Excel like a finance pro.
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Workbook shortcut
Save As
F12 on Windows, ⌘ + Shift + S on Mac.
CommonDifficulty 850 · Capable
When to use it
Opens Save As directly, skipping the backstage screen.
The shape of it
- Windows
F12
- Mac
⌘ + Shift + S
Worked examples
Save a copy
Press F12, change the name, Save → A new copy
Version copies.
Export CSV
F12, choose CSV → Export the active sheet as CSV
Exports.
Enable macros
F12, choose .xlsm → Macro-enabled
Keep macros.
Worth knowing
- Save a dated copy before big changes.
- CSV saves only the active sheet.
- Mac uses ⌘ + Shift + S.
Where it goes wrong
- Saving as CSV loses formulas and formats; keep the .xlsx.
- Laptops may need Fn.
Related
Learn the moves here — or let Wauvel run them on your numbers.
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