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Migrating to Excel 2010
                                                                                                          Microsoft®


                                                                                Excel 2001
                                                                                     from Excel 2003

        In This Guide
        Microsoft Excel 2010 looks very different from Excel 2003, so we created this guide to help you minimize the learning curve. Read on to learn key parts of the
        new interface, discover free Excel 2010 training, find features such as Print Preview or the Options dialog box, understand how to exchange workbook files
        with people who don’t yet have Excel 2010, and find out how to enable add-ins or get access to macros and other advanced features.



                                                                                                                          Ribbon Groups
               Quick Access Toolbar                                        Ribbon Tabs
                                                                                                                          Each ribbon tab contains groups, and each group contains a set of
               Commands shown here are always visible. You                 Click any tab on the ribbon to                 related commands. Here, the Number group on the Home tab contains
               can add your favorite commands to this toolbar.             display its buttons and commands.              commands for displaying numbers as currency, percentages, and so on.




Backstage View                                                                                                                                                                  Hide the Ribbon
Click the File tab to enter                                                                                                                                                     Need more space on your
Backstage view, where                                                                                                                                                           screen? Click this icon or
you can open, save,                                                                                                                                                             press CTRL+F1 to hide or
print, and manage your                                                                                                                                                          show the ribbon.
Excel files.

                                                                                                                  Dialog Box Launchers
                                              Contextual Ribbon Tabs                                    If you see a dialog box launcher icon ( ) next to
                                              Some tabs appear on the ribbon only when                  any ribbon group label, click it to open a dialog
                                              you need them. For example, if you insert                 box with more options for that group.
                                              or select a chart, you’ll see Chart Tools,
                                              which includes three extra tabs — Design,
                                              Layout, and Format.
                                                                                                Switch Between Views                      Zoom In or Out


                                                                                               Click these buttons to display       Click the 100% zoom button to
                                                                                               the current worksheet in             select a zoom level, or drag
                                                                                               Normal, Page Layout, or Page         the zoom slider to the right or
                                                                                               Break Preview view.                  left side.
To exit Backstage view,
click any ribbon tab.                                                                                                                                                                 © 2010 by Microsoft Corporation.
                                                                                                                                                                                            All rights reserved.
Migrating to Excel 2010
                                                                              Microsoft®


                                                               Excel 2001
                                                                 from Excel 2003


How to get started with Excel 2010                                             Where are my menus and toolbars?
If you’ve been using Microsoft Excel 2003 for a long time, you’ll no doubt     In Excel 2010, a wide band spans the top of the main program window.
have questions about where to find Excel 2003 commands and toolbar             This is the ribbon, and it replaces the old menus and toolbars. Each tab on
buttons in Excel 2010.                                                         the ribbon has different buttons and commands that are organized into
                                                                               ribbon groups.
We have many free resources available to help you learn Excel 2010,
including training courses and menu-to-ribbon guides. To find these            When you open Excel 2010, the ribbon’s Home tab is displayed. This tab
materials, click the File tab in the main program window, and then click       contains many of the most frequently used commands in Excel. Pay
Help. Then, under Support, click Getting Started.                              attention to the commands on the far right — for example, those found
                                                                               in the Cells and Editing groups. These can be easy to miss at first glance.
                                                                               In the Cells group, you’ll find commands for inserting, deleting, and
                                                                               formatting sheets, rows, and columns. In the Editing group located right
                                                                               next to it, you’ll find the AutoSum button, plus commands for filling and
                                                                               clearing cells.




On the Web page that opens, click the links to the items that interest you.    The ribbon adjusts its appearance to fit your computer’s screen size and
In particular, the interactive menu-to-ribbon guide is a real timesaver.       resolution. On smaller screens, some ribbon groups may display only their
When you click any Excel 2003 command, it shows you exactly where that         group name, not their commands. In that case, simply click the small
command is located in Excel 2010.                                              arrow on the group button to reveal the commands.
Migrating to Excel 2010
                                                                                  Microsoft®


                                                                 Excel 2001
                                                                   from Excel 2003


Things you might be looking for
Look over the table below to find some of the common and familiar things that you might be looking for in Excel 2010. Although this list isn’t comprehensive,
it’s a good place to start. To find the full list of Excel 2010 commands, click the File tab, click Help, and then click Getting Started.


