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Renaming a Workbook

Please Note: This article is written for users of the following Microsoft Excel versions: 97, 2000, 2002, and 2003. If you are using a later version (Excel 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Excel, click here: 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. Choose Open from the File menu or click the Open tool on the toolbar. Excel displays the Open dialog box.
  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.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (2234) applies to Microsoft Excel 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Excel (Excel 2007 and later) here: Renaming a Workbook.

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