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How To Rename A File In Excel

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Renaming an Excel file is a common task that can be streamlined with the right knowledge and tools. This guide provides step-by-step instructions to efficiently change your Excel document's name.

While Excel offers basic file management capabilities, we will also explore how Sourcetable simplifies the renaming process, offering enhanced ease of use.

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How to Rename an Excel File

Method 1: Using File Explorer

Renaming an Excel file through the file explorer enhances organization and adheres to naming conventions. Locate the file in the explorer, right-click it, and select 'Rename' to edit the file name directly.

Method 2: Using the Mouse

For a quick rename, select the Excel file with a single click, wait a moment, then click the file name again. The name will become editable for you to make your changes.

Rename Multiple Files with Excel

Excel can batch rename files in a folder. Use cmd to list file names, then employ an Excel formula to pair names with the rename command. Execute this in cmd to apply the new names.

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Common Use Cases

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    Streamlining file management by categorizing and renaming Excel files according to their contents

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    Updating the name of an Excel file to reflect the current fiscal quarter for reporting purposes

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    Renaming downloaded Excel reports with a standardized naming convention for easier retrieval

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    Correcting the name of an Excel file to fix typos or inaccurate information

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    Changing Excel file names for archival purposes to include the date of last modification

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Excel vs Sourcetable: Streamlining Data Management

Discover the transformative approach Sourcetable brings to data integration compared to traditional Excel spreadsheets. Excel's robust features meet Sourcetable's AI-driven simplicity for a head-to-head evaluation of data management efficiency.

Excel's versatility is renowned, but Sourcetable elevates convenience by aggregating data from multiple sources into a single, intuitive interface. This seamless integration simplifies data analysis workflows and enhances productivity.

Sourcetable's AI copilot outshines Excel by providing real-time assistance in formula creation and template design. This innovative feature streamlines complex tasks, making data manipulation more accessible to users of all skill levels.

While Excel relies on user expertise for formula generation, Sourcetable's chat interface introduces an interactive dimension to spreadsheet management, offering tailored support that adapts to diverse data challenges.



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