Migrating from Excel 2003 to Excel 2007

Migrating from Excel 2003 to Excel 2007

with Curt Frye

 


Change can be difficult for anyone, but Migrating from Excel 2003 to Excel 2007 takes the pain out of this transition for Office users. Microsoft Most Valuable Professional Curt Frye explains why this upgrade can be very beneficial to any user, and examines the most prominent difference—the Ribbon interface—in depth. Curt shows how to overcome compatibility issues and perform common Excel 2003 tasks in Excel 2007. Exercise files accompany the course.
Topics include:
  • Changing the default file format in Excel 2007 Using the Compatibility Pack to open 2007 files in earlier versions of Excel Customizing the Excel 2007 interface Working with Excel files in a mixed-version environment Creating macro-enabled workbooks and templates

show more

author
Curt Frye
subject
Business, Spreadsheets
software
Excel 2003, 2007
level
Appropriate for all
duration
41m 29s
released
Nov 25, 2009

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Introduction
Welcome
00:00(Music playing.)
00:03Hi! I am Curt Frye.
00:05Welcome to Migrating from Excel 2003 to Excel 2007.
00:10In this course, I'll show you some of the features that make Excel 2007 more
00:13powerful than previous versions.
00:16Then I'll describe strategies for you to make the switch to Excel 2007, or to
00:20work in a mixed version environment.
00:22I'll begin by describing the ribbon and the new user interface in Excel 2007, and
00:27show you how to control Excel efficiently using keyboard shortcuts.
00:29Then we'll enhance your ability to summarize and visualize your data using
00:34the new formulas, formatting, charting and PivotTable capabilities that come with Excel 2007.
00:41Finally, I'll show you how to manage workbooks across multiple versions of Excel
00:45using Compatibility Mode and the Office 2007 Compatibility Pack,
00:48as well as it offer best practices for working with Excel 2007 in a mixed environment.
00:54In short, I'll show you how to make the move to Excel 2007 as painless as possible.
00:59Let's get started with Migrating from Excel 2003 to 2007.
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Using the exercise files
00:00If you are a Premium member of the lynda.com Online Training Library, or if
00:04you're watching this tutorial on a disk, you have access to the exercise files
00:08used throughout this title.
00:09Exercise files for this title are arranged in a single folder, which I have
00:13here on my desktop named Exercise Folders, and you'll just find the files throughout there.
00:19If you're a monthly or annual subscriber to lynda.com, you don't have access to
00:22the Exercise Files, but you can follow along or create your own resources.
00:26Let's get started.
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1. Getting Started
Understanding the reasons to switch
00:00Excel 2007 offers a number of significant improvements over Excel 2003, enabling
00:05you to work with larger data sets, manage and visualize your data more
00:08effectively, summarize your data using conditional formats, and analyze your
00:12data using much more powerful PivotTables and PivotCharts.
00:15In this movie, I'll give you an overview of those new capabilities before diving
00:19deeper later in this course.
00:20I'll start by mentioning the new user interface, the ribbon, which brings more
00:24commands to the top layer of the program window.
00:26Then I'll talk about the big grid, which allows you to create worksheets that
00:29contain over one million rows of data.
00:31You can use Excel tables to manage that worksheet data more effectively.
00:34And also, the new charting and visualization capabilities enable you to create
00:38eye-catching visualizations that communicate your points effectively.
00:41You also have greatly enhanced cell and worksheet formatting capabilities going
00:45well beyond the 56 colors that were available to you in Excel 2003.
00:49New conditional formats enable you to summarize and visualize your data in
00:52comparison to your company's goals.
00:53The new sorting and filtering capabilities enable you to reorder and focus your
00:57worksheet data to identify the values that mean the most to you.
01:00And finally, Excel 2007 comes with greatly enhanced PivotTables and PivotCharts,
01:04which you can use to slice and dice your data dynamically.
01:08I hope this brief overview gives you an idea of the powerful new capabilities in Excel 2007.
01:12In this course's remaining movies, I'll go into more detail on how to make
01:15the transition from Excel 2003 to Excel 2007.
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Examining the Ribbon interface
00:00The most visually obvious difference between Excel 2003 and Excel 2007 is the
00:05new Ribbon user interface.
00:06The Microsoft Office user experience team's main reason for changing from
00:10Excel 2003's menus and toolbars to the Ribbon, was to make the program's
00:14features more discoverable.
00:15Between the menus, toolbars, task panes and dialog boxes that were part of Excel 2003,
00:20you had a series of rocks to look under define commands.
00:22The Tools menu, for example, became a catchall that included items such as
00:26spellchecking, formula error correction, tracking changes, setting workbook
00:30protection, analyzing data using Goal Seek and scenarios, formula auditing and
00:34working with macros.
00:35That is not the case in Excel 2007.
00:38In Excel 2007, the Ribbon brings as many features as possible to the top level
00:42of the user interface.
00:43The built-in Ribbon tabs, Home, Insert, Page Layout, Formulas, Data, Review and
00:50View, contain commands related to each of those topics.
00:53The Home tab, which appears by default when you start Excel, contains the most
00:57commonly used formatting and worksheet data management commands, such as Cut,
01:01Copy and Paste, Cell Formatting, Number Formatting and Cell Editing.
01:06The Page Layout tab contains tools for changing a worksheet's orientation and
01:09margins, and the Formulas tab contains tools for creating and editing
01:13formulas and so on.
