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By the end of this lesson, learners should be able to:

  • State the differences between New, Open, Close Save and Save As
  • Create a workbook
  • Save a workbook
  • Open a workbook
  • Close a workbook

Understanding File Terms

The File menu contains all the operations that we will discuss in this lesson: New, Open, Close, Save and Save As.

The File Menu


Used to create a new Workbook.


Used to open an existing file from a floppy disk or hard drive of your computer.


Used to close a spreadsheet.

Save As

Used when to save a new file for the first time or save an existing file with a different name.


Used to save a file that has had changes made to it. If you close the workbook without saving then any changes made will be lost.

Creating a workbook

A blank workbook is displayed when Microsoft Excel is first opened. You can type information or design a layout directly in this blank workbook.

To Create an Excel Workbook:
  • Choose File New from the menu bar.

    File New Menu Selection
  • The New Workbook task pane opens on the right side of the screen.

    Select Blank Workbook
  • Choose Blank Workbook under the New category heading.
  • A blank workbook opens in the Excel window. The New Workbook task pane is closed.

Saving a workbook

Every workbook created in Excel must be saved and assigned a name to distinguish it from other workbooks. The first time you save a workbook, Excel will prompt you to assign a name through the Save As operation. Once assigned a name, any additional changes made to the text, numbers or formulas need to be saved using the Save operation.

To Save a new Workbook:
  • Choose File Save As from the menu bar.

    File and Save As Menu Selection
  • The Save As Dialog Box appears.
  • Click on the Save In: dropdown menu and locate where the file will be saved. Choose 3 1/2 Floppy (A:) to save the file to a floppy disk or Local Disk (C:) to save the file to your computer.
  • Type a name for your file in the File Name: box.
  • Click the Save button.

    The Save As Dialog Box
To Save Changes Made to an Existing Workbook:
  • Choose File Save from the menu bar, or

    Click the Save button Save button on the Standard toolbar.

If you're saving the file for the first time and you do not choose a file name, Microsoft Excel will assign a file name for you.

It is a good idea to Save frequently when working in a spreadsheet. Losing information is never fun! You can quickly save your spreadsheet by using the quick-key combination Ctrl + S.

Opening a workbook

You can open any workbook that has previously been saved and given a name.

To Open an Existing Excel 2003 Workbook:
  • Choose File Open from the menu bar.

    File and Open Menu Selection
  • The Open dialog box opens.

    The Open Dialog Box
  • In the Look in list, click the drive, folder, or Internet location that contains the file you want to open.
  • In the folder list, open the folder that contains the file. Once the file is displayed, click on the file you want to open.
  • Click the Open button.

Closing a Workbook

To close an existing Excel 2003 Workbook:
  • Choose File Close from the menu bar. The workbook in the Excel window is closed.

    The File and Close Menu Selection

Excel 2003 will prompt you to save information if any has been typed between the last save and the time you close the file.



In this challenge you will create a spreadsheet that allows you to track your monthly income and expenses. This file will be used in all of the remaining Excel 2003 challenges.


  • Create a new blank file and save as Monthly Budget.
  • Close the blank file.


    Important Reminder: If you are using a public computer, such as one at a library or learning center, you may not be able to use the same computer each time. It is very important to understand the policies on saving documents to public computers. Some places do not allow you to use floppy disks due to the risk of computer viruses. Ask someone in charge of the public computers where you are. If you are unsure how you will keep a recent copy of the assignment, you can always email a copy of the document to yourself when you finish working on the document.
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