To get the best overall Excel experience, you'll use Excel desktop for some features and Excel Online for others. In this video, learn how to make optimal use of both Excel Online and Excel desktop.
- The best way to maintain a seamless integration between Excel online and Excel desktop is to try and make all of your changes first in Excel online and only if you get stuck, should you open up the desktop app. And if you'd like to follow along with me, then I suggest you have XOL simple chart open. Okay. Let's go ahead and make a relatively simple change to this chart by selecting it and under chart tools clicking on chart, let's say select legend and then show legend at rod. Okay. That was relatively simple to do wasn't it? However, not every feature change such as say changing chart styles is available here in Excel online. To do this, we need to open up the file in Excel desktop. So let's go ahead and do it by clicking on open in desktop app and when prompted select open Excel. And in a matter of moments, the file has been opened in Excel desktop. Now, rather than making too many changes at once, let's say make one at a time. In this case, I'm going to change the chart style. To do this simply select the chart, then select chat design and under quick layout, let's go ahead and select site layout two. And you can see that a number of changes have been made to the chart. Now let's go ahead and save the file by clicking on the cross at the top right hand side of the screen. And when prompted select resume editing here, and this allows us to keep using the file in Excel online. As you can see, the changes that we made to the chart style in Excel desktop have been kept intact, even though we're now in Excel online. Now, if you've made a mistake, it's really easy to restore the file to a previous version. And that's how we maintain a seamless integration between Excel online and Excel desktop.
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