01:15Now the most common question I get when I show an Excel 2003 user Excel 2007
01:20is where in the world is the File menu?
01:22The answer is that the new File menu is the Office button, which is here at the
01:27top left corner of the Excel program window.
01:29When you click it, you'll see the recently used file list and menu items you can
01:33click to open, save, create and print workbooks.
01:36You'll also find the Excel Options button, which you can click to change how the
01:39Excel program behaves.
01:42You can find the workbook that maps the Excel 2003 menu and toolbar items to the
01:46Excel 2007 Ribbon interface by going to microsoft.com, and then in the Search
01:50box typing Excel 2003 mapping to Excel 2007.
01:56When you press Enter, your results page will contain a result somewhere in
02:00the first few listings that shows you the page for the Excel Ribbon mapping workbook.
02:04If you click the link, you'll go to the page, and you can download the file from there.
02:08Getting back to Excel 2007, I'd like to touch on three new user interface
02:12elements that were introduced along with the Ribbon.
02:14The first element is the Gallery, which is a collection of styles or other items
02:18you can apply to a cell, chart or shape.
02:21Every gallery, such as what we have here for Table Styles, has a More button at
02:26the bottom right-hand corner.
02:28When you click the More button, you'll see a list of the styles that are
02:30available to you, and then you can click any one of those styles to apply that
02:34style to the object you have selected.
02:36And also Excel 2007 comes with live preview, which means that if you hover your
02:41mouse pointer over a style even without clicking it, Excel gives you a live
02:44preview of what the worksheet would look like if you applied it.
02:47I'll stay with my favorite up here, and go on.
02:50The second item I'd like to show you is how to open dialog boxes, such as the
02:54Font dialog box on the Home tab of the Ribbon.
02:57You'll notice that we have our content here on the Ribbon organized first by tab,
03:01and then by group.
03:02In some of the groups, you'll have what's called a Dialog Expander at the
03:06bottom right-hand corner.
03:07If you click the Dialog Expander, as the name implies, you display a dialog box.
03:12In this case, the Format Cells dialog box.
03:16The third new user interface element I'd like to cover is the mini
03:18toolbar, which is an enhanced version of the right-click shortcut menus
03:22available in Excel 2003.
03:24When you right-click a worksheet element, such as a cell, Excel displays a mini
03:28toolbar, which contains many of the most popular Ribbon commands.
03:32You can use the controls on the mini toolbar to format your worksheet, or
03:35to make it go away, you can press the Escape key, or if you've selected some text,
03:39such as here, moving the mouse pointer over the mini toolbar, brings it into focus.
03:46Moving in the mouse pointer away, takes it out of focus.
03:49Finally, it is possible to customize the Excel 2007 user interface, though not to
03:54the extent that was possible in Excel 2003.
03:56I'll show you how to modify the Excel Ribbon later in this course, in the movie
04:00entitled Customizing the Excel User Interface.
04:03For many experienced users, learning to control Excel 2007 using the Ribbon will
04:07prove challenging in the short-term, but once they become accustomed to the new layout,
04:11their proficiency will improve greatly.
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Controlling Excel 2007 using keyboard shortcuts
00:00The Office User Experience team changed the Excel 2007 user interface to make
00:05the program's features easier to discover for beginning and intermediate users.
00:09They did realize though that many frequent Excel users rely on its keyboard
00:12shortcuts to control the program.
00:14The Microsoft Excel Programming team ensured that every keyboard shortcut
00:18available in Excel 2003 was available in 2007.
00:21All of the familiar user shortcuts, such as Ctrl+C to Copy, Ctrl+V to Paste,
00:26Ctrl+S to Save, and Ctrl+P to Print, still work, but you can also access the
00:30Ribbons commands by pressing keyboard sequences.
00:33To access the Ribbon using the keyboard, press and release the Alt key.
00:37When you do, Excel overlays a series of numbers and letters on the Ribbon,
00:40indicating which keys you need to press to display a Ribbon tab or activate a
00:44button on the Quick Access Toolbar.
00:46Let's say that I press the N as in Nancy key to display the Insert tab.
00:51When the Insert tab appears, Excel displays the key sequences I need to press to
00:55activate these further options.
00:57Notice that the Chart Groups Dialog Expander has its own keystroke, K, assigned to it.
01:01Let's assume in this case that I want to insert a shape, so I will press S-H and
01:06that is in sequence.
01:07You don't have to press the two keys at the same time.
01:10When I press S-H, the Shapes Gallery expands, and the first shape in the
01:14gallery is highlighted.
01:15I can now use the Arrow keys, Down and Up, Left and Right, to select the
01:19shape that I want to insert, and let's say that I just want to go for a basic rectangle.
01:23Once that shape is highlighted, I can press Enter and my mouse pointer changes
01:27to a black crosshair.
01:29Now that I have the crosshair, I can draw the shape and when I release the mouse
01:33button, the shape appears in my worksheet.
01:35Now let's say that you're controlling the Ribbon using the keyboard and
01:38you pressed the wrong key by accident, such as going to the wrong tab on the Ribbon.
01:42To illustrate the point, I will press Alt and then press H to go to the Home tab.
01:47If I'd want it to display the Insert tab, I should've pressed N. To back up a step,
01:51I can press the Escape key, which takes a back to the previous level, and
01:55then I can press N to go back to the Insert tab.