To...                                                                        Click…            And then look in the...

Create, open, save, print, preview, protect, send, or convert files                            Backstage view (click the links on the left side in this view)


Insert, delete, format, or find data in cells, columns, and rows                               Number, Styles, Cells, and Editing ribbon groups


Add PivotTables, Excel tables (formerly lists), charts,
                                                                                               Tables, Charts, Sparklines, Links, and Text ribbon groups
sparklines, hyperlinks, or headers and footers


Set page margins and page breaks, specify print area, or repeat rows                           Page Setup and Scale to Fit ribbon groups


                                                                                               Function Library, Defined Names, and Formula Auditing
Find functions, define names, or troubleshoot formulas
                                                                                               ribbon groups

Import data, connect to a data source, sort data, filter data,                                 Get External Data, Connections, Sort & Filter
validate data, or perform a what-if analysis                                                   and Data Tools ribbon groups


Check spelling, review and revise, or protect a workbook                                       Proofing, Comments, and Changes ribbon groups


Switch between worksheet views or active workbooks,
                                                                                               Workbook Views, Window, and Macros ribbon groups
arrange windows, freeze panes, or record macros
Migrating to Excel 2010
                                                                               Microsoft®


                                                                Excel 2001
                                                                  from Excel 2003


Where is Print Preview?                                                         What happened to Tools | Options?
In Excel 2010, Print Preview no longer appears in a separate window.            Looking for the Excel program settings that let you control things like how
Look for it in Backstage view alongside other useful print-related settings.    many blank sheets to create in a new workbook or what the default font
                                                                                and font size for worksheets should be?

                                                                                Click the File tab, and then click Options. This opens the Excel Options
                                                                                dialog box, where you can customize your Excel settings and preferences.




Click the File tab, and then click Print. The right side of the window shows
a preview of how the current worksheet will look when printed. If the
worksheet is blank, no preview image appears.

You can use the left side of the window to fine-tune your preferences —
for example, to make all worksheet columns fit on a single, printed page
                                                                                Several settings in the Excel Options dialog box apply only to the open
or to change the orientation from portrait to landscape.
                                                                                workbook or to a particular worksheet. Other options apply to Excel in
If you want to set additional print options, click the Page Setup link under    general and will affect all workbooks. In addition, some preferences (for
the printing options, or click the Page Layout tab on the ribbon to close       example, the color scheme) will apply to all other Microsoft Office 2010
Backstage view and display other options.                                       programs that you have installed.
Migrating to Excel 2010
                                                                           Microsoft®


                                                             Excel 2001
                                                              from Excel 2003


Keep your favorite commands nearby                                          Create ribbon tabs or groups of your own
                                      The Quick Access Toolbar in the                                    You can customize ribbon commands by
                                      upper-left corner of the Excel                                     putting buttons into ribbon groups where
                                      program      window    provides                                    you want them to appear, or by creating
                                      shortcuts to commands you’ll use                                   custom ribbon tabs of your own.
                                      often.
                                                                                                         Right-click any ribbon group and then click
                                      By adding buttons to this toolbar,                                 Customize the Ribbon. In the Excel
                                      you can keep all of your favorite                                  Options dialog box that appears, you can
                                      commands visible at all times,                                     then add commands to your own tabs or
                                      even when you switch ribbon                                        groups. For example, you could create
                                      tabs.                                                              a tab called Quick Format, and then add
                                                                                                         your favorite formatting commands to
Click the drop-down arrow next to the Quick Access Toolbar to turn on or
                                                                                                         a custom group on this tab.
off any of the commands listed on the shortcut menu. If the command
you want to add isn’t shown in the list, switch to the ribbon tab where     If you make a mistake, you can use the
the button appears and then right-click it there. On the shortcut menu      Reset button to reset all customizations and
that appears, click Add to Quick Access Toolbar.                            go back to the default (“factory”) settings.

