Instructor Josh Rischin shows how to prepare an existing Excel desktop workbook for use in Excel Online, and what to expect with features that are compatible.
- [Instructor] Many of you will 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. If you'd like to follow along, have OneDrive open and be ready to open up XOL Existing Model. What I've done is copy XOL Existing Model into OneDrive from my desktop. If we open up the file by simply clicking on it, you may notice an information ribbon box appear at the very top of the screen. And this lets us know about the features that will and won't be compatible between Excel desktop and Excel Online.
If you're concerned about losing functionality, then close the file before proceeding further. Otherwise, click on the cross to the very right of the screen and then select Edit Workbook, Edit in Browser. At this point you'll be prompted to edit a copy of the file. Click on edit a copy and I'm just going to leave the default selection Editable and then click on Save. The file is now being saved and is ready for use in Excel Online. Once the file has been opened, what you'll notice is the dropdown boxes are still functional, you'll notice that the conditional formatting works, and if you navigate to the Reports tab, and then select on the one of the options under our slicer, the chart automatically updates for each selection that we make.
Let's close the file be clicking on the cross and this returns us into OneDrive. At this point you'll need to refresh the screen to see the new file appear. Once you can see the new file appear, simply open it by clicking on it. What you'll notice when you open up this version of the file is the information ribbon doesn't appear and this means our existing Excel desktop workbook is ready for 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 browser version, Excel Online. It emphasizes features that work differently in Excel Online. For basic Excel guidance, please see Learning Excel 2016 or Excel 2016 Essential Training.
- Creating and editing workbooks
- Integrating the desktop version of Excel
- Sharing workbooks and assigning access privileges
- Creating charts
- Designing forms and surveys