01:59The Ribbon takes up very little room on most modern monitors, but you might want
02:03to minimize the Ribbon if you're using Excel on a small monitor in a reduced
02:07size program window, or if you are just tired of looking at it.
02:10To minimize the Ribbon, you press the key sequence Ctrl+F1 and that is
02:14a simultaneous press.
02:15You hold down Ctrl and press F1.
02:17If you'd like to bring the Ribbon back, you can press Ctrl+F1 again.
02:21Keyboard shortcuts enable you to manipulate Excel quickly and efficiently.
02:25If you'd like to learn more about the keyboard shortcuts available in Excel 2007,
02:29open the Excel's Help System and search for the phrase Keyboard Shortcuts,
02:33the topic Excel Shortcut and Function Keys is the one you want.
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The new file formats
00:00When the Excel product team decided to expand the grid from 65,536 rows to over
00:05one million, they knew they had to change the program's file format to
00:08accommodate the new rows.
00:10In this lesson, I will give you an overview of the new file formats and preview
00:14how to use them in an environment that involves multiple versions of Excel.
00:17Excel 2003, like every version of the program since Excel 2007, use the binary
00:23.XLS file format to write workbooks to disk.
00:26The solution worked well when each worksheet could have a maximum of 65,536 rows,
00:30but the Excel program team wanted Excel 2007 worksheets to be able to
00:35contain over one million rows of data.
00:37As a result, the team changed the file format from a binary system to a text
00:41file system based on the Extensible Markup Language.
00:44When you click the Office button and then click Save As, you'll see the
00:49familiar Save As dialog box.
00:52Here at the bottom of the dialog box, you have the Save as type list.
00:56When you click the list, you will see the list of available formats.
00:59The first file format is Excel 2007's default, the .XLSX format.
01:04The X on the end of the extension means that it's an Excel file format based on XML.
01:09The next file format is the Excel Macro-Enabled Workbook, which has the
01:13extension .XLSM where the M stands for macros.
01:17Unlike in Excel 2003, you can't save the macro in just any Excel file.
01:22You must select a macro-enabled file format.
01:24The Excel team made this change for security reasons.
01:27In Excel 2003, it was possible for you to open a workbook that contained a macro
01:31virus without ever knowing the file contained active code.
01:34In Excel 2007, the Macro-Enabled file formats notify you that you're about to
01:38open a file that contains a macro.
01:40The next file format is .XLSB, the Excel 2007 binary format.
01:46The binary format results in much larger files than the .XLSX format but it also
01:50runs much more quickly when your files are extremely large, because the Excel
01:54program doesn't have to interpret the file's contents from text as is the case
01:58with the.XLS format to a machine readable binary format.
02:02Unless you work with extremely large datasets and a scientific database setting,
02:05you'll probably never use the .XLSB format.
02:08Next on the list is the Excel 97-2003 .XLS format.
02:13You can save an Excel 2007 workbook in that format but you will lose any
02:17features that were introduced in 2007.
02:19The next new formats are the Excel Template and Excel Macro-Enabled Template,
02:23which are .XLTX and .XLTM.
02:27The naming convention for these formats is the same as it was for the
02:29regular workbook formats.
02:31A .XLTX file is an Excel 2007 Template Workbook, and a .XLTM file is a
02:37Macro-Enabled Excel 2007 Template Workbook.
02:39The new Excel 2007 file formats result in smaller file sizes, make it possible
02:44to have worksheets that contain over million rows of data, and clearly identify
02:47workbooks that contain macros.
02:49In the next three movies, I will show you how to create macro-enabled workbooks,
02:52work with Excel 97-2003 files in Compatibility Mode and open Excel 2007 files in
02:58earlier versions of Excel using the Compatibility Pack.
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2. Using Excel 2003 and Excel 2007 in a Mixed Environment
Saving Excel 2007 files in the Excel 97-2003 file format
00:00When you collaborate with users who run versions of Excel other than 2007,
00:05you should save your files in the .XLS format, which was used for Excel 97-2003.
00:11To do that, you click the Office button, and then point to Save As, and from the
00:17list of available options, you can click Excel 97-2003 Workbook.
00:23So we have the files and verify that the Save as type is set correctly.
00:28I'll save it with the same filename, and click Save.
00:33When I do, the Excel displays the Compatibility Checker dialog box, which gives
00:37you an idea of any features that wouldn't be supported when you'd save your file back to 2003.
00:42In this case, I have some formatting that won't transfer accurately but all of
00:45my information will go as I want it to.
00:47So I will click Continue, and my file is now saved as an Excel 2003 file.
00:54Now that I have saved the file as an Excel 2003 file, I can close Excel 2007 and
01:00open the file in Excel 2003.
01:01I will click Open and there it appears.
01:06You will notice that the formatting that I had which was a light blue didn't
01:10transfer exactly, but you will see that I have a pretty close approximation.
01:13These cells contain the color in the 56 -color object model for this worksheet
01:18that was closest to the color that I used in the other worksheet.
01:21Excel recognized that automatically and applied the formatting for me.
01:24When you are work in a mixed file environment, you will save your files as Excel 2003 a lot.
01:29Make sure you use features and formatting that are available in Excel 2003, so
01:33that you limit your compatibility problems.
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Changing the default file format in Excel 2007
00:01Many organizations that upgrade to Excel 2007 will do so for most if not all
00:05of their employees.
00:06If however you work in an environment where you, your colleagues and your
00:10partners use a mixture of Excel 2003 and Excel 2007, you might want to change
00:14the default file format in Excel 2007.
