Managing Worksheets in Excel

   Overview   

You can copy, move, insert, and rename sheets within your Excel workbook. For example, you might use these features if you want to:

  • Copy a sheet to a new location and edit the new sheet, maintaining the original data on the original tab
  • Reorganize sheets so that the most used tabs are located closer to the "front" of the workbook

In this aticle, you will learn the steps to copy, move, delete, insert a template, and rename a worksheet in an Excel workbook.

1. Step 1

Excel workbook displayed with the Sample Employee tab highlighted

At the bottom of an Excel workbook, you will find the Tab Management Area.

This area contains navigation arrows that can be used to move between tabs as well as between the created worksheets (shown as tabs). Here, you can copy, insert, rename or move a sheet within the Excel workbook.  

2. Step 2

Excel workbook displayed with the Sample Employee tab highlighted

To reveal the tab actions, right-click on a tab.

Example shown here: right-click on the Sample Employee Data tab.

3. Step 3

Tab Actions pop-up menu displayed with the Move or Copy... menu option highighted

The Tab Actions pop-up menu is displayed.

To copy the selected worksheet, click the Move or Copy... menu option.

4. Step 4

Move or Copy pop-up box displayed with the Sample Employee Data worksheet menu item highlighted

The Move or Copy pop-up box is displayed.

Select the worksheet you wish to copy from the list.

Example shown here: Sample Employee Data worksheet.

5. Step 5

Move or Copy pop-up box displayed with the Create a copy checkbox highlighted

With the appropriate worksheet selected, click the Create a copy checkbox.

6. Step 6

Move or Copy pop-up box displayed with the Ok button highlighted

To confirm your selection, click the OK button.

7. Step 7

Excel workbook displayed with the Sample Employee Data (2) tab highlighted

The copied worksheet is displayed with a (2) next to the name to indicate it is the second sheet with that name.

To move a worksheet to your preferred location, right-click the appropriate tab in the Tab Management Area.

Example shown here: Sample Employee Data (2) tab.

8. Step 8

Tab Actions pop-up menu is displayed with the Move or Copy... menu option highlighted

The Tab Actions pop-up menu is displayed.

To move the selected worksheet, click the Move or Copy... menu option.

9. Step 9

Tab Actions pop-up menu is displayed with the (move to end) menu option highlighted

The Move or Copy pop-up box is displayed.

You can move the copied sheet to another workbook or before/after an existing sheet in the current workbook.

To move the selected worksheet to the end of the workbook, click the (move to end) option.

10. Step 10

Tab Actions pop-up menu is displayed with the OK button highlighted

To confirm your selection, click the OK button.

11. Step 11

Excel workbook displayed with the Add [+] button highlighted

The selected worksheet is moved.

Note: You can also click and drag a tab to the desired location in the Tab Management Area.

To add another worksheet, click the [+] button in the Tab Management Area.

12. Step 12

Created worksheet is displayed with the Sheet 2 tab highlighted

The created worksheet is displayed.

To rename a worksheet, right-click the appropriate tab.

Example shown here: right-click Sheet 2 .

13. Step 13

Tab Actions pop-up menu is displayed with the Rename menu option highlighted

The Tab Actions pop-up menu is displayed.

To rename the selected worksheet, click the Rename menu option.

14. Step 14

Tab Actions pop-up menu is displayed with the Sheet (2) tab highlighted

The selected worksheet tab is highlighted. It now works as a text field.

Enter the new name for the worksheet and press enter to save.

Example shown here: "Sample Employee List".

15. Step 15

Tab Actions pop-up menu is displayed with the Sample Employee List tab highlighted

The new worksheet name is displayed.

To delete an existing worksheet from an Excel workbook, right-click the tab for the worksheet that you want to delete.

Example shown here:Sample Employee List tab.

16. Step 16

Pop-up menu is displayed with the Delete menu option highlighted

A pop-up menu is displayed.

To remove the selected worksheet, click the Delete option.

17. Step 17

Microsoft Excel popup box displayed with the Delete button highlighed

To confirm removal of the selected worksheet, click the Delete button.

18. Step 18

Excel workbook displayed

The selected worksheet has been deleted from the workbook.

19. Step 19

Tab Actions pop-up menu is displayed with the Sample Employee Data (2) tab highlighted

To insert a template into the workbook, right-click a tab for a sheet.

Example shown here: right-click the Sample Employee Data (2) tab.

20. Step 20

Pop-up menu is displayed with the Insert menu option highlighted

From the pop-up menu, click the  Insert... option.

21. Step 21

Pop-up menu is displayed with the Spreadsheet Solutions tab highlighted

The Insert pop-up menu is displayed, containing the General and Spreadsheet Solutions tabs. 

Example shown here: click the Spreadsheet Solutions tab.

22. Step 22

Pop-up menu is displayed with the Excel Spreadsheet Billing Statement Icon highlighted

From the Spreadsheet Solutions tab, click to select the appropriate template you wish to insert into your workbook.   

Example shown here: the Billing Statement template.

23. Step 23

Pop-up menu is displayed with the OK button highlighted

Click the OK button.

24. Step 24

User selected template displayed and highlighted

The selected template has been added to the workbook.