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How to Make a Copy of an Excel File: A Complete Guide

November 14, 2023 1.6K views

You need to make multiple Excel file copies to ensure that your data remains intact and avoid errors in case of modifications. You may need to learn specific steps to copy an entire Excel file. Also, how do you create a copy of a whole worksheet in a workbook? Follow along because this article will provide a complete guide on creating a copy of an Excel File.

How to Copy an Entire Excel Sheet both on Windows and on Mac

To make a live copy of an entire Excel file, be sure to adopt either of these three approaches;

  • Open the Workbook as a Copy in Excel

Below are steps to use;

Step 1: Open the Excel on your PC.

Step 2: Select "Open" in the left sidebar and then  "Browse" as shown below.

Select Open then Browse option

Select Open then Browse option

Step 4: Move to the folder to find where your workbook is saved.

Step 5: Select your workbook, select the down-arrow icon next to "Open," and select "Open as Copy."

 Click open, then ‘Open as Copy.’

Click open, then ‘Open as Copy.’

Excel makes a copy of your workbook and opens it in the app.

  • Use Excel’s Save As Option

This process allows you to retain any changes you've made in a new file unless you've previously used Excel's "Save" option to save those changes to the original file.

Here are the steps involved.

Step 1: Click on "File" in Excel's top-left corner.

Step 2: Choose "Save As" in the left sidebar and click "Browse" in the middle column.

Click ‘Save as’ then ‘Browse.’

Click ‘Save as’ then ‘Browse.’

Step 3: Open the folder where you want to save the copy of your workbook and click "Save."

  • Use File Manager

Here are the five steps to make a copy of your Excel workbook using your computer's file manager (File Explorer on Windows or Finder on Mac):

Step 1: Open File Explorer (Windows) or Finder (Mac) on your computer.

Step 2: Locate the Excel workbook you want to copy.

Step 3: Right-click on your workbook and Choose the "Copy" option from the context menu.

Click on the workbook and then select the copy option

Click on the workbook and then select the copy option

Step 4: Navigate to the folder where you want to save the copied file, right-click in the folder, and select "Paste."

How to create a Copy of an Excel File for Mac and Windows

There are two easy ways to copy an existing Excel file. Below is a comprehensive guide;

  1. Duplicate a Sheet in Excel Multiple Times

This approach is exceptional because;

  • It is a quick and easy way to create backups of important data.

  • It enables you to compare data or perform "What-If" scenarios by making small changes to duplicate sheets while keeping the original intact.

  • Duplicating sheets helps maintain consistent formatting across multiple sheets, saving time on formatting tasks.

Steps involved;

Step 1: Select the sheet you wish to duplicate.

Step 2: Press the ‘Control’ Key for Windows or the Command key for Mac users.

Step 3: Move the sheet tab to the left or right to make the desired duplicates.

 Sheet tab

Sheet tab

  1. Duplicate a Worksheet in Excel with Formulas

This method is advantageous because

  • It preserves Complex Formulas: This method allows you to duplicate a sheet while keeping complex formulas,

  • Time and effort saving: saving you the time and effort of recreating them.

Steps:

Step 1: Use the method mentioned above to duplicate your desired sheet, ensuring all content is copied.

Step 2: Choose the copied sheet and click "Ctrl" + "H" for Windows or "Command" + "H" for Mac to open the "Find and Replace"  box.

Here is the Find and Replace

Here is the Find and Replace

Step 3: In the "Find what" space, type (=).

Step 4: In the "Replace with" part type (=).

Fill in ‘Find What’ and ‘Replace With’ with =

Fill in ‘Find What’ and ‘Replace With’ with =

Step 5: Click "Replace All" to copy the formulas to the new sheet, updating cell references to the correct cells in the new location.

Click Replace All

Click Replace All

Comparison between the two methods

Duplicating a Sheet in Excel Multiple Times is ideal for creating backups, performing "What-If" scenarios, and maintaining consistent formatting across multiple sheets. It's quick and efficient when you need identical copies of a sheet with no formula preservation.

On the other hand, Duplicating a Sheet in Excel with Formulas is best when you want to preserve complex formulas, saving time and effort. It's useful for backup copies where retaining formula integrity is crucial or when working with intricate calculations.

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Official WPS Office site

Official WPS Office site

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Press ‘Get store app’

Press ‘Get store app’

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Press ‘Open Microsoft store.’

Press ‘Open Microsoft store.’

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Click on ‘Get’

Click on ‘Get’

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Download happening

Download happening

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Click Open

Click Open

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Click ‘Agree and Continue

Click ‘Agree and Continue

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 You can access to all files now

You can access to all files now

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FAQs

How do I automatically copy from one Excel sheet to another?

To automatically copy data from one Excel sheet to another, you can use five easy methods:

Paste Link Option: Link specific cells from one sheet to another, and changes will auto-update.

Use the + Symbol Option: Add a "+" symbol to linked cells in one sheet, and they will copy to another upon pressing ENTER.

Use the +Sheet(X)! ((XY) Formula: Utilize the formula "+Sheet(X)! ((XY)" to specify which data to copy from one sheet to another.

Copy and Paste Option: Highlight cells, copy (CTRL+C), navigate to the target sheet, and paste (CTRL+V).

 Highlight cells, copy (CTRL+C), navigate to the target sheet, and paste (CTRL+V).

Highlight cells, copy (CTRL+C), navigate to the target sheet, and paste (CTRL+V).

Use Worksheet Reference: Cell references (e.g., "=SheetName!CellRange") to auto-transfer data between sheets.

 Use Worksheet Reference:

Use Worksheet Reference:

How do I copy an Excel spreadsheet into another without losing formatting?

To copy an Excel spreadsheet into another without losing formatting, follow these steps:

Step 1: Open both the source and destination workbooks.

Step 2: In the source workbook, select the entire sheet by clicking the diagonal arrow button between the row numbers and column letters.

Step 3: Right-click and choose "Copy."

Step 4: In the destination workbook, right-click the cell where you want to paste the data.

Step 5: Choose "Paste" from the context menu. Formatting should be retained.

Summary

This descriptive guide explains various methods to create a copy of an existing Excel file efficiently. It highlights WPS Office as a powerful, free alternative for creating, editing, and saving Microsoft Office files. WPS Office offers compatibility, a user-friendly interface, and a range of features, making it an excellent choice for users seeking a cost-effective office suite.


15 years of office industry experience, tech lover and copywriter. Follow me for product reviews, comparisons, and recommendations for new apps and software.