00:17If you would prefer to save files using the Excel 2003 file format by default,
00:21you can do so from within the Excel Options dialog box.
00:25To display the Excel Options dialog box, you click the Office button and then
00:29click Excel Options, then on the Save tab, in the Save Workbooks group,
00:34you can click the Save files in this format, this box as down arrow, and click
00:39Excel 97-2003 Workbook.
00:41When you do, click OK, and Excel saves your changes.
00:45After you click OK, every new workbook you create will have the .XLS file format
00:49assigned by default.
00:50You can always change the format to .XLSX using the Save As command on the
00:54Office Buttons menu.
00:56But if you don't change anything, the file format will be that of Excel 2003.
01:00Here are some of the main limitations of the Excel 2003 file format as
01:04compared to Excel 2007.
01:06First, Excel 2003 files may only have a maximum of 65,536 rows and 256 columns.
01:13Also, you have limited formula length and can only create a few nested
01:17functions and PivotTables don't take advantage of the numerous improvements
01:20found in Excel 2007.
01:22In general, unless the majority of users in your organization use a version of
01:26Excel other than 2007, you should keep the default file format as .XLSX and open
01:31files from earlier versions in compatibility mode, and refrain from making any
01:35changes that use the new Excel 2007 capabilities.
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Managing Excel 2003 files in Compatibility mode
00:00When you use Excel 2007 to open a workbook that was created in a previous
00:04version of the program, Excel displays the words Compatibility Mode in square
00:08brackets to the right of the file name.
00:11When you work with a file in Compatibility Mode, the files format is set to
00:14.XLSX, which is the format for Excel 97-2003.
00:19If you make any changes that aren't compatible with Excel 2003 or that might
00:23cause a change in the workbook's appearance or behavior, Excel displays a
00:26compatibility checker when you attempt to save the file.
00:29So for example, if I were to change these cells' formatting to something that was
00:34specific to 2007, and then try to save the file, Excel displays the
00:40Compatibility Checker, indicating that there will be a minor loss of fidelity
00:44and that the formatting that I have won't be saved back to the 2003 file format.
00:51More specifically, when you work with a file in Excel 2007's Compatibility Mode,
00:55you are restricted in the following ways.
00:57First is that the total number of available columns in Excel is 256 as opposed
01:02to the new limit of 16,384.
01:05The total number of available rows in Excel 2003 is 65,536 as opposed to the new
01:10limit of over one million.
01:12The maximum number of arguments per function in Excel 2003 is 30 rather than
01:16the new limit of 255.
01:19Also, you are limited to seven levels of nesting in formulas in 2003 rather than
01:24the new limit of 64.
01:26Formulas are limited to 1,024 characters in Excel 2003 as opposed to the
01:30new limit of 8,192.
01:33Last, if you create a PivotTable while you have a file opened in
01:36Compatibility Mode, the PivotTables are created as Excel 2003 PivotTables,
01:41not Excel 2007 PivotTables.
01:43Compatibility Mode enables you to work with Excel 2003 files seamlessly.
01:48In the next lesson, I will show you where to get the software you need to open
01:51Excel 2007 files in the earlier versions of the program.
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Working with Excel 2007 files in Excel 2000, 2002, and 2003 using the Compatibility Pack
00:00Because most enterprise environments include multiple versions of Excel,
00:04Microsoft pays very close attention to their forward and backward
00:07compatibility stories.
00:09For example, you could open Excel 2003 files in Excel 2002 and use the file just
00:14with the Excel 2003 features disabled.
00:17You can work with files created in earlier versions of Excel in Excel 2007,
00:21but the changed file format broke the backward compatibility so many
00:24organizations rely on.
00:26To solve that issue, Microsoft created the compatibility pack, which enables you
00:30to open and manipulate Excel 2007 files in earlier versions of Excel.
00:34Installing the compatibility pack on a computer running Microsoft Office XP,
00:38which is also known as Office 2002 or Office 2003, enables you to open, edit,
00:44save, and create files using the open XML formats introduced in Office 2007.
00:48Office 2000 users as well as users of Windows 2000 SP4 and later can convert
00:54open XML formats to binary file formats from within Windows Explorer.
00:58To find the webpage from which you can download the Office Compatibility Pack
01:02for Word, Excel and PowerPoint 2007, open the main microsoft.com webpage in your
01:07browser, and then in the Search field type Office 2007 Compatibility Pack.
01:12When you press Return, the first page that appears in the Results list should
01:16contain a link to download the Compatibility Pack installation file.
01:20After you check the file using a virus scanner to ensure you're at the
01:23right site and that the file you downloaded is safe, double-click the .EXE
01:27file to install it.
01:28Now, this last bid is important.
01:30If you're in a corporate environment, make sure that the IT department thinks
01:33it's okay for you to install the Compatibility Pack.
01:37Despite the popular saying to the contrary, it's not always easier to get
01:40forgiveness than permission and you could face severe consequences for
01:43installing unauthorized software on your work computer.
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Working with PivotTable reports in a mixed Excel environment
00:00PivotTables are one of the most powerful and generally useful features in Excel
00:04but with the exception of the transition from Excel 2002 to 2003, they have
00:08changed radically with each new version.
00:10These changes make interaction between the versions tricky to manage.
00:13There are quite a few possible interaction scenarios among the various
00:16PivotTable versions but here's the short version of the story.
