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#1
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Excel 2007 General Question
My company is converting to Excel 2007 from 2003 tomorrow. There has been no
planning, discussion, or thought given to this process. I am a Financial Analyst that lives in Excel all day every day. I have thousands of files with Financial Statements, models, scenarios, etc. and I have dozens of macros created to run some automated processes. My questions a Can anyone give me some general guidance on what I should do first in 2007? Do I need to open and save as '2007' all of my existing files? Will my 2003 macros in my 'Personal' macro book still work? I know this seems silly, but I'm a nervous wreck, as I just don't have the time to learn how to do every little thing (I have many custom toolbars with dozens of custom buttons created to faciliate my work, can I still do this?) Thanks Tondos |
#2
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Excel 2007 General Question
I wouldn't convert my files all at once. And if I had to share the workbook
with users of old versions of excel, then I'd want to make sure that I saved new changes in the older version anyway. I would bet that the vast majority (maybe all???) of your macros will work as-is. I don't have anything in my personal.xla workbook that had to be modified for xl2007. But if you have any toolbars that are modified/created, you'll see them in the Addins group of the ribbon. And the biggest change in your upgraded life will be to get used to that ribbon. Many (most power users???) have trouble transitioning. But lots of people who have used the ribbon for a week like it better than the old toolbars. This page has interactive help for going from an Excel 2003 menu item to its 2007 equivalent: http://office.microsoft.com/en-us/ex...491511033.aspx ======== I did move my personal.xla file from its old location, though. I opened xl2007, went to the VBE (alt-f11), showed the immediate window (ctrl-g) and typed this: ?application.startuppath To know where to move it. ps. My bet is that in a week or two, you'll be breathing easier--maybe muttering questions on where to find stuff, but not in too bad shape. (But your mileage may vary <vbg.) pps. If you want to learn about modifying the ribbon, you can start at Ron de Bruin's site: http://www.rondebruin.nl/ribbon.htm http://www.rondebruin.nl/qat.htm -- For macros for all workbooks (saved as an addin) or http://www.rondebruin.nl/2007addin.htm Tondos wrote: My company is converting to Excel 2007 from 2003 tomorrow. There has been no planning, discussion, or thought given to this process. I am a Financial Analyst that lives in Excel all day every day. I have thousands of files with Financial Statements, models, scenarios, etc. and I have dozens of macros created to run some automated processes. My questions a Can anyone give me some general guidance on what I should do first in 2007? Do I need to open and save as '2007' all of my existing files? Will my 2003 macros in my 'Personal' macro book still work? I know this seems silly, but I'm a nervous wreck, as I just don't have the time to learn how to do every little thing (I have many custom toolbars with dozens of custom buttons created to faciliate my work, can I still do this?) Thanks Tondos -- Dave Peterson |
#3
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Excel 2007 General Question
Hi Tondos
First why do you not convert one machine first to test it ????? You can run your 2003 files in 2007 without any problems for 99.99% There are no toolbars anymore in 2007 but if it is correct you can find the buttons in the Add-in tab. Maybe you like this option to add a custom menu in the QAT for the macros in your personal file http://www.rondebruin.nl/qat.htm In Excel 2007 your personal file is named personal.xlsb and not xls but if you copy the xls in the XLstart folder it will open this file and you can use the code. But I suggest to do a SaveAs as personal.xlsb Open the personal.xls Unhide the file SaveAs as xlsb Hide Save You can convert all your 97-2003 files if you want like this See the last section on this page http://www.rondebruin.nl/2007filesin2003.htm -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "Tondos" wrote in message ... My company is converting to Excel 2007 from 2003 tomorrow. There has been no planning, discussion, or thought given to this process. I am a Financial Analyst that lives in Excel all day every day. I have thousands of files with Financial Statements, models, scenarios, etc. and I have dozens of macros created to run some automated processes. My questions a Can anyone give me some general guidance on what I should do first in 2007? Do I need to open and save as '2007' all of my existing files? Will my 2003 macros in my 'Personal' macro book still work? I know this seems silly, but I'm a nervous wreck, as I just don't have the time to learn how to do every little thing (I have many custom toolbars with dozens of custom buttons created to faciliate my work, can I still do this?) Thanks Tondos |
#4
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Excel 2007 General Question
ps.
