If you need to collaborate with anyone who doesn’t use Microsoft Excel, or perhaps an earlier version of Excel, you can probably save your data in a format they can read. Learn how to do just that in this video.
- [Instructor] If you need to collaborate with anyone who doesn't use Microsoft Excel, or perhaps, uses an earlier version of Excel, you can probably save your data in a format they can read. I'll show you how to do that in this movie. My sample file is the NewFormat workbook, and you can find it in the Chapter 10 folder as your exercise files collection. Let's say that I have a set of data, here in this table, and I want to save it so that individuals who don't have Excel 2019 can have access to it.
I need to do that within the Save As dialogue box, and I can get to that two ways. I can either open the File menu and click Save As, or I can use the keyboard shortcut of Command + Shift + S. So, I press Command + Shift + S, and that opens the Save As dialogue box. It looks a lot like the Save dialogue box, you can have a name for the file to where you want to save the file, and you can also select the file format, and this is what I'll focus on.
For the file format, the basic format is an Excel workbook, .xlsx. However, if you click that control, you'll see that you get a lot of different options. The most common are at the top. The first is for an older version of Excel, anything from 2004, all the way back to '97. If you save your Excel workbook using that file format, then there might be some features that'll be disabled, and also, some formulas that won't be included.
You can also save as a Comma-Separated Value file and CSV files are the most common way of interchanging data among programs. All you need to do is write down a value and put a comma after it, and there are ways to include commas and other punctuation, so you don't have to worry about, of errors getting in the way. You can also save as a webpage, although that's not done very much anymore, in Excel template, if you want to use the workbook as a base for other workbooks, a 97 through 2004 Template, and also, as a PDF file.
In this case, I will click the CSV or Comma-Separated Value. In this case, I don't need to create any options, and when I'm ready to save, I can just click Save, and I see a note, Possible Data Loss. Some features might be lost if you save this workbook in the comma-delimited or CSV format. To preserve these features, save it in an Excel file format. Okay, I'm not going to worry about that, so, rather than click Save As, to go back to the Save As dialogue box, I will close out the message bar.
So, now, I have saved this working copy of the file, as a Comma-Separated Value file. I still have my Excel workbook though, and so, if I need to do work, and I'm not worried about exporting it to a CSV, I can do so.
- Creating workbooks
- Manipulating cell data
- Sorting, filtering, and managing worksheets
- Using core functions and formulas
- Formatting worksheet elements
- Creating and managing conditional formats
- Working with charts
- Adding images and shapes
- Working with PivotTables
- Exporting workbooks
Skill Level Beginner
What you should know1m 11s
1. Getting Started with Excel
2. Managing Workbooks
3. Working with Worksheets, Cells, and Cell Data
4. Sorting, Filtering, and Managing Worksheets
5. Summarizing Data Using Formulas and Functions
6. Formatting Worksheet Elements
7. Working with Charts
8. Working with External Data and Objects
9. Exploring PivotTables
10. Reviewing and Sharing Spreadsheets
Further information1m 2s
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