Home > Articles > Home & Office Computing > Microsoft Applications

This chapter is from the book

As you create and edit your workbook, your entries and changes are stored only temporarily, in your computer's memory. If you exit Excel or shut down your computer, or if the power blips off for only a second, you risk losing any of the work you have done. To prevent data loss, you should save and name your workbook soon after creating it and then save it at least every 10 minutes.

When you choose to save a workbook for the first time, Excel displays the Save As dialog box, which you use to name the workbook and specify where you want it stored. Unless you specify otherwise, Excel saves all workbooks in the My Documents folder. I strongly recommend that you store all workbooks in My Documents, so you know where to look for them later.

Assuming you are saving your workbooks in the My Documents folder, the steps for saving a workbook are straightforward:

  1. Open Excel's File menu and choose Save. The Save As dialog box appears, as shown in Figure 3.8, displaying the contents of the My Documents folder.

  2. Click in the File Name text box.

  3. Type a descriptive and unique name for your workbook.

  4. Click the Save button. Excel saves your workbook to disk and assigns it the filename you typed.

Figure 3.8Figure 3.8 Use the Save As dialog box to save your workbook for the first time.

If you have created your own folders for managing your documents, you need to know a little more about how to use the various controls in the Save As dialog box. These controls can seem a little confusing at first. The following list explains the various controls to help you better understand them and expertly navigate the drives and folders on your computer:

    Navigation bar, which runs down the left side of the dialog box, displays commonly accessed locations, including the My Recent Documents folder, the My Documents folder, the Desktop, My Computer, and My Network Places (shared drives and folders on your network). To quickly open a location, click its button.

    Save In drop-down list, near the top of the dialog box, displays the name of the currently opened disk drive or folder. To change to a different disk drive or folder, open the Save in drop-down list and click the letter of the disk drive or name of the folder.

    Folder/File list (the largest portion of the dialog box) displays the contents of the selected disk drive or folder. In this list, you can double-click a folder to open it and display its contents.

    Back button displays the contents of the previous file/folder list.

    Up One Level button displays the contents of the folder or drive that holds the currently displayed folder. For example, if you open the My Documents folder on drive C and then click the Up One Level button, you open your username folder (where username is the name you enter to log in to Windows).

    Search the Web button displays a screen that helps you track down a particular Web site.

    Delete button removes the currently selected file or folder and places it in the Windows Recycle Bin.

    Create New Folder button creates a new, empty folder on the currently selected drive or in the currently opened folder. For example, if My Documents is selected, click Create New Folder to make a folder inside the My Documents folder. When you click Create New Folder, the Create New Folder dialog box appears, asking you to type a name for the folder. Type a name that's unique and descriptive—but brief—and click OK.

    Views button displays a list of available ways the Save As dialog box can display the contents of the currently selected disk drive or folder: Thumbnails (small pictures of the first page of each file), Tiles (large icons that represent folders and file types), Icons (small icons that represent folders and file types), List (filenames), Details (filenames, sizes, and dates), Properties (filenames and information), Preview (filenames with a preview of the currently selected file), or Arrange Icons (by name, file type, or date).

    Tools button provides options for deleting the selected item, renaming it, adding it to your My Places list, and performing other housekeeping chores.

    File Name text box provides a space in which you can type a name for the file.

    Save as Type drop-down list provides options for saving the workbook as an Excel workbook or a template.

    Save button tells Excel to save the workbook in the selected folder, using the filename you typed.

    Cancel button cancels the save operation and closes the dialog box without doing anything.

    After you have saved and named a workbook, Excel assumes you always want to save this workbook in the same folder, using the same filename. Rather than select a folder and type a filename, you simply open the File menu and choose Save or click Excel's Save button.

NOTE

To enable the Save As or Open dialog box to display a one-page preview of a workbook, you must turn on the Preview option for the workbook. With the workbook open in Excel, open the File menu and click Properties. Click the Summary tab and click the Save Preview Picture check box. Click OK.

InformIT Promotional Mailings & Special Offers

I would like to receive exclusive offers and hear about products from InformIT and its family of brands. I can unsubscribe at any time.

Overview


Pearson Education, Inc., 221 River Street, Hoboken, New Jersey 07030, (Pearson) presents this site to provide information about products and services that can be purchased through this site.

This privacy notice provides an overview of our commitment to privacy and describes how we collect, protect, use and share personal information collected through this site. Please note that other Pearson websites and online products and services have their own separate privacy policies.

Collection and Use of Information


To conduct business and deliver products and services, Pearson collects and uses personal information in several ways in connection with this site, including:

Questions and Inquiries

For inquiries and questions, we collect the inquiry or question, together with name, contact details (email address, phone number and mailing address) and any other additional information voluntarily submitted to us through a Contact Us form or an email. We use this information to address the inquiry and respond to the question.

Online Store

For orders and purchases placed through our online store on this site, we collect order details, name, institution name and address (if applicable), email address, phone number, shipping and billing addresses, credit/debit card information, shipping options and any instructions. We use this information to complete transactions, fulfill orders, communicate with individuals placing orders or visiting the online store, and for related purposes.

Surveys

Pearson may offer opportunities to provide feedback or participate in surveys, including surveys evaluating Pearson products, services or sites. Participation is voluntary. Pearson collects information requested in the survey questions and uses the information to evaluate, support, maintain and improve products, services or sites, develop new products and services, conduct educational research and for other purposes specified in the survey.