You may want to try to convince your IT folks(??) that you have mission critical workbooks that must not be broken. Then convince them to give you a second pc (for a little bit) with xl2007 on it. If they balk at that, tell them you want both xl2003 and xl2007 on your current pc. Make sure you install it in a separate folder and make sure you choose to keep the old version. Or you may want to look at using some sort of virtual machine that allows you to install a second logical pc on that same hardware. Then install office 2007 on that virtual machine. I use a virtual pc for office 2007, but spend most my time in xl2003. But if you can get them to install both versions of office, I think I've read that only one version of Outlook can be installed. Ron de Bruin will read this <vbg and verify it--and even recommend which to version of Outlook to use (I hope!). Ron?????? Dave Peterson wrote: I wouldn't convert my files all at once. And if I had to share the workbook with users of old versions of excel, then I'd want to make sure that I saved new changes in the older version anyway. I would bet that the vast majority (maybe all???) of your macros will work as-is. I don't have anything in my personal.xla workbook that had to be modified for xl2007. But if you have any toolbars that are modified/created, you'll see them in the Addins group of the ribbon. And the biggest change in your upgraded life will be to get used to that ribbon. Many (most power users???) have trouble transitioning. But lots of people who have used the ribbon for a week like it better than the old toolbars. This page has interactive help for going from an Excel 2003 menu item to its 2007 equivalent: http://office.microsoft.com/en-us/ex...491511033.aspx ======== I did move my personal.xla file from its old location, though. I opened xl2007, went to the VBE (alt-f11), showed the immediate window (ctrl-g) and typed this: ?application.startuppath To know where to move it. ps. My bet is that in a week or two, you'll be breathing easier--maybe muttering questions on where to find stuff, but not in too bad shape. (But your mileage may vary <vbg.) pps. If you want to learn about modifying the ribbon, you can start at Ron de Bruin's site: http://www.rondebruin.nl/ribbon.htm http://www.rondebruin.nl/qat.htm -- For macros for all workbooks (saved as an addin) or http://www.rondebruin.nl/2007addin.htm Tondos wrote: My company is converting to Excel 2007 from 2003 tomorrow. There has been no planning, discussion, or thought given to this process. I am a Financial Analyst that lives in Excel all day every day. I have thousands of files with Financial Statements, models, scenarios, etc. and I have dozens of macros created to run some automated processes. My questions a Can anyone give me some general guidance on what I should do first in 2007? Do I need to open and save as '2007' all of my existing files? Will my 2003 macros in my 'Personal' macro book still work? I know this seems silly, but I'm a nervous wreck, as I just don't have the time to learn how to do every little thing (I have many custom toolbars with dozens of custom buttons created to faciliate my work, can I still do this?) Thanks Tondos -- Dave Peterson -- Dave Peterson |
#5
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Excel 2007 General Question
Ron and Dave,
Thanks so much to both of you. I've been reading your expert advice for a long time, and I really value what you have to say. Your advice has helped me countless times! Thank you very much. Per your first point, Ron, I've been pushing to upgrade to 2007 for 18 months, utilizing a logical test-phased approach. That way we could iron out the kinks and become familiiar with it. Especially since I'm the only true power user in the group. Well...what can I say? I'm not the boss, and I don't necessarily make this level of decision (I make the Finance decisions.) Anyway, I already run two PC's and a virtual, so I should be covered there, as I'm definitely going to need to keep 2003 for some time until we're all up to speed. And as soon as the install is done, I'll check out your sites for the customization, add-ins, etc. Thanks, again, guys, I really appreciate it! (and I'll probably be asking again over the next few weeks!) "Ron de Bruin" wrote: Hi Tondos First why do you not convert one machine first to test it ????? You can run your 2003 files in 2007 without any problems for 99.99% There are no toolbars anymore in 2007 but if it is correct you can find the buttons in the Add-in tab. Maybe you like this option to add a custom menu in the QAT for the macros in your personal file http://www.rondebruin.nl/qat.htm In Excel 2007 your personal file is named personal.xlsb and not xls but if you copy the xls in the XLstart folder it will open this file and you can use the code. But I suggest to do a SaveAs as personal.xlsb Open the personal.xls Unhide the file SaveAs as xlsb Hide Save You can convert all your 97-2003 files if you want like this See the last section on this page http://www.rondebruin.nl/2007filesin2003.htm -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "Tondos" wrote in message ... My company is converting to Excel 2007 from 2003 tomorrow. There has been no planning, discussion, or thought given to this process. I am a Financial Analyst that lives in Excel all day every day. I have thousands of files with Financial Statements, models, scenarios, etc. and I have dozens of macros created to run some automated processes. My questions a Can anyone give me some general guidance on what I should do first in 2007? Do I need to open and save as '2007' all of my existing files? Will my 2003 macros in my 'Personal' macro book still work? I know this seems silly, but I'm a nervous wreck, as I just don't have the time to learn how to do every little thing (I have many custom toolbars with dozens of custom buttons created to faciliate my work, can I still do this?) Thanks Tondos |