00:20If you open an Excel 2000, 2002 or 2003 workbook in Excel 2007, you can interact
00:26with the PivotTable as if it were in Excel 2003 PivotTable, which means that
00:30you can't make any 2007 specific formatting or other changes to the PivotTable.
00:35So what happens if you save a file that contains a PivotTable in Excel 2007 in
00:39the Excel 97-2003 format?
00:42The answer is that if you save an Excel 2007 PivotTable in the Excel 97-2003
00:47file format, the PivotTable will be Read Only, and you won't be able to create
00:51a PivotChart from the PivotTable report.
00:53I will just show you what that looks like.
00:55So here, I have Excel 2007 open with a PivotTable and I will save the file as a
01:01Excel 97-2003 workbook.
01:04I'll call it Mixed Pivot 2003 to differentiate it from the one I have right now.
01:09Press Save, and I have indications from the compatibility checker that there
01:14will be some loss of fidelity, some features won't be transferred over such as the
01:17PivotTable style, and so on.
01:19I'm okay with that, so I will click Continue, and now I will close the file in Excel 2007.
01:26When I switch over to Excel 2003 and open the file, it was Mixed Pivot 2003.
01:32Now see I get the PivotTable toolbar, which I will close.
01:38But when I go over to the PivotTable, you will see that even if I try to click
01:42on any of the down arrows which are in the headers that I'm not able to click them,
01:47so I can't interact with the PivotTables or PivotTable. Again it was
01:51copied as a Read Only range, but it is formatted to look like a PivotTable.
01:55Even if you were to save the new Excel 97-2003 file as an Excel 2007 workbook,
02:00the PivotTable would remain Read Only because the downgrade from Excel 2007 to
02:05Excel 2003 can't be reversed.
02:07Microsoft published a detailed article explaining how PivotTables interact
02:11among the versions of Excel from 2000 to 2007.
02:14To find that article, you go to the main Microsoft website, and then in the
02:19Search Box, type different PivotTable formats, press Enter, and
02:24your search results come up.
02:26One of the first results should be working with different PivotTable formats in Office Excel.
02:30When you click that link, you would go to the article and it gives you all the
02:35information you need about working with PivotTables cross-versions of Excel.
02:39PivotTables have changed quite a bit over the years.
02:42If you are new to PivotTables, or if you'd like to build your analytical
02:44capabilities in Excel 2007, you can get much more information in my course,
02:49Excel 2007, PivotTables for data analysis, which is available as part of the
02:53lynda.com Online Training Library.
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Best practices for managing files in a mixed environment
00:00You can rely on your company's IT department to manage the software installed in
00:03your computers but I'd like to provide a few guidelines to facilitate working
00:07across multiple versions of Excel.
00:09The first step you should take is to educate your users on how the different
00:12versions of Excel interact.
00:15Users with Excel 2007 installed on their systems should be sure to save files
00:19that require the new formatting and PivotTable capabilities in the native Excel 2007 format.
00:24But should strongly consider saving their functional and analytical workbooks in
00:28the Excel 97 through 2003 format,
00:30if they don't need to store more data than the maximum allowable rows, take
00:34advantage of the new PivotTable functions, use any formulas that are new in
00:37Excel 2007 or format their data using the new color model.
00:41If the data source you analyze in Excel extends beyond the maximum number of
00:45rows available in 97 through 2003, consider storing the data in another file
00:49format outside of Excel.
00:51SQL Server, Access or even text files can store the data you need until
00:55it's time to analyze and summarize that data in Excel.
00:58In a similar vein, users of Excel 2007 should be aware of the limitations of
01:02the older file formats and ensure they create workbooks using the Excel 97
01:06through 2003 format from the start, so they don't exceed the limits of those older formats.
01:11Finally, if you manage the software that's installed in your organization's
01:14computers, be sure to allow users to run Office 2000, 2002 or 2003 to take
01:21advantage of the Office Compatibility Pack, so they can view file saved in
01:24the Excel 2007 format.
01:26Business environments that include multiple versions of Excel can lead to
01:29some interesting challenges but a little planning and more importantly
01:33education of your users will help smooth your migration path as your
01:36organization adopts Excel 2007.
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3. Performing Common Excel 2003 Tasks in Excel 2007
Entering formulas
00:00Excel formulas enable you to summarize the data contained in your worksheets,
00:03which helps you discover important information about your business.
00:07In Excel 2007, Microsoft introduced Formula AutoComplete, a new capability that
00:11enables you to enter formulas more quickly and accurately.
00:14When you're ready to create a formula, click the cell where you want to add it and
00:17then type in equal sign and start typing the name of a function.
00:21In this case, I want to find the average of the values in cells B4 through B7,
00:26so I'll start typing a and v. After I type the first few letters, Excel displays
00:31the list of functions that start with the letters I've just typed.
00:34That's Formula AutoComplete.
00:36If you're following along in your computer and you don't see a list of functions
00:39when you start typing, someone must have turned Formula AutoComplete off.
00:42I'll press the Escape key twice to discard my changes, and I'll go back and show
00:47you how to turn it on.
00:49To turn Formula AutoComplete on, click the Office button and then in the Excel
00:53Options dialog box, on the Formulas page, go down to the Working with formulas group
00:59and you'll see the Formula AutoComplete check box.
01:01If that box is selected, Formula AutoComplete is turned on.
01:05If it's cleared, it's off.
01:07I want it on, so I will select the check box and click OK.
