Saving, Exporting & Sharing Workbooks
Learn how to save workbooks, use AutoRecover, export to PDF, change file types, and share files using OneDrive.
Lesson Notes
Read through the key concepts before you try the challenge.
Saving a Workbook
Click File → Save or Save As to store your workbook. You can save to OneDrive, your computer, or another location.
Changing Save Locations & Options
You can adjust default save locations and other settings in File → Options → Save.
Recovering Unsaved Workbooks
Excel uses AutoRecover to save temporary versions of your work. If Excel closes unexpectedly, you can recover unsaved files.
Exporting as PDF or Other File Types
You can export your workbook as a PDF or change the file type using File → Export.
Excel by default will only export active worksheet. If you have multiple worksheets and want them saved to the same PDF file, click Options in the Save As dialog box. Select Entire Workbook, then click Ok
Sharing Workbooks
Use File → Share to send your workbook through OneDrive. You can generate links and control permissions.
Knowledge Check
What format should you use to share a workbook that others cannot edit?
Practice File
Download this file and follow along with the lesson.
Challenge
Apply what you've learned in this lesson.
Complete the following tasks:
- Save a workbook to OneDrive.
- Change the default save location in Options.
- Recover an unsaved workbook.
- Export a workbook as a PDF.
- Save a workbook as a CSV file.
- Share a workbook using OneDrive.