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Learn how to easily rename an opened workbook in Excel using a simple VBA solution, without the need to close it first!
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This video is based on the question https://stackoverflow.com/q/71108363/ asked by the user 'Waleed' ( https://stackoverflow.com/u/17797849/ ) and on the answer https://stackoverflow.com/a/71108728/ provided by the user 'VBasic2008' ( https://stackoverflow.com/u/9814069/ ) at 'Stack Overflow' website. Thanks to these great users and Stackexchange community for their contributions.

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Rename an Opened Workbook in Excel Without Closing It

If you've ever found yourself frustrated by the need to close a workbook in Excel before renaming it, you're not alone. Many users are looking for a more efficient way to manage their workbooks, particularly when switching between multiple open files. Fortunately, there is a solution! In this guide, we'll explore how to rename an opened workbook directly within Excel using a straightforward VBA (Visual Basic for Applications) script.

Why You Would Want to Rename an Open Workbook

Renaming an open workbook can save you time and make file management much smoother, especially in the following scenarios:

Multiple Files: When juggling several spreadsheets, you might want to quickly rename files to avoid confusion.

Version Control: Adding version numbers or specific identifiers can help keep track of changes and updates.

Improved Organization: Tidying up file names for clarity can enhance workflow efficiency.

The Problem

Before delving into the solution, let's recap the common challenge: traditionally, Excel requires users to close a workbook before renaming it, which can feel unnecessary and tedious. Some third-party tools provide this functionality, but if you prefer to use Excel on its own, this can be a limitation.

Solution: Renaming with VBA

With a simple VBA script, you can rename your open workbook without closing it first. Here's how to do it step-by-step.

Step 1: Open the Visual Basic for Applications Editor

Open Excel.

Press ALT + F11 to open the VBA Editor.

In the VBA window, select Insert Module to create a new module.

Step 2: Input the VBA Code

Copy and paste the following code into the module:

[[See Video to Reveal this Text or Code Snippet]]

Step 3: Run the Code

Close the VBA Editor.

Back in Excel, press ALT + F8 to open the "Macro" dialog box.

Select RenameMe and click Run.

An input box will appear asking for a new file name. Enter your desired name and click OK.

What Happens Next?

File Renaming: The script saves the workbook under the new name you specified while keeping it open.

File Deletion: The original file is deleted after the save process to avoid duplicates.

Error Handling: If there’s an issue during renaming, a message box will alert you.

Final Thoughts

By leveraging VBA, renaming an open workbook in Excel becomes a hassle-free experience. Not only does this save time, but it also enhances your productivity by letting you focus on your tasks without unnecessary interruptions.

Feel free to modify the code or adapt it to your specific needs, and enjoy a more seamless experience working with Excel!