Contests and Drawings

Occasionally, we may sponsor a contest or drawing. Participation is optional. Pearson collects name, contact information and other information specified on the entry form for the contest or drawing to conduct the contest or drawing. Pearson may collect additional personal information from the winners of a contest or drawing in order to award the prize and for tax reporting purposes, as required by law.

Newsletters

If you have elected to receive email newsletters or promotional mailings and special offers but want to unsubscribe, simply email information@informit.com.

Service Announcements

On rare occasions it is necessary to send out a strictly service related announcement. For instance, if our service is temporarily suspended for maintenance we might send users an email. Generally, users may not opt-out of these communications, though they can deactivate their account information. However, these communications are not promotional in nature.

Customer Service

We communicate with users on a regular basis to provide requested services and in regard to issues relating to their account we reply via email or phone in accordance with the users' wishes when a user submits their information through our Contact Us form.

Other Collection and Use of Information


Application and System Logs

Pearson automatically collects log data to help ensure the delivery, availability and security of this site. Log data may include technical information about how a user or visitor connected to this site, such as browser type, type of computer/device, operating system, internet service provider and IP address. We use this information for support purposes and to monitor the health of the site, identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents and appropriately scale computing resources.

Web Analytics

Pearson may use third party web trend analytical services, including Google Analytics, to collect visitor information, such as IP addresses, browser types, referring pages, pages visited and time spent on a particular site. While these analytical services collect and report information on an anonymous basis, they may use cookies to gather web trend information. The information gathered may enable Pearson (but not the third party web trend services) to link information with application and system log data. Pearson uses this information for system administration and to identify problems, improve service, detect unauthorized access and fraudulent activity, prevent and respond to security incidents, appropriately scale computing resources and otherwise support and deliver this site and its services.

Cookies and Related Technologies

This site uses cookies and similar technologies to personalize content, measure traffic patterns, control security, track use and access of information on this site, and provide interest-based messages and advertising. Users can manage and block the use of cookies through their browser. Disabling or blocking certain cookies may limit the functionality of this site.

Do Not Track

This site currently does not respond to Do Not Track signals.

Security


Pearson uses appropriate physical, administrative and technical security measures to protect personal information from unauthorized access, use and disclosure.

Children


This site is not directed to children under the age of 13.

Marketing


Pearson may send or direct marketing communications to users, provided that

  • Pearson will not use personal information collected or processed as a K-12 school service provider for the purpose of directed or targeted advertising.
  • Such marketing is consistent with applicable law and Pearson's legal obligations.
  • Pearson will not knowingly direct or send marketing communications to an individual who has expressed a preference not to receive marketing.
  • Where required by applicable law, express or implied consent to marketing exists and has not been withdrawn.

Pearson may provide personal information to a third party service provider on a restricted basis to provide marketing solely on behalf of Pearson or an affiliate or customer for whom Pearson is a service provider. Marketing preferences may be changed at any time.

Correcting/Updating Personal Information


If a user's personally identifiable information changes (such as your postal address or email address), we provide a way to correct or update that user's personal data provided to us. This can be done on the Account page. If a user no longer desires our service and desires to delete his or her account, please contact us at customer-service@informit.com and we will process the deletion of a user's account.

Choice/Opt-out


Users can always make an informed choice as to whether they should proceed with certain services offered by InformIT. If you choose to remove yourself from our mailing list(s) simply visit the following page and uncheck any communication you no longer want to receive: www.informit.com/u.aspx.

Sale of Personal Information


Pearson does not rent or sell personal information in exchange for any payment of money.

While Pearson does not sell personal information, as defined in Nevada law, Nevada residents may email a request for no sale of their personal information to NevadaDesignatedRequest@pearson.com.

Supplemental Privacy Statement for California Residents


California residents should read our Supplemental privacy statement for California residents in conjunction with this Privacy Notice. The Supplemental privacy statement for California residents explains Pearson's commitment to comply with California law and applies to personal information of California residents collected in connection with this site and the Services.

Sharing and Disclosure


Pearson may disclose personal information, as follows:

  • As required by law.
  • With the consent of the individual (or their parent, if the individual is a minor)
  • In response to a subpoena, court order or legal process, to the extent permitted or required by law
  • To protect the security and safety of individuals, data, assets and systems, consistent with applicable law
  • In connection the sale, joint venture or other transfer of some or all of its company or assets, subject to the provisions of this Privacy Notice
  • To investigate or address actual or suspected fraud or other illegal activities
  • To exercise its legal rights, including enforcement of the Terms of Use for this site or another contract
  • To affiliated Pearson companies and other companies and organizations who perform work for Pearson and are obligated to protect the privacy of personal information consistent with this Privacy Notice
  • To a school, organization, company or government agency, where Pearson collects or processes the personal information in a school setting or on behalf of such organization, company or government agency.

Links


This web site contains links to other sites. Please be aware that we are not responsible for the privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of each and every web site that collects Personal Information. This privacy statement applies solely to information collected by this web site.

Requests and Contact


Please contact us about this Privacy Notice or if you have any requests or questions relating to the privacy of your personal information.

Changes to this Privacy Notice


We may revise this Privacy Notice through an updated posting. We will identify the effective date of the revision in the posting. Often, updates are made to provide greater clarity or to comply with changes in regulatory requirements. If the updates involve material changes to the collection, protection, use or disclosure of Personal Information, Pearson will provide notice of the change through a conspicuous notice on this site or other appropriate way. Continued use of the site after the effective date of a posted revision evidences acceptance. Please contact us if you have questions or concerns about the Privacy Notice or any objection to any revisions.

Last Update: November 17, 2020