01:12Now to enter the Average formula, you type in equal sign followed by av to
01:17display the list of functions that start with those letters.
01:19The average deviation function is highlighted.
01:21That's not the one we want to use. We want to use the one below it, which is Average.
01:25So I'll press the Down Arrow key and with Average highlighted I can press Tab
01:29and Excel gives me the entire function and also gives me a left parenthesis so
01:33I can start typing my arguments.
01:35I want to summarize the cells in B4 through B7, type a right parenthesis to close
01:41the function arguments, press Enter, and there you have it.
01:45The result is $18,500,000.
01:48Excel 2007 does have a number of new functions including several that summarize
01:51worksheet data conditionally.
01:53If you save an Excel 2007 workbook that uses the new functions and its formulas
01:57as in Excel 2003 workbook, Excel will display a name area in the cells that
02:01contain those formulas.
02:02Formula AutoComplete helps you to find the functions you want to add to your
02:05formulas and prevents function name misspellings that can result to an error
02:08when you enter your formulas by hand.
02:10It's a useful improvement that makes formula entry in Excel 2007 much easier
02:14than it was in Excel 2003.
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Managing lists of data using Excel tables
00:00In Excel 2003, Microsoft introduced the list, which enabled you to manage tables
00:05of data more efficiently.
00:06In Excel 2007, these list objects became Excel tables which are much more useful
00:10when analyzing data in Excel.
00:12Creating Excel tables makes it easier to manage data.
00:15To do so, click any cell in the data list and then on the Home tab, click Format
00:20As Table and select a table style.
00:23When you do, verify that Excel has correctly identified the cell range that
00:27contains your data and also make sure that the My table has headers check box is selected.
00:33So I have Year, Quarter and so on up here and click OK.
00:37When you do, Excel creates your table.
00:39You can manage your table using the controls on the Table Tools Design
00:42contextual tab on the Ribbon.
00:44Excel creates the tables with a name such as Table1 and Table2 but you can and
00:48you should change those names to describe the data the table contains.
00:52To rename an Excel table, click the Table and then on the Design tab, type a new
00:56name for your table.
00:57In this case, I'll call it RevenueData.
01:02Every Excel table in a workbook must have a unique name.
01:05If you want to add a row of data to an Excel table, you have two options.
01:08The first option is to click the cell at the bottom right corner of the table,
01:13press Tab and you get a new row.
01:15So I'll just type in 2010, first quarter, January, FirmA and I'll make their sales 40.
01:26You can also start typing in a cell directly below the table and have Excel
01:29expand the table automatically.
01:31So let's say that I wanted to have 2010, first quarter, February, FirmA and
01:39they have sales of 50.
01:41When I started typing, Excel added the row to the table automatically.
01:45Another great feature of Excel tables is that you can display the total row at
01:48the bottom to summarize each column.
01:50To display the total row, you click any cell in the table and then on the Design tab,
01:54check the Total Row check box.
01:57When you do, Excel displays the total row at the bottom of the table.
02:00The right column of an Excel table usually contains numerical data, so Excel
02:04creates a summary formula in the rightmost cell in the Total Row.
02:08Like list in Excel 2003, Excel tables have built-in filtering capabilities.
02:13When you create an Excel table, filter errors appear at the right edge of each
02:16cell in the header row.
02:17Clicking a column's filter arrow displays the tools at your disposal to create filters.
02:21You can create two kinds of filters in Excel tables:
02:24Selection Filters and Rule Filters.
02:26A Selection Filter, as the name implies, enables you to identify individual
02:30values you want to include or exclude.
02:32In this case, I want to display all values from the Year 2009, so I'll clear the
02:37Select All box, select 2009 from the list of values and click OK.
02:43Notice that Excel hides all of the rows from 2008 and 2010, and also updates the
02:48subtotal formula here at the bottom right corner of the Totals row to reflect
02:52the data that's visible on the table.
02:54If I want to get rid of the filter, I can just click the Filter button and then
02:58click Clear Filter from the Year field.
03:01I can also filter by Rule.
03:03Let's say that I only want to display months with sales levels over 120.
03:07To do that, I'll click the Revenue column's filter arrow, point to Number
03:11Filters and then click Greater Than.
03:13In this case, I want values that are greater than 120, so I'll type that in
03:17to the argument box here next to the rule is greater than, click Ok, and
03:21Excel filters my table.
03:23If you save an Excel 2007 file as an Excel 2003 file, the program converts
03:28any tables to lists.
03:29Excel tables help you summarize your data effectively and with the
03:32built-in filtering capabilities enable you to focus on the data you need
03:36to make a decision.
03:37They're a great addition to Excel 2007.
Collapse this transcript
Formatting a workbook
00:00Inversions of Excel up to and including Excel 2003, worksheet and workbook
00:04presentation formatting took a backseat to functionality.
00:08When the Microsoft and Excel team started designing Excel 2007, they invested
00:12significant resources to envision and implement ways for you to enhance your
00:15workbook's appearance.
00:16In Excel 2003, you could have a maximum of 56 colors in a single workbook.
00:21There is no such limitation in an Excel 2007.
00:23The color model is greatly expanded and when you click Ctrl that enables you
00:27to format a worksheet element or apply a style, you can select from an updated Color Palette.
00:32Excel 2007 divides colors into two categories.
00:35They are the Standard Colors, which never change, and the Theme Colors, which
00:39change based on the Office theme that you have selected.
