use preset options or customize them.
    • Header/Footer Tab: Add headers and footers to your printed pages, which can include information like page numbers, dates, and custom text.
    • Sheet Tab: Configure settings specific to the sheet, such as print area, gridlines, and row/column headings.
    • Click OK to apply your settings.

Comments