How to Convert a Workbook in Microsoft Excel 2016

When you open an older Excel file, you might notice that it opens in Compatibility Mode. This mode ensures older features remain compatible, but it also limits access to newer Excel tools and formatting options. To enjoy all the new features of Excel 2016 or later, you can convert your workbook into the latest file format.

What Does Converting a Workbook Mean?

Converting a workbook means updating an older Excel file format (like .xls) to the newer .xlsx format. The newer format supports modern Excel features such as charts, sparklines, conditional formatting, and advanced formulas.

Why Should You Convert Your Workbook?

Here are a few reasons why converting is beneficial:

• You can use all the latest Excel 2016 features.
• Your workbook will work faster and more smoothly.
• Improved file security and performance.
• Better compatibility with other Office applications.
• Reduced file size with the modern .xlsx format.

Steps to Convert a Workbook in Excel 2016

Follow these simple steps to convert your workbook:

1. Open the Workbook
   Open the Excel file you want to convert. If it’s an older version, it will open in Compatibility Mode.
2. Click the File Tab
   Go to the top-left corner and click the File tab. This opens the Backstage view.
3. Select the Convert Command
   In the Info section, you’ll see a message about Compatibility Mode. Click the Convert button to start updating your workbook.
4. Choose the Save Location
   A Save As dialog box will appear. Choose the folder where you want to save your converted file.
5. Enter a New File Name
   Type a new name for your workbook to avoid replacing the original file (optional).
6. Click Save
   Finally, click the Save button. Your workbook will now be in the latest Excel format (.xlsx).

Benefits After Converting

Once you convert your workbook, you can:

• Use advanced Excel functions like Power Pivot and Power Query.
• Insert modern charts, icons, and shapes.
• Enjoy improved collaboration features with others using newer Excel versions.
• Protect and share your workbook more securely.

5 FAQs on How to Convert a Workbook in Excel 2016

1. Will converting a workbook change my data?

No, converting doesn’t change your data. However, some older formatting or features might look a bit different in the newer format.

2. Can I still open my old Excel files after converting?

Yes, you can open both the old (.xls) and new (.xlsx) files anytime. Converting simply creates a modern version.

3. What if the Convert option doesn’t appear?

If the workbook is already in the latest format, the Convert option won’t be available. You’re already using the updated version.

4. Is it possible to convert multiple files at once?

Excel doesn’t offer a built-in bulk convert option, but you can manually convert each file or use VBA scripts for automation.

5. Can I convert a workbook back to an older format?

Yes, you can save your workbook in an older format using the “Save As” option and selecting Excel 97-2003 Workbook (*.xls).

Conclusion

Converting a workbook in Microsoft Excel 2016 is a quick and simple process. It ensures you can use the latest features, improve performance, and maintain compatibility with other modern tools. Always keep a backup of your original file before converting. Once updated, you’ll notice how much smoother and more powerful Excel becomes.