00:42Office themes are new in Excel 2007 and provide a set of coordinated colors you
00:46can use to create attractive documents.
00:48Themes are a vast improvement over the formatting options in Excel 2003, which
00:52had not changed significantly since Excel 95.
00:55You can select a new Office theme by displaying the Page Layout tab in the
00:58Ribbon and selecting a theme from the Themes group.
01:01Changing the workbook theme changes any theme base colors you apply to your workbook.
01:05So examine your workbook's new formatting carefully to ensure selecting a
01:08different theme so it doesn't make any changes you didn't want to make.
01:11So let's say for example that I've changed from the Built-in Office theme to
01:15Opulent, you can see how change in the theme changed the font, changed the font
01:19color, and also changed the fill colors.
01:21You can also create your own Office themes, which is handy for companies
01:24that create documents for external distribution and who want to have a
01:27consistent corporate identity.
01:29When you save an Excel 2007 workbook as an Excel 2003 workbook and open the file
01:33in Excel 2003 client program, Excel changes the colors so they're closer to
01:37equivalence in the Workbook's color model and loses the ability to use colors
01:41based on an Office theme.
01:42The Excel 2007 color model, built-in styles and Office themes offer many more
01:47attractive formatting options than were available in Excel 2003.
01:50You should take the time to experiment with them and create your own themes,
01:53but remember to ensure your formatting works in Excel 2003 if your colleagues use that version.
Collapse this transcript
Creating conditional formats
00:00Like workbook formatting and the new user interface, the Excel product team
00:04invested significant resources into improving your ability to format your
00:07worksheet cells based on the cell's content in Excel 2007.
00:11In Excel 2003, you could define up to three conditional formats for each cell
00:15and have one of these formats to be applied at a time.
00:17In Excel 2007, you can apply an effectively unlimited number of
00:20conditional formats to a cell and have Excel apply multiple formats to the
00:24same cell simultaneously.
00:26To create a conditional format in Excel 2007, you select the cells to which you
00:30want to apply the conditional format, and then on the Home tab of the Ribbon,
00:33click Conditional Formatting and select the formatting that you'd like to apply.
00:36In this case, I will display an icon set which rates the values within the data
00:42range that I selected.
00:45When you open an Excel 2003 Workbook in Excel 2007, the conditional format's
00:49rules are the same as they were in Excel 2003, but the colors will probably be
00:53different because the color model changed between the two versions.
00:55Going in the other direction, when you save an Excel 2007 workbook that contains
00:59conditional formats as an Excel 2003 file, Excel saves the conditions if the
01:03rules you could have created in Excel 2003. If not, Excel notifies you that
01:07Excel 2003 might apply the rules differently than you would expect them to be
01:11applied in Excel 2007.
01:12Just to show you what that would look like, I'll save the file and I'll call
01:18it Conditional2003 as an Excel 2003 Workbook, press Save, and
01:25the Compatibility Checker comes up.
01:27You will notice that we have a significant loss of functionality, and that
01:31I have formulas that have references to tables which won't carry over, and that
01:35also the conditional formatting that I have isn't supported in earlier versions of Excel.
01:40Now if I click Continue, close the file, and open the file in Excel 2003,
01:49you'll see that none of my conditional format is carried over.
01:51Conditional formats enable you to compare your data to your organization's goals
01:55and to visualize your data concisely in a dashboard worksheet.
01:58Even though the conditional formats that you create in Excel 2007 won't always
02:01transfer back to Excel 2003 and earlier versions of the program, they do offer
02:06significant benefits to analysts at all levels of an organization.
Collapse this transcript
Customizing the Excel 2007 user interface
00:00Unlike in previous versions of Microsoft Excel where users could customize the
00:04user interface almost without limit, you can only make minor changes to the
00:08Ribbon in Excel 2007.
00:10Once more, any user interface changes you made in Excel 2003 will not carry over
00:14to Excel 2007 when you upgrade your program except in a very limited way.
00:18There are ways to change the Ribbon by creating RibbonX files.
00:21RibbonX is the Extensible Markup Language or XML variant that Microsoft invented
00:26to give programmers some control over the Office 2007 user interface, but the
00:31language is complicated to implement and as the first version of that language
00:35lacks some useful features.
00:36The one element of the Excel 2007 User Interface that you can customize from
00:40within the program is the Quick Access Toolbar.
00:43To do that, you click the More button at the right edge of the Quick Access Toolbar
00:46and you can select which items to add.
00:48So, for example, the New button, the Open button, the Quick Print button, and so on.
00:53However, if you want to make more extensive changes or make changes that aren't
00:56available through this menu, you can click More Commands.
01:01You can use the controls on the Customize page of Excel Options dialog box to
01:04add or remove commands from the Quick Access Toolbar, change the order of those
01:08commands, and choose whether to save your customizations for every workbook you
01:11open in Excel or just for the current workbook.
01:14So, let's say, for example, that I wanted to add the Print Preview button to the
01:17Quick Access Toolbar.
01:19To do that, I would look under the Popular Commands list here. There are other
01:23lists available that give you commands from all of the tabs on the Ribbon.
01:26Home, Insert, Page Layout, and so on, but in this case, I'll select from the
01:30Popular Commands list.
01:31I'll click Print Preview and click Add.
01:35Now that the command is on the Quick Access Toolbar, I can remove it.
01:39If I want to do that, I just click it, and then click Remove or I can change its
01:43order or its placement on the Quick Access Toolbar.
