Convert an Excel workbook

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:

Open a workbook created in Series 3 of the Excel Add-in.
Select Workbook Conversion.

Keep the checkbox marked so you have a copy of your original workbook.

You can select Keep a copy of the current workbook if you want to keep a back-up of your Series 3 workbook.
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.

Select Close.
Your workbook is ready to use with Series 4 of the Excel Add-in.

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