A family of Microsoft spreadsheet software with tools for analyzing, charting, and communicating data.
To keep the original Excel file and work on a second copy, use one of these methods.
If the file is stored in OneDrive or SharePoint (recommended so Version History works):
- Open the original file.
- Immediately create a separate copy:
- Go to File > Save a Copy (instead of Save As when using OneDrive/SharePoint).
- Give the copy a new name (for example, "MySheet_Copy") and save.
- Work only in the new copy so the original stays unchanged.
If unwanted changes were already saved to the original and Version History is available:
- Open the file.
- Use Version History from within the app:
- Either click the file name at the top and choose Version history, or
- Go to File > Info and select Version History.
- In the Version History pane, select an earlier version to open it in a separate window.
- Choose one of these options:
- Click Restore to roll the file back to that version (replaces the current version), or
- Use File > Save a Copy on that older version to keep both the restored version and the current one as separate files.
If Version History from the app is not working but the file is in OneDrive/SharePoint:
- Go to the folder in OneDrive/SharePoint where the file is stored.
- Right‑click the file and select Version history.
- Pick an older version, select the three dots (…) next to it, and choose Restore (or open/download that version as a separate file if offered).
Going forward, whenever a new version is needed (for example, a new month), open last month’s file and immediately use File > Save a Copy to create the new file before making any edits.
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