01:45So for example, with Print Preview selected, I can click the Up button to move
01:49it up or the Down button to move it down.
01:52If I want to revert to the original Quick Access Toolbar configuration, I can
01:56click the Reset button and that will change it back, but in this case, I want to
02:00leave the Print Preview button up there, so I'll click OK.
02:04And the Print Preview button appears.
02:06If you buy or create Excel add-in modules, you'll find that they affect the user
02:09interface differently than they did in Excel 2003.
02:11For example, in this case, we have the Add-Ins tab on the Ribbon, which appears
02:17after you install an add-in.
02:18When you click it, you'll see the add- ins that are installed on this computer.
02:22When you move from Excel 2003 to Excel 2007, you get a lot of new
02:26capabilities in the user interface that's designed to help new users discover
02:29the program's built-in features.
02:31But the tradeoff is that Excel 2007 represents the first version of the Ribbon, and
02:35your customizations from 2003 won't work the same way.
Collapse this transcript
Creating macro-enabled workbooks and templates
00:00Macros offer you the ability to extend Excel's functionality and work more
00:04efficiently by automating repetitive tasks.
00:06When you're ready to record a macro, click the View tab on the Ribbon, click the
00:11Macros button, and then click Record Macro. Type in the name for your macro.
00:16In this case, I'll call it MakePurple, press OK, and now Excel is in recording mode.
00:22This is exactly like it happened in Excel 2003.
00:25So I will change this cell here to be 18 pt, bold, and I'll make the text
00:36purple, hence the name of the macro. That looks right.
00:39So I can click here in the bottom left -hand corner where I click it to stop
00:43recording, or if you prefer, you to go back to the View tab, click Macros, and
00:49click Stop Recording.
00:51If you'd like more control over workbook automation, you can display the
00:54Developer tab on the Ribbon.
00:55The Developer tab doesn't appear on the Ribbon by default, but you can display it
00:59by clicking the Office button, clicking Excel Options, and then on the
01:03Popular tab, and then click the Show Developer tab in the Ribbon checkbox.
01:07When you are done, click OK, and you'll see the Developer tab has been added.
01:11On the Developer tab, you'll find more tools that you can use to control
01:15your macro code, and also that you can use to create and add controls to your workbook.
01:20After you record your macro, you'll need to save your workbook as
01:23a macro-enabled file.
01:24There are two macro-enabled file formats in Excel 2007:
01:27.XLSM, which is a macro-enabled workbook, and .XLTM, which is a
01:33macro-enabled template.
01:35To save a workbook in a macro-enabled format, click the Office button, point to
01:39Save As, and then click Excel Macro-Enabled Workbook.
01:44Then in the Save As dialog box, you can type a name for your file. I'll call it
01:48finished because I've recorded my macro, and everything else looks correct.
01:52So I can just press Enter to save it.
01:54As in Excel 2003, you can record a macro and run that macro by clicking a toolbar button.
01:59Though in Excel 2007 that button must appear on the Quick Access Toolbar.
02:03After you record a macro, you can open the Customize page of the Excel Options
02:08dialog box and then in Choose commands from, click Macros and you'll see a list
02:15of all the macros that are available.
02:17In this case, there's just one, and that is MakePurple.
02:19So I'll click it, and then click the Add button to add it to the Quick Access Toolbar.
02:23When you are done, you can click OK.
02:27And now if you want to run the macro, let's say that I changed these colors back,
02:35take away the bold.
02:39When you are ready to run the macro, you can just click the button on the Quick
02:42Access Toolbar, and Excel applies the changes.
02:45You can save an Excel 2007 Workbook that contains a macro as a 2003 .XLS file,
02:50 and assuming the code you created will run in 2003, you can use the
02:54macros in Excel 2003.
02:56However, if you attempt to save a .XLS file that contains a macro as a .XLSX file,
03:01Excel displays a warning message indicating that you must save the file
03:05using a macro-enabled format.
03:06If you or your company uses add-ins to enhance Excel's capabilities, you'll find
03:10that they appear on a new Ribbon tab called Add-Ins.
03:13You can manage your add-ins by clicking the Office button, clicking Excel
03:16Options, and then clicking Add-Ins.
03:19To enable or disable Add-Ins, you can click the Go button at the bottom of the
03:23Excel Options dialog box, and then select the checkbox next to the name of any
03:28Add-In that you want to add, or you can clear the checkbox next to the name of
03:31an Add-In that you want to remove.
03:33When you are done, click OK.
03:36One serious downside to macros in Excel 2007 is that because the charting team
03:40didn't finish their work until very late in the development cycle,
03:43the programmability team didn't have time to hook up the charting object model to
03:47the Macro Recorder.
03:48The result is unfortunately you can't record chart related macros in Excel 2007.
03:53Excel 2007 macros work very similarly to those in Excel 2003, with the main
03:58limitations being that you must save your workbooks in a macro-enabled format,
04:01and that you can't add toolbar buttons to the user interface other than on the
04:05Quick Access Toolbar.
Collapse this transcript
Conclusion
Goodbye
00:00Thanks a lot for your interest in Migrating from Excel 2003 to Excel 2007.
00:05I hope you've learned a lot, and I hope the material in this course has made the
00:08transition from 2003 to 2007 easier for you.
00:11Getting used to the Ribbon does take a little bit of time but once you do,
00:14I think you'll find that it's well worth to study.
00:17Thanks again and best of luck with Excel 2007.
Collapse this transcript


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