Upgrading Your Personal Workbook

by Allen Wyatt
(last updated April 3, 2017)

The Personal.xls workbook has historically been used to store macros and customizations that you want shared among all the workbooks on the system. Barbara updated to Office 2007, but her company has dictated that files created in Excel 2007 be saved in Excel 2003 format since many of their clients have not yet upgraded. Barbara is wondering if she should continue to use Personal.xls as the personal macro workbook or copy all macros to Personal.xlsb.

Honestly, you can't make that choice in Excel 2007. If you are using the program, all of your macros that previously were stored in Personal.xls should be transferred to your new Personal.xlsb file. Why? Because the Personal.xlsb file is for use on your machine, so there is no issue of backward compatibility for your clients. Workbooks that you save in the older Excel 2003 format will continue to save just fine and be readable by your clients using the older version of Excel.

If, however, you have clients with whom you need to share the macros in your Personal.xlsb file, and they aren't using Excel 2007, then you will need to unhide the workbook and save it in the older format explicitly. It is this older format that you will save with them, and such saving will still not affect the Personal.xlsb file on your system.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (6157) applies to Microsoft Excel 2007.

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

Using Consistent References

Some text references need to be consistent in many places throughout a document. Learn different ways you can ensure that ...

Discover More

Determining a Random Value

Random values are often needed when working with certain types of data. When you need to generate a random value in a macro, ...

Discover More

Custom Menu Stays, but Options Disappear

It can be disconcerting when a custom menu you've used for years suddenly loses all the options it previously contained. Here ...

Discover More

Save Time and Supercharge Excel! Automate virtually any routine task and save yourself hours, days, maybe even weeks. Then, learn how to make Excel do things you thought were simply impossible! Mastering advanced Excel macros has never been easier. Check out Excel 2010 VBA and Macros today!

More ExcelTips (ribbon)

Upgrading Personal.xls to Excel 2007

When upgrading to Excel 2007, you may wonder how you can convert your older Personal.xls file to something that can be used ...

Discover More

Changes in Excel's Color System

The introduction of Excel 2007 included the introduction of a lot of changes to the venerable spreadsheet program. One of ...

Discover More

Finding Excel 2007 Commands

Flummoxed by the new Excel 2007 interface? You aren't alone, but there is help. Microsoft has made available a handy Excel ...

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}] in your comment text. You’ll be prompted to upload your image when you submit the comment. 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 2 + 1?

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.