                                                                            Not all older Excel commands appear on the ribbon, but they’re still
                                                                            available. If you can’t live without some of these, simply add them to the
                                                                            ribbon or to the Quick Access Toolbar.

                                                                            In the Excel Options dialog box, in the Choose commands from list,
                                                                            select Commands Not in the Ribbon. Next, find the command that you
                                                                            want and add it to a custom ribbon tab or group.
Migrating to Excel 2010
                                                                              Microsoft®


                                                               Excel 2001
                                                                 from Excel 2003


Introducing KeyTips                                                            Do keyboard shortcuts still work?
Excel 2010 provides shortcuts for the ribbon, called KeyTips, so you can       Keyboard shortcuts from Excel 2003 are still available in Excel 2010.
quickly perform tasks without using your mouse.                                If you know a shortcut sequence, go ahead and type it. For example,
                                                                               CTRL+C still copies selected information to the Clipboard, CTRL+S still
                                                                               opens the Save As dialog box, ALT+F11 still opens the Microsoft Visual
                                                                               Basic for Applications (VBA) editor, and so on.

                                                                               If you begin typing an ALT accelerator key sequence, a box pops up:




To make KeyTips appear on the ribbon, press the ALT key.

Next, to switch to a tab on the ribbon using your keyboard, press the
key of the letter displayed under that tab. In the example shown above,        If you know the entire sequence that you want, go ahead and finish
you would press N to open the Insert tab, P to open the Page Layout tab,       typing it. For example, pressing ALT, T, O in succession opens the Excel
M to open the Formulas tab, and so on.                                         Options dialog box (formerly Tools | Options). Similarly, pressing ALT, T, I
                                                                               opens the Add-ins dialog box (formerly Tools | Add-ins), and so on.
Once you’ve switched to a ribbon tab in this way, all available KeyTips for
that tab appear on the screen. You can then finish the sequence by             If you don’t remember (or never learned) any ALT key sequences, press
pressing the final key (or keys) for the command you want to use.              the ESC key to cancel and use KeyTips instead.

To go back one level while in a sequence, press the ESC key. Doing so          To see a full list of supported keyboard shortcuts in Excel 2010, press F1
multiple times in a row cancels KeyTips mode.                                  to open Help, and then search for “keyboard shortcuts.”
Migrating to Excel 2010
                                                                                                 Microsoft®


                                                                    Excel 2001
                                                                         from Excel 2003


How to work with people who don’t yet have Excel 2010
Excel 2010 (and Excel 2007) workbooks use a new file format for saving files. If people you work with are using different versions of Excel, don’t worry—
you can still open and edit older workbooks in Excel 2010, and share your files with people who don’t yet have Excel 2010.



In Excel 2010...               What happens?                                                                                   What should I do?
You open a workbook that was   In the Excel 2010 program window, you’ll see the words [Compatibility Mode] next to the         To exit Compatibility Mode and convert the 2003 file to the
created with Excel 2003.       file name on the title bar.                                                                     new Excel 2010 format, click the File tab, click Info, and then
                                                                                                                               click Convert.

                                                                                                                               Before you convert your file, ask yourself if you need to
                                                                                                                               collaborate on your workbook with people who still use
                               This tells you that even though you’re in Excel 2010, you’re still technically working in the   Excel 2003 (or an even older version). If the answer is yes,
                               earlier file format, and that you won’t be able to use Excel 2010 features like sparklines      you may want to keep working in Compatibility Mode so
                               and larger row and column limits until you convert the file to the 2010 file format.            that you won’t be tempted to use new features that aren’t
                                                                                                                               supported in the older file format.

