First thing to do when switching from Excel 2003 to 2007/2010

is to know where are the old menus and toolbar icons!!!

I guess there are still a lot of of Excel 2003 users in Hong Kong, mainly in workplaces.  No idea if it is also common in other cities. There are so many reasons for not upgrading.  Not to my surprise, one of the most commonly heard reasons is the resistance to change.

As an ordinary user, I am sure you would feel more frustration than excitement on the first day you switched from Excel 2003 to 2007/2010/2013.  Before you could appreciate the benefits from (just to name a few)

  • the enhanced features in Conditional Formatting
  • the variety and functionality of new Functions
  • the introduction of Table in 2007
  • the introduction of Slicer in 2010
  • the improvement in Auto Filter
  • so on and so forth

you probably faced difficulties in basic stuff like Printing and Page Setup… 😦  Does it sound familiar?

If you just switched from Excel 2003, or are planning to do so, the first thing you should do is to spend time to get yourself familiarized with the new Interface – the Ribbon.

Let’s see where are those “File”, “Edit”, “Insert”, “Format” etc in the new Excel. (note: Excel 2002 and 2010 being used in the following screenshots).

File

Image

Image

Seems not a drastic change.

Edit 

Image

Edit goes Home.

View

Image

  • For “Header and Footer…”, go to Page Layout tab
  • For “Comments”, go to Review tab

Basically, View is View.

Insert

Image

A lot of migration happened to “Insert”  ~_~

 

Format

Image

Format goes Home.

 

Tools

ImageImage

So many changes to Tools… @_@

 

Data

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Well, Data is still Data.  Except PivotTable.

 

Windows

Image

Windows goes View.

 

Chart Tools and PivotTable Tools

Image

 

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Note: Pay attention to the Ribbon.   Corresponding tools are available when an object is selected.

 

What about Right Click Menu??

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We don’t need it at all as most of them have been grouped into different tabs of the Ribbon.

No?! There are something icons not being found on any tabs on the Ribbon.

 

You are correct.  Maybe that’s what Quick Access Toolbars (QAT) for!

Image

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Btw, more customization can be made to Ribbon in Excel 2010.

 

So far, I hope I have outlined the major changes in layout between the old and new Excel.  If you are eager to learn more, I would highly recommend you the following:

http://blogs.office.com/2010/11/16/switching-to-excel-2010-start-here/

http://office.microsoft.com/en-us/excel-help/rev-up-to-excel-2010-upgraders-guide-to-excel-2010-HA102011565.aspx

This free ebook from Bill Jelen (also known as Mr Excel) is simply awesome!!! 🙂

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