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

Jumping to a Relative Section

Navigating through a long document can be challenging, at times. Here's a way you can move forward or backwards in your ...

Discover More

Using Mandatory Form Fields

When using form fields to gather information from users of your documents, you may want to make sure that some of the ...

Discover More

Changing Page Number Format

Need your page numbers to not appear as regular Arabic numerals? Here's a way to get them to appear in a different ...

Discover More

Program Successfully in Excel! John Walkenbach's name is synonymous with excellence in deciphering complex technical topics. With this comprehensive guide, "Mr. Spreadsheet" shows how to maximize your Excel experience using professional spreadsheet application development tips from his own personal bookshelf. Check out Excel 2013 Power Programming with VBA today!

More ExcelTips (ribbon)

Moving Subtotals

When you add subtotals to a worksheet, Excel typically places them in the same column that you are subtotaling. If you ...

Discover More

Inserting a Sound File in Your Worksheet

Some worksheets are better understood through the spoken word or with musical accompaniment. Sound files can be easily ...

Discover More

Using Revision Tracking

Want to keep track of the changes other people make to your workbook or even your own changes? Excel makes gathering this ...

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 three less than 4?

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.