You save your workbook as an   If someone opens the workbook in Excel 2003, a prompt appears with a link to download           If you think that Excel 2003 users may need to interact with
Excel 2010 file.               the free Compatibility Pack (provided that the latest patches and service packs are already     your Excel 2010 workbook, you should run the Compatibility
                               installed). The Compatibility Pack is required for Excel 2003 to open and interact with Excel   Checker tool to make sure the file will work correctly for them.
                               2010 workbooks.
                                                                                                                               To check for compatibility, click the File tab, click Info, click
                               If you’ve used new Excel 2010 features or formatting in your workbook, such as sparklines       Check for Issues, and then click Check Compatibility.
                               or new types of conditional formatting icons, Excel 2003 users may see warnings about
                                                                                                                               The tool tells you which new features in Excel 2010 aren’t
                               unsupported features, or the formatting or feature may not appear in the file.
                                                                                                                               supported in older versions. You can then decide whether to
                                                                                                                               remove these features to avoid warnings in Excel 2003.

You save your workbook as an   If someone opens the workbook in Excel 2003, the workbook will open normally — no               You don’t have to do anything, necessarily.
Excel 2003 file.               Compatibility Pack is required.
                                                                                                                               When you save your file in the older Excel 2003 file format,
                               If you’ve used new Excel 2010 features or formatting in your workbook, such as sparklines       the Compatibility Checker will run automatically and warn
                               or new types of conditional formatting icons, Excel 2003 users may see warnings about           you about any unsupported features. You can then make
                               unsupported features, or the formatting or feature may not appear in the file.                  any necessary design changes to the file.
Migrating to Excel 2010
                                                                           Microsoft®


                                                             Excel 2001
                                                              from Excel 2003


Find advanced features                                                      Enable Solver and other add-ins
If you plan to routinely use Excel 2010 to design macros, forms, and XML    Excel 2010 comes with several add-ins — programs that plug into Excel to
or VBA solutions, you can add the Developer tab to the Excel ribbon.        provide additional functionality. These include an Analysis ToolPak and an
                                                                            updated version of Solver. However, these and other add-ins won’t
                                                                            appear on the ribbon until you enable them.

                                                                            You can manage Excel add-Ins in one of two ways:

                                                                                If you enabled the Developer tab (as described on the left), click it
                                                                                 and then locate the Add-Ins group. Next, click Add-ins to open the
On the ribbon, click the File tab, and
                                                                                 Add-Ins dialog box.
then click Options. In the Excel
Options dialog box, click Customize                                             Alternately, click the File tab and then click Options. In the Excel
Ribbon, and then select the Developer                                            Options dialog box, click Add-Ins. Near the bottom of the screen,
check box in the list that appears on                                            look for the Manage box. Make sure Excel Add-ins is selected, and
the right. Click OK to close the Excel                                           then click Go.
Options dialog box.
                                                                                                                    In the Add-ins dialog box, select
The Developer tab now appears to the
                                                                                                                    the Analysis ToolPak and Solver
right of the View tab on the ribbon.
                                                                                                                    Add-in check boxes (plus any
Tip If all you want to do is record                                                                                 others you want), and then click
macros in Excel 2010, you don’t need                                                                                OK. Once enabled, the Analysis
to add the Developer tab. Just click the                                                                            ToolPak and Solver add-ins
View tab, and then look for the Macros                                                                              appear on the Data tab, in the
group on the right.                                                                                                 Analysis group.

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Migrating to Excel 2010 from Excel 2003 | Microsoft

