Sunday, January 30, 2011

Switch to Excel 2010? Starts here ...

Anneliese Wirth

Blog Post today is brought to you by Anneliese Wirth, who writes on Excel to

There are a lot of great reasons to step up to the 2010 Excel workbook from an earlier version. Some of the new features — sparklines, slicers, PowerPivot — were enough for me personally for a dip. If you recently upgraded to Excel 2010, or are just to do it, I want you to know that we have available resources that can help you through the transition.

If you upgrade to Excel 2007, it doesn't take long to understand Excel 2010. For the lights, I recommend scanning What's New in Excel 2010 article or watching videos in brand switch to training of Excel 2010.

If you upgrade to Excel 2003, you will have a steeper learning curve because the Ribbon — supersized toolbar that replaces the old menus and toolbars. I went through the transition from the-tape of me after you upgrade to Excel 2007 (when the tape was introduced), so I understood the challenges here.

Use the following resources to understand where to find things on the Ribbon and get started with Excel 2010.

1. Menu in Excel 2010-tape guide an interactive guide to find Ribbon commands in Excel 2010. Click any element on a simulated version on a toolbar or menu in Excel 2003 and the Guide reveals the new location for the Ribbon element. This guide is particularly useful during the first few days after the upgrade.

Menu-to-ribbon guide

If you want to share this with others in your organization or use it when you are working offline, feel free to grab the downloadable version here.

2. The workbook in Excel 2010 Ribbon-Menu of Mapping if you feel the Guidebook as overkill, we have a simple working folder that maps each command in Excel 2003 to the corresponding position on the Ribbon.

Menu to ribbon workbook

3. Migration Guide of Excel 2010 this guide to eight pages, printable is addressed particularly to users of Excel 2003 that are moving to Excel 2010. We've reviewed feedback and questions from people who have already updated and that has turned into a light guide. Their pain, your gain!

Migration guide

4. upgrading to Excel 2010 an online training course consists of 8 instructional videos, a form of self-evaluation and a quick reference card.

Make the switch to Excel 2010 training course

If you need to train other people to use Excel 2010, you can also download the make the switch to Excel 2010. This course is available in PowerPoint format 2010 (.potx). Once you download it, you can add or remove slides, add custom branding elements or otherwise make your own.

5. Rev up to 2010 Excel: Excel 2010 expansions to Help a fantastic, a book of 250 free pages by Excel MVP Bill Jelen, and author of 34 books on Excel. (Yes, Bill is prolific, and can't think of a better person to learn from). If you want an overview from a true Excel experts, this is the resource for you. If 250 pages is too much, just take a look at "where to find commands in Excel 2010" on page 2 of this book, and you'll be well on your way.

Rev Up to Excel 2010 book

For more information about other books by Bill, visit the shop MrExcel.

If you have your own tips to share, or comments about any of these resources, I'd love to hear from you.

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