Learn how to prepare an existing Excel desktop workbook for use in Excel Online, and what to expect with the features that will be compatible.
- [Narrator] Many of you will be wondering if it's possible to take and existing Excel Desktop workbook and use it in Excel Online. The good news is, this is really straight forward to do. If you'd like to follow along with me then have OneDrive open and be ready to open the file XOL ExistingModel. This file was one that was created in Excel Desktop, copied into OneDrive, but yet to be opened in Excel Online. Let's go ahead and open the file by simply left clicking on it. Once the file has been opened in Excel Online, you may see an information ribbon box appear at the very top of the screen in yellow.
If you don't see this message, then your workbook is ready to use in Excel Online. Otherwise, if you would like to know more about the features that will and won't be compatible between Excel Desktop and Excel Online, then select Learn More. If you're concerned about losing functionality such as activate X controls, then close the file before proceeding further. Otherwise click on the X at the very right hand side of the screen and then click on the drop down box next to edit workbook, and select edit in browser. At this point you'll be presented with a dialogue box saying edit a copy with a question mark.
We want to select edit a copy and you'll be prompted to create a new file name. I tend to use the default which has the extension, editable. I'm not going to click on save, and the file will automatically reopen in Excel Online. It is now ready to be used continuously in Excel Online. As you can see, drop down boxes are functional. I'm selecting C seven and clicking on the drop down box, and I'm going to do the same on cell C nine, as you can see drop down boxes are functional.
Now let's go to the reports tab, and you will notice that number of reports have already been prepared. And if we click on one of the slices for example, on the left hand side of the screen. You'll notice that the charts are functional. I'm just left clicking on one of the options under Cost Center. And you will see that the chart is automatically adjusting as we select different cost centers. Now let's close the file by clicking on the cross at the very top of the tab. And if we navigate back into OneDrive, you will see the new file has appeared and the modified date was just a few seconds ago.
The next time that we open up this file by left clicking on it, you'll notice that the yellow information ribbon no longer appears and this means that our file is ready to be used seamlessly between Excel Desktop and Excel Online.
- Creating and editing workbooks
- Using Excel Online shortcuts
- Integrating the desktop version of Excel
- Sharing workbooks and assigning access privileges
- Creating and editing charts
- Designing and creating forms