Use Workbook Conversion to convert a workbook made in versions 3.1 through 3.4 of the Excel Add-in to be compatible with Series 4 versions.

Workbooks created in, or converted to be compatible with, Series 4 of the add-in are not backward compatible with Series 3.

If you convert a workbook to be compatible with Series 4, you can choose to save a back-up of the original workbook. You can use the back-up with the version of the Add-in it was converted from. 

To convert a workbook:

  1. Open a workbook created in Series 3 of the Excel Add-in.
  2. Select Workbook Conversion.
Keep the checkbox marked so you have a copy of your original workbook.
  1. You can select Keep a copy of the current workbook if you want to keep a back-up of your Series 3 workbook.
  2. Select OK.
    If you selected Keep a copy of the current workbook, a link to your back-up copy displays. The back-up saves into the same folder as the original workbook, with _backup appended to the end of the file name. 
Click the link to view where your backup copy is saved.
  1. Select Close.
    Your workbook is ready to use with Series 4 of the Excel Add-in.

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