Excel > Excel 2007 Foundation > Creating a workbook

Saving the workbook

It is good practice to save your workbook as soon as you can, and then to regularly save it to protect against data loss.

To save your document click the Save icon on the Quick Access Toolbar or press Ctrl + S. If you are saving the workbook for the first time, the Save As dialogue box will appear.

Saving a 2007 Excel workbook

Select a location to save the workbook in, and an appropriate name which will make recognising this workbook easy in the future, and click Save.

The Title Bar now displays the name of the workbook.

Workbook name on the Title Bar

From now on whenever you save the workbook, Excel will just update the workbook previously saved.

Saving in a Previous Version

Excel 2007 workbooks use a different file format to previous versions of Excel. This can cause some compatibility issues when users of previous versions open Excel 2007 workbooks.

It is possible to save the workbook in the 97-2003 file format so that it is more widely compatible.

Click the Office Button > Save As > Excel 97-2003 Workbook

Save as previous version

The Save As dialogue box will appear as before. Select a location to save the workbook in and an appropriate name and click Save.

When saving a workbook in a previous format the Compatibility Checker will identify any potential problems.

In the example below it has identified the use of some conditional formatting within the workbook. It warns us that some of the conditional formatting is not supported and that another condition will not function fully.

Excel compatibility checker

You then have the option to either continue or to cancel your save.

Once saved, the Compatibility Checker can be run at anytime. Click the Office Button, Prepare and then Run Compatibility Checker.

Run the Excel compatibility checker

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