How to Close Workbook in Excel?

Do you want to learn how to close workbook in Excel? Closing a workbook is an important step after finishing his work. Properly closing the workbook ensures that any changes you’ve made are preserved and your file is safely saved. Closing an unused workbook shows that your current work/updates are not saved, and you cannot access it again. Whether you’re working on reports, financial data, or personal projects, closing workbooks in Excel is a simple but important step in managing your files effectively.

In this guide, I will explore an easy method for how to close a workbook in Excel professionally. It also plays a significant role in enhancing collaboration, as properly closed and saved files are easily accessible to others. Whether you’ve meticulously organized financial records, conducted intricate data analyses, or crafted dynamic charts, closing the workbook is an essential step in the workflow.

How to Close Workbook in Excel?

Below are the steps to how to close a workbook in Excel with safe and helpful tips:

1. Finish Your Work:
   Before closing the workbook, ensure that you have completed all necessary tasks and saved any changes you made to the data.
2. Click on the “File” Tab:
   In the top-left corner of the Excel window, click on the “File” tab to access the backstage view.
3. Click on the “Close”:
   In the backstage view, look for the “Close” option. Click on it to close the active workbook. If you have multiple workbooks open, this will close the one that is currently active.
4. Click the “X” Button on the Workbook Tab (Optional):
   If your workbook is opened in a new tab, you can also click the small “X” button on the workbook tab itself to close it.
5. Close Excel (Optional):
   If you want to close Excel completely, including all open workbooks, you can click on the “X” button in the top-right corner of the Excel window. This will close all open workbooks and exit Excel.
6. Save Changes (If Prompted):
   This is a very important tip for you, if you made changes to the workbook, Excel may prompt you to save changes before closing. Click on the “Save” button to confirm whether you want to save the changes or not.
7. Use the Keyboard Shortcut (Optional):
   Alternatively, you can use the keyboard shortcut “Ctrl + W” (Windows) or “Command + W” (Mac) to close the active workbook.

Congratulation! By following these steps, you have closed your Excel workbook, ensuring that your data is saved and accessible for the future.