Compatibility Mode in Excel (Find, Check, Save, and Turn Off)

In this Excel tutorial, you’ll learn the essential features regarding the compatibility mode in Excel. You will learn how to save a document, check its compatibility status, find the compatibility mode of an Excel file, leave compatibility mode, and turn off the compatibility mode.

We used the Microsoft 365 version in our workbook; however, the Compatibility Mode option is available in Excel 2010 and all newer versions to handle documents created in Excel 97-2003 file formats (xls).

In today’s data-driven world, Compatibility Mode in Excel plays an essential role, particularly when individuals use various versions of the software. Certain features available in a newer version of Excel might not be compatible with an older one. This mode makes sure that files work well for everyone, even if they have old software or different versions of Excel. It helps people work together without problems and makes sure data is handled smoothly.

Overview image of compatibility mode in Excel

Click the image for a detailed view.


Download Practice Workbook


What Is Compatibility Mode in Excel?

Compatibility Mode in Excel is a feature that helps you to work with older Excel files (pre-Excel 2007) on newer Excel versions. It ensures the original formatting and features are preserved, which makes it possible to edit and save without losing data or functionality. This is useful when you want to share with people who have old Excel or when new Excel stuff doesn’t work with the old files. However, you won’t have access to the latest Excel features and functions while in Compatibility Mode.


How to Find Compatibility Mode of Excel Document?

A user cannot tell the compatibility status of an Excel document by simply looking at it. Excel has a compatibility checker to determine the document’s compatibility mode.

  • First, click on the File option of the Excel document.

Going to File tab

  • Next, go to the Info tab.
  • Click on the Check for Issues drop-down box and select Check Compatibility from the list.

Selecting Check Compatibility option

  • It will open the Microsoft Excel-Compatibility Checker dialog box.
  • Click on the Select versions to show drop-down menu to view all the compatible Excel versions for the document.

Viewing compatible Excel versions

So, this version is compatible with all versions of Excel.


How to Check If a Document Is in Compatibility Mode in Excel?

It’s important to see if a document is in Compatibility Mode in Excel. This helps you know about any limits and issues that might come up when using older versions of the software.

  • To check if a document is in compatibility mode, right-click on the Excel document and select Properties from the list.
Selecting Properties

Click the image for a detailed view.

  • It will open the Properties dialog box. Watch the Type of file option from the General tab.
  • If the document is in compatibility mode for all versions of Excel, it will show Microsoft Excel 97-2003 Worksheet (.xls) in the Type of file option.

Checking compatibility mode


How to Save a Document in Compatibility Mode in Excel?

By saving a document in compatibility mode, users can work together in the same file without any problems regardless of the versions they are using.

  • To save an Excel file in compatibility mode, first, go to the File tab.

Going to File tab

  • Next, click on the Save As option and go to the Save as type drop-down menu.
Going to Save As option

Click the image for a detailed view.

  • From the list, choose the file format that works with the version of Excel you plan to use or share the document with.
  • For instance, choose Excel 97-2003 Workbook (*.xls) if you wish to save it in Excel 97-2003 compatibility mode.
  • By using this file format, people who have Excel 97, 2000, 2002 (XP), or 2003 installed on their PCs can open and modify the document.
Selecting File format

Click the image for a detailed view.

  • Click on the Save button to save the document in compatibility mode.
Click on the Save button

Click the image for a detailed view.

  • It will open the Microsoft Excel – Compatibility Checker dialog box. Click on the Continue option.

Clicking Continue button

  • Thus, the document is saved in the compatibility mode you chose.

Output after saving it in compatibility mode


How to Leave Compatibility Mode of Excel Document?

You might not be able to use all of Excel’s features in a worksheet that is in compatibility mode. Therefore, you may wish to leave the compatibility mode to make the worksheet fully functioning.

  • First, go to the File tab.

Going to File tab

  • Next, click on the Info tab and then click on the Convert button in the Compatibility Mode option.
Clicking Convert button

Click the image for a detailed view.

  • It will open the Save As file dialog.
  • Click on the Save button to remove the compatibility mode.
Leaving compatibility mode

Click the image for a detailed view.


How to Turn Off Compatibility Mode in Excel?

When files are opened in Compatibility Mode, some newer features might be disabled or work differently to maintain compatibility with older versions of Excel. By turning off the Compatibility Mode, you can use all the latest features, functions, and formatting options available in the current version of Excel.

  • To turn off the compatibility mode, first, go to the File tab.

Going to File tab

  • Click on the Options menu at the bottom left corner.

Clicking Options

  • It will open an Excel Options window panel. Next, go to the Save option.
  • Click on the drop-down menu of the Save files in this format.
  • Choose Excel Workbook(*.xlsx) from the list.
  • Next, click on the OK button to turn off the compatibility mode.
Turning off compatibility mode

Click the image for a detailed view.


Conclusion

In conclusion, Compatibility Mode in Excel is a helpful feature for managing files and transitioning between different versions of the program. By using this mode, you can work with files from older Excel versions without problems. This ensures data security and prevents issues with things not functioning together. With compatibility mode, you can work together, and share files smoothly, even if you use different Excel versions. However, you won’t have access to the latest features and functions introduced in the newer versions of Excel while in this mode. So, you need to ensure that all the features you are using are compatible with those older versions.

If you have any further queries, feel free to ask in the comment section below or on our forum. Thank you for reading this article!


Frequently Asked Questions

1. When does Compatibility Mode activate in Excel?

Answer: Compatibility mode is activated when you use a more recent version of Excel (such as Excel 2016, 2019, or 365) to open a file created in an earlier version of Excel (such as the.xls format).

2. What are the limitations of the Compatibility Mode?

Answer: The compatibility mode has a few limitations. Some features available in the newer versions of Excel may be disabled in this mode. Additionally, you cannot save files in specific formats that are exclusive to the newer versions of Excel (e.g., .xlsx or .xlsm).

3. Can I edit files in Compatibility Mode?

Answer: Yes, you can edit files in compatibility mode. However, if you want to use the newer features of Excel, you’ll need to convert the file to the latest format.


Compatibility Mode in Excel: Knowledge Hub


<< Go Back to Workbook in Excel | Learn Excel

Get FREE Advanced Excel Exercises with Solutions!
Sishir Roy
Sishir Roy

Sishir Roy, a recent graduate in Civil Engineering from Bangladesh University of Engineering and Technology, has dedicated over a year to the ExcelDemy project. As an Excel and VBA Content Developer, he has authored 50+ articles, updated 100+, and solved complex Excel VBA challenges. Excelling in troubleshooting and simplifying problems, his love for diverse problem-solving and aiding others is evident in his keen interests in Data Analysis, Advanced Excel, VBA Macro, and Excel Power Query, enriching the project's... Read Full Bio

We will be happy to hear your thoughts

Leave a reply

Advanced Excel Exercises with Solutions PDF

 

 

ExcelDemy
Logo