To ensure a workbook behaves properly in Excel Online, it helps to do a little legwork in the desktop app. In this video, learn how to prepare an existing Excel desktop workbook for use in Excel Online.
- [Narrator] Many of you may be wondering if it's possible to take an existing Excel Desktop workbook and use it in Excel Online. The good news is this is really straightforward to do. And if you'd like to follow along with me, then have OneDrive open and be ready to open up the file called XOL Existing. Now, this file is one that I've already created in Excel Desktop, but it hasn't been used. In fact, it's never been opened in Excel Online before. So if we go ahead and open up the file by simply clicking on it, at this point, you'll be prompted with a couple of information ribbons at the very top of the screen. Now, if for some reason you don't see this yellow ribbon appear, then it means that your file has already been opened in Excel Online and is ready to be used. But with a bit of luck, you'll actually see this appear. If you like, you can go ahead and click on Learn More, and this will give you some more information about the features that will and won't be compatible between Excel Online and Excel Desktop. And in fact, if you're concerned about the features that will and won't be retained when we open up this file in Excel Online, then simply go ahead and click on Learn More. Otherwise, click on the cross and then select Edit Workbook. And this will allow the file to be used in Excel Online. You'll notice at this point that we are prompted to Edit a Copy, which is essentially creating a new version. So let's actually select Edit a Copy. And if you like, you can change the default file name or leave the default one that has been provided to us and then select Save. And this means that the file has been saved and is ready to be used in Excel Online for the very first time. What you'll notice is the file automatically reopens. What you can see here is any dropdown boxes that we have created are able to be selected. And if we head across here to the Reports worksheet, you'll notice that we have the couple of charts and these things on the left are called slices. If we select them, it's kind of like applying a filter to the chart. And if we select a couple, by simply clicking on them, you'll notice that the charts automatically update. Okay, let's now go ahead and close the file by closing the browser that's open and you'll see that we are returned to OneDrive. The new file that we've created, called XOL Existing Editable has automatically been saved in OneDrive. Now let's actually reopen the file by selecting it. And what you'll notice is the information ribbon that appeared the very first time we opened the file doesn't appear anymore. And this means that the Excel Desktop workbook that we created and uploaded into OneDrive is now ready for ongoing use in Excel Online.
Note: This course is for users who know the basics of the Excel desktop app, but are new to the web version, Excel Online. It emphasizes features that work differently in Excel Online. For basic Excel guidance, please see Excel Essential Training (Office 365) or Learning Excel 2019.
- Using Excel Online shortcuts
- Customizing your view
- Integrating the desktop version of Excel
- Sharing workbooks in Excel Online and OneDrive
- Inserting and reviewing comments
- Creating and editing charts
- Working with PivotTables and PivotCharts