  • 1. Migrating to Excel 2010 Microsoft® Excel 2001 from Excel 2003 In This Guide Microsoft Excel 2010 looks very different from Excel 2003, so we created this guide to help you minimize the learning curve. Read on to learn key parts of the new interface, discover free Excel 2010 training, find features such as Print Preview or the Options dialog box, understand how to exchange workbook files with people who don’t yet have Excel 2010, and find out how to enable add-ins or get access to macros and other advanced features. Ribbon Groups Quick Access Toolbar Ribbon Tabs Each ribbon tab contains groups, and each group contains a set of Commands shown here are always visible. You Click any tab on the ribbon to related commands. Here, the Number group on the Home tab contains can add your favorite commands to this toolbar. display its buttons and commands. commands for displaying numbers as currency, percentages, and so on. Backstage View Hide the Ribbon Click the File tab to enter Need more space on your Backstage view, where screen? Click this icon or you can open, save, press CTRL+F1 to hide or print, and manage your show the ribbon. Excel files. Dialog Box Launchers Contextual Ribbon Tabs If you see a dialog box launcher icon ( ) next to Some tabs appear on the ribbon only when any ribbon group label, click it to open a dialog you need them. For example, if you insert box with more options for that group. or select a chart, you’ll see Chart Tools, which includes three extra tabs — Design, Layout, and Format. Switch Between Views Zoom In or Out Click these buttons to display Click the 100% zoom button to the current worksheet in select a zoom level, or drag Normal, Page Layout, or Page the zoom slider to the right or Break Preview view. left side. To exit Backstage view, click any ribbon tab. © 2010 by Microsoft Corporation. All rights reserved.
  • 2. Migrating to Excel 2010 Microsoft® Excel 2001 from Excel 2003 How to get started with Excel 2010 Where are my menus and toolbars? If you’ve been using Microsoft Excel 2003 for a long time, you’ll no doubt In Excel 2010, a wide band spans the top of the main program window. have questions about where to find Excel 2003 commands and toolbar This is the ribbon, and it replaces the old menus and toolbars. Each tab on buttons in Excel 2010. the ribbon has different buttons and commands that are organized into ribbon groups. We have many free resources available to help you learn Excel 2010, including training courses and menu-to-ribbon guides. To find these When you open Excel 2010, the ribbon’s Home tab is displayed. This tab materials, click the File tab in the main program window, and then click contains many of the most frequently used commands in Excel. Pay Help. Then, under Support, click Getting Started. attention to the commands on the far right — for example, those found in the Cells and Editing groups. These can be easy to miss at first glance. In the Cells group, you’ll find commands for inserting, deleting, and formatting sheets, rows, and columns. In the Editing group located right next to it, you’ll find the AutoSum button, plus commands for filling and clearing cells. On the Web page that opens, click the links to the items that interest you. The ribbon adjusts its appearance to fit your computer’s screen size and In particular, the interactive menu-to-ribbon guide is a real timesaver. resolution. On smaller screens, some ribbon groups may display only their When you click any Excel 2003 command, it shows you exactly where that group name, not their commands. In that case, simply click the small command is located in Excel 2010. arrow on the group button to reveal the commands.
  • 3. Migrating to Excel 2010 Microsoft® Excel 2001 from Excel 2003 Things you might be looking for Look over the table below to find some of the common and familiar things that you might be looking for in Excel 2010. Although this list isn’t comprehensive, it’s a good place to start. To find the full list of Excel 2010 commands, click the File tab, click Help, and then click Getting Started. To... Click… And then look in the... Create, open, save, print, preview, protect, send, or convert files Backstage view (click the links on the left side in this view) Insert, delete, format, or find data in cells, columns, and rows Number, Styles, Cells, and Editing ribbon groups Add PivotTables, Excel tables (formerly lists), charts, Tables, Charts, Sparklines, Links, and Text ribbon groups sparklines, hyperlinks, or headers and footers Set page margins and page breaks, specify print area, or repeat rows Page Setup and Scale to Fit ribbon groups Function Library, Defined Names, and Formula Auditing Find functions, define names, or troubleshoot formulas ribbon groups Import data, connect to a data source, sort data, filter data, Get External Data, Connections, Sort & Filter validate data, or perform a what-if analysis and Data Tools ribbon groups Check spelling, review and revise, or protect a workbook Proofing, Comments, and Changes ribbon groups Switch between worksheet views or active workbooks, Workbook Views, Window, and Macros ribbon groups arrange windows, freeze panes, or record macros
