Excel Tutorial: How To Make An Excel File A Csv


CSV stands for "comma-separated values," and it is a simple file format used to store tabular data such as a spreadsheet or database. Converting an Excel file to a CSV is important as it allows for easier data manipulation, compatibility with different programs, and efficient storage of large datasets. In this Excel tutorial, we will walk you through the steps to convert an Excel file to a CSV, enabling you to streamline your data management process.

Preview of Steps:

  • Step 1: Open your Excel file
  • Step 2: Select "Save As" and choose CSV as the file format
  • Step 3: Review and finalize the conversion process

Key Takeaways

  • CSV files store tabular data and are useful for storing large datasets.
  • Converting Excel files to CSV allows for easier data manipulation and compatibility with different programs.
  • When converting to CSV, it's important to remove any blank rows to ensure clean data.
  • Check that the file format is correctly set to CSV and confirm the file name and location before saving.
  • After saving, always reopen the CSV file to ensure it was saved correctly.

Step 1: Open the Excel file

Before you can convert an Excel file to a csv, you need to open the Excel file in Microsoft Excel.

a. Launch Microsoft Excel

Open Microsoft Excel on your computer by clicking on the Excel icon in your applications or programs folder.

b. Locate the file you want to convert to a csv

Once Excel is open, navigate to the location where the Excel file is saved. Click on the file to open it in Excel.

Step 2: Remove blank rows

After identifying and formatting the data, the next step is to ensure that the csv file does not contain any blank rows.

a. Identify any blank rows in the excel file

Before removing any blank rows, it is important to identify where they are located in the excel file. This can easily be done by scrolling through the document and visually inspecting for any rows that do not contain any data.

b. Delete the blank rows to ensure clean data in the csv

Once the blank rows have been identified, they can be deleted from the excel file. This is an important step to ensure that the csv file only contains clean and relevant data.

  • Select the row or rows that are blank.
  • Right-click and choose "Delete" from the menu.
  • Confirm the deletion by selecting "Entire row" and clicking "OK".

By removing any blank rows, you can guarantee that the csv file will contain accurate and complete data for easy analysis and sharing.

Step 3: Save the file as a csv

After you have finished formatting your excel file, the next step is to save it as a csv file.

a. Click on "File" in the top menu

To start the process, click on the "File" tab located in the top menu of the excel interface.

b. Select "Save As"

Once the dropdown menu appears, select the "Save As" option to open the dialogue box for saving the file.

c. Choose "CSV (Comma delimited) (*.csv)" from the file type dropdown menu

From the list of file types, choose "CSV (Comma delimited) (*.csv)" to indicate that you want to save the file as a comma-separated values file. This format will allow the data to be easily imported into other programs and databases.

Step 4: Confirm file format

Once you have finished organizing and formatting your Excel file, the next step is to confirm that it is saved in the correct file format.

a. Check that the file format is correctly set to CSV

  • Open the "Save As" dialog box - After clicking on "Save As" in Excel, a dialog box will appear. Make sure to carefully review the options available.
  • Select "CSV (Comma delimited) (*.csv)" - In the "Save as type" dropdown menu, select "CSV (Comma delimited) (*.csv)." This ensures that the file is saved in the correct format for CSV.

b. Name the file and choose the location to save it

  • Choose a file name - Before saving the file, it's important to give it a descriptive and relevant name. This will make it easier to identify and locate the file in the future.
  • Select the save location - Decide where you want to save the CSV file on your computer. Choose a location that is easily accessible and where you can easily find the file when you need it.

Step 5: Close and reopen the csv file

After successfully saving your excel file as a csv, the final step is to close and reopen the csv file to ensure it was saved correctly.

a. Close the excel file

Make sure to close the excel file that you converted to csv. This will ensure that any changes made to the file are saved before proceeding to the next step.

b. Navigate to the saved csv file and open it to ensure it was saved correctly

Once the excel file is closed, navigate to the location where the csv file was saved. Open the file to ensure that it was saved correctly and all the data looks as expected in the csv format. This step will confirm that the conversion process was successful, and the csv file is ready to be used for its intended purpose.


In conclusion, the process of converting an Excel file to a CSV format is a crucial step in data management and transfer. It allows for easy sharing and compatibility across different platforms and applications.

CSV files are particularly useful in applications such as database management, data analysis, and web development. The simple and universal format makes it easier to import and export data without losing any crucial information.

As you continue to explore the functionalities of Excel and CSV files, you will discover endless possibilities for organizing and utilizing your data. Whether you are a data analyst, a software developer, or a business professional, mastering these tools will undoubtedly enhance your efficiency and productivity.

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