Checking for Version Compatibility

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 Office 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.)



Figure 1. The Compatibility Checker

6. 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, Excel in Microsoft 365, and 2021.