  • 4. Migrating to Excel 2010 Microsoft® Excel 2001 from Excel 2003 Where is Print Preview? What happened to Tools | Options? In Excel 2010, Print Preview no longer appears in a separate window. Looking for the Excel program settings that let you control things like how Look for it in Backstage view alongside other useful print-related settings. many blank sheets to create in a new workbook or what the default font and font size for worksheets should be? Click the File tab, and then click Options. This opens the Excel Options dialog box, where you can customize your Excel settings and preferences. Click the File tab, and then click Print. The right side of the window shows a preview of how the current worksheet will look when printed. If the worksheet is blank, no preview image appears. You can use the left side of the window to fine-tune your preferences — for example, to make all worksheet columns fit on a single, printed page Several settings in the Excel Options dialog box apply only to the open or to change the orientation from portrait to landscape. workbook or to a particular worksheet. Other options apply to Excel in If you want to set additional print options, click the Page Setup link under general and will affect all workbooks. In addition, some preferences (for the printing options, or click the Page Layout tab on the ribbon to close example, the color scheme) will apply to all other Microsoft Office 2010 Backstage view and display other options. programs that you have installed.
  • 5. Migrating to Excel 2010 Microsoft® Excel 2001 from Excel 2003 Keep your favorite commands nearby Create ribbon tabs or groups of your own The Quick Access Toolbar in the You can customize ribbon commands by upper-left corner of the Excel putting buttons into ribbon groups where program window provides you want them to appear, or by creating shortcuts to commands you’ll use custom ribbon tabs of your own. often. Right-click any ribbon group and then click By adding buttons to this toolbar, Customize the Ribbon. In the Excel you can keep all of your favorite Options dialog box that appears, you can commands visible at all times, then add commands to your own tabs or even when you switch ribbon groups. For example, you could create tabs. a tab called Quick Format, and then add your favorite formatting commands to Click the drop-down arrow next to the Quick Access Toolbar to turn on or a custom group on this tab. off any of the commands listed on the shortcut menu. If the command you want to add isn’t shown in the list, switch to the ribbon tab where If you make a mistake, you can use the the button appears and then right-click it there. On the shortcut menu Reset button to reset all customizations and that appears, click Add to Quick Access Toolbar. go back to the default (“factory”) settings. Not all older Excel commands appear on the ribbon, but they’re still available. If you can’t live without some of these, simply add them to the ribbon or to the Quick Access Toolbar. In the Excel Options dialog box, in the Choose commands from list, select Commands Not in the Ribbon. Next, find the command that you want and add it to a custom ribbon tab or group.
  • 6. Migrating to Excel 2010 Microsoft® Excel 2001 from Excel 2003 Introducing KeyTips Do keyboard shortcuts still work? Excel 2010 provides shortcuts for the ribbon, called KeyTips, so you can Keyboard shortcuts from Excel 2003 are still available in Excel 2010. quickly perform tasks without using your mouse. If you know a shortcut sequence, go ahead and type it. For example, CTRL+C still copies selected information to the Clipboard, CTRL+S still opens the Save As dialog box, ALT+F11 still opens the Microsoft Visual Basic for Applications (VBA) editor, and so on. If you begin typing an ALT accelerator key sequence, a box pops up: To make KeyTips appear on the ribbon, press the ALT key. Next, to switch to a tab on the ribbon using your keyboard, press the key of the letter displayed under that tab. In the example shown above, If you know the entire sequence that you want, go ahead and finish you would press N to open the Insert tab, P to open the Page Layout tab, typing it. For example, pressing ALT, T, O in succession opens the Excel M to open the Formulas tab, and so on. Options dialog box (formerly Tools | Options). Similarly, pressing ALT, T, I opens the Add-ins dialog box (formerly Tools | Add-ins), and so on. Once you’ve switched to a ribbon tab in this way, all available KeyTips for that tab appear on the screen. You can then finish the sequence by If you don’t remember (or never learned) any ALT key sequences, press pressing the final key (or keys) for the command you want to use. the ESC key to cancel and use KeyTips instead. To go back one level while in a sequence, press the ESC key. Doing so To see a full list of supported keyboard shortcuts in Excel 2010, press F1 multiple times in a row cancels KeyTips mode. to open Help, and then search for “keyboard shortcuts.”