#6
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Excel 2007 General Question
Correct one Outlook version Dave
Use Outlook 2007 because it have no problems with security warnings if you want to mail with code, see : http://msdn.microsoft.com/en-us/library/bb226709.aspx -- Regards Ron de Bruin http://www.rondebruin.nl/tips.htm "Dave Peterson" wrote in message ... ps. You may want to try to convince your IT folks(??) that you have mission critical workbooks that must not be broken. Then convince them to give you a second pc (for a little bit) with xl2007 on it. If they balk at that, tell them you want both xl2003 and xl2007 on your current pc. Make sure you install it in a separate folder and make sure you choose to keep the old version. Or you may want to look at using some sort of virtual machine that allows you to install a second logical pc on that same hardware. Then install office 2007 on that virtual machine. I use a virtual pc for office 2007, but spend most my time in xl2003. But if you can get them to install both versions of office, I think I've read that only one version of Outlook can be installed. Ron de Bruin will read this <vbg and verify it--and even recommend which to version of Outlook to use (I hope!). Ron?????? Dave Peterson wrote: I wouldn't convert my files all at once. And if I had to share the workbook with users of old versions of excel, then I'd want to make sure that I saved new changes in the older version anyway. I would bet that the vast majority (maybe all???) of your macros will work as-is. I don't have anything in my personal.xla workbook that had to be modified for xl2007. But if you have any toolbars that are modified/created, you'll see them in the Addins group of the ribbon. And the biggest change in your upgraded life will be to get used to that ribbon. Many (most power users???) have trouble transitioning. But lots of people who have used the ribbon for a week like it better than the old toolbars. This page has interactive help for going from an Excel 2003 menu item to its 2007 equivalent: http://office.microsoft.com/en-us/ex...491511033.aspx ======== I did move my personal.xla file from its old location, though. I opened xl2007, went to the VBE (alt-f11), showed the immediate window (ctrl-g) and typed this: ?application.startuppath To know where to move it. ps. My bet is that in a week or two, you'll be breathing easier--maybe muttering questions on where to find stuff, but not in too bad shape. (But your mileage may vary <vbg.) pps. If you want to learn about modifying the ribbon, you can start at Ron de Bruin's site: http://www.rondebruin.nl/ribbon.htm http://www.rondebruin.nl/qat.htm -- For macros for all workbooks (saved as an addin) or http://www.rondebruin.nl/2007addin.htm Tondos wrote: My company is converting to Excel 2007 from 2003 tomorrow. There has been no planning, discussion, or thought given to this process. I am a Financial Analyst that lives in Excel all day every day. I have thousands of files with Financial Statements, models, scenarios, etc. and I have dozens of macros created to run some automated processes. My questions a Can anyone give me some general guidance on what I should do first in 2007? Do I need to open and save as '2007' all of my existing files? Will my 2003 macros in my 'Personal' macro book still work? I know this seems silly, but I'm a nervous wreck, as I just don't have the time to learn how to do every little thing (I have many custom toolbars with dozens of custom buttons created to faciliate my work, can I still do this?) Thanks Tondos -- Dave Peterson -- Dave Peterson |
#7
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Excel 2007 General Question
I was also recently forced to switch. The others are right... The ribbon is a P.I.T.A. to get used to. The link below really helped me out alot. It gives back the old version of the excel menu and allows the user to also still keep the ribbon. I relied heavily on this for awhile, until I got used to the ribbon. Give it a try. UBitMenu http://www.ubit.ch/software/ubitmenu-languages/ "Tondos" wrote: My company is converting to Excel 2007 from 2003 tomorrow. There has been no planning, discussion, or thought given to this process. I am a Financial Analyst that lives in Excel all day every day. I have thousands of files with Financial Statements, models, scenarios, etc. and I have dozens of macros created to run some automated processes. My questions a Can anyone give me some general guidance on what I should do first in 2007? Do I need to open and save as '2007' all of my existing files? Will my 2003 macros in my 'Personal' macro book still work? I know this seems silly, but I'm a nervous wreck, as I just don't have the time to learn how to do every little thing (I have many custom toolbars with dozens of custom buttons created to faciliate my work, can I still do this?) Thanks Tondos |
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