Checking for Version Compatibility

Written by Allen Wyatt (last updated January 22, 2025)
This tip applies to Excel 2016, 2019, 2021, 2024, and Excel in Microsoft 365


Jonathan notes that Excel has some great new worksheet functions in the Microsoft 365 version. However, he needs to create formulas that will be used by anyone using anything from Excel 2016 on. If someone sends Jonathan a workbook that they developed, he wonders if there is a way to check it to see if it uses worksheet functions that are unavailable in Excel 2016.

There's an easy way to do this using Microsoft 365. Once Jonathan receives the workbook, all he needs to do is to follow these steps:

  1. Open the workbook in Microsoft 365.
  2. Display the File tab of the ribbon.
  3. At the left side of the window, click Info.
  4. Click the Check for Issues button, just to the left of the Inspect Workbook heading. Excel displays three options in a drop-down list.
  5. Choose Check Compatibility. Excel displays the Compatibility Checker dialog box. (See Figure 1.)
  6. Figure 1. The Compatibility Checker

  7. Click Copy to New Sheet.

This is the simplest use of the Compatibility Checker, and it is the one that Jonathan will find most useful. A new worksheet is added to the workbook that provides details concerning compatibility with previous versions of Excel.

There are other controls in the Compatibility Checker, but they seem to be of limited value. Note the Select Versions to Show drop-down list. Supposedly you can use this to pick which versions of Excel you want evaluated. However, you can only de-select versions one at a time, meaning you need to click the Select Versions to Show drop-down list over and over again, once for each version whose status you want to change. Plus, your choices are not saved anywhere. They don't affect what is shown in the dialog box, they don't change what is shown in the "Copy to New Sheet" report, and they don't get saved if you choose to check compatibility when saving the workbook. In other words, they apparently do nothing.

The most value you'll get from the Compatibility Checker is to generate the new-worksheet report as already detailed. This is why I said it would be of the most worth to Jonathan, and it will let him know if the newly received workbook uses functions that may cause problems for older versions of Excel.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (2532) applies to Microsoft Excel 2016, 2019, 2021, 2024, and Excel in Microsoft 365.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Resize Graphics Outside of Excel

Graphics are a common addition to almost any workbook. If you need to change the size of your graphics (which Excel lets ...

Discover More

Rows in a PivotTable

PivotTables are used to analyze huge amounts of data. The number of rows used in a PivotTable depends on the type of ...

Discover More

Creating Hyperlinks from E-mail Addresses

Got a document that has a whole raft of e-mail address in it? You can easily convert all of them to clickable hyperlinks ...

Discover More

Dive Deep into Macros! Make Excel do things you thought were impossible, discover techniques you won't find anywhere else, and create powerful automated reports. Bill Jelen and Tracy Syrstad help you instantly visualize information to make it actionable. You’ll find step-by-step instructions, real-world case studies, and 50 workbooks packed with examples and solutions. Check out Microsoft Excel 2019 VBA and Macros today!

More ExcelTips (ribbon)

Creating Add-Ins

Want to create your own add-in? Excel makes it easy to do. Here are all the steps you need.

Discover More

Using Multiple Print Settings

Do you have a worksheet from which you need to print only portions of the data available? There are two ways you can ...

Discover More

Using Copilot

It seems that every company is in a race to add AI capabilities to their products. Microsoft is no exception, and that is ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is seven less than 8?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)


This Site

Got a version of Excel that uses the ribbon interface (Excel 2007 or later)? This site is for you! If you use an earlier version of Excel, visit our ExcelTips site focusing on the menu interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.