  • 7. Migrating to Excel 2010 Microsoft® Excel 2001 from Excel 2003 How to work with people who don’t yet have Excel 2010 Excel 2010 (and Excel 2007) workbooks use a new file format for saving files. If people you work with are using different versions of Excel, don’t worry— you can still open and edit older workbooks in Excel 2010, and share your files with people who don’t yet have Excel 2010. In Excel 2010... What happens? What should I do? You open a workbook that was In the Excel 2010 program window, you’ll see the words [Compatibility Mode] next to the To exit Compatibility Mode and convert the 2003 file to the created with Excel 2003. file name on the title bar. new Excel 2010 format, click the File tab, click Info, and then click Convert. Before you convert your file, ask yourself if you need to collaborate on your workbook with people who still use This tells you that even though you’re in Excel 2010, you’re still technically working in the Excel 2003 (or an even older version). If the answer is yes, earlier file format, and that you won’t be able to use Excel 2010 features like sparklines you may want to keep working in Compatibility Mode so and larger row and column limits until you convert the file to the 2010 file format. that you won’t be tempted to use new features that aren’t supported in the older file format. You save your workbook as an If someone opens the workbook in Excel 2003, a prompt appears with a link to download If you think that Excel 2003 users may need to interact with Excel 2010 file. the free Compatibility Pack (provided that the latest patches and service packs are already your Excel 2010 workbook, you should run the Compatibility installed). The Compatibility Pack is required for Excel 2003 to open and interact with Excel Checker tool to make sure the file will work correctly for them. 2010 workbooks. To check for compatibility, click the File tab, click Info, click If you’ve used new Excel 2010 features or formatting in your workbook, such as sparklines Check for Issues, and then click Check Compatibility. or new types of conditional formatting icons, Excel 2003 users may see warnings about The tool tells you which new features in Excel 2010 aren’t unsupported features, or the formatting or feature may not appear in the file. supported in older versions. You can then decide whether to remove these features to avoid warnings in Excel 2003. You save your workbook as an If someone opens the workbook in Excel 2003, the workbook will open normally — no You don’t have to do anything, necessarily. Excel 2003 file. Compatibility Pack is required. When you save your file in the older Excel 2003 file format, If you’ve used new Excel 2010 features or formatting in your workbook, such as sparklines the Compatibility Checker will run automatically and warn or new types of conditional formatting icons, Excel 2003 users may see warnings about you about any unsupported features. You can then make unsupported features, or the formatting or feature may not appear in the file. any necessary design changes to the file.
  • 8. Migrating to Excel 2010 Microsoft® Excel 2001 from Excel 2003 Find advanced features Enable Solver and other add-ins If you plan to routinely use Excel 2010 to design macros, forms, and XML Excel 2010 comes with several add-ins — programs that plug into Excel to or VBA solutions, you can add the Developer tab to the Excel ribbon. provide additional functionality. These include an Analysis ToolPak and an updated version of Solver. However, these and other add-ins won’t appear on the ribbon until you enable them. You can manage Excel add-Ins in one of two ways:  If you enabled the Developer tab (as described on the left), click it and then locate the Add-Ins group. Next, click Add-ins to open the On the ribbon, click the File tab, and Add-Ins dialog box. then click Options. In the Excel Options dialog box, click Customize  Alternately, click the File tab and then click Options. In the Excel Ribbon, and then select the Developer Options dialog box, click Add-Ins. Near the bottom of the screen, check box in the list that appears on look for the Manage box. Make sure Excel Add-ins is selected, and the right. Click OK to close the Excel then click Go. Options dialog box. In the Add-ins dialog box, select The Developer tab now appears to the the Analysis ToolPak and Solver right of the View tab on the ribbon. Add-in check boxes (plus any Tip If all you want to do is record others you want), and then click macros in Excel 2010, you don’t need OK. Once enabled, the Analysis to add the Developer tab. Just click the ToolPak and Solver add-ins View tab, and then look for the Macros appear on the Data tab, in the group on the right. Analysis group.