Please Note: This article is written for users of the following Microsoft Excel versions: 97, 2000, 2002, and 2003. If you are using a later version (Excel 2007 or later), this tip may not work for you. For a version of this tip written specifically for later versions of Excel, click here: Setting a Default File Format.

Setting a Default File Format

Written by Allen Wyatt (last updated March 14, 2026)
This tip applies to Excel 97, 2000, 2002, and 2003


Normally, Excel saves your worksheets in the workbook format that is appropriate for the version of the software you are using. This means that your worksheets are stored in a peculiar way that is understood by your version of Excel, but may not be understood by other programs—including earlier versions of Excel.

If you do a lot of work with people who use other versions of Excel or who use a different spreadsheet program, you may want to specify a different default file format for your files. Excel makes this easy; just follow these steps:

  1. Choose Options from the Tools menu. Excel displays the Options dialog box.
  2. Make sure the Transition tab is selected. (See Figure 1.)
  3. Figure 1. The Transition tab of the Options dialog box.

  4. Use the Save Excel Files As drop-down list to select a default file format.
  5. Click on OK.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (2968) applies to Microsoft Excel 97, 2000, 2002, and 2003. You can find a version of this tip for the ribbon interface of Excel (Excel 2007 and later) here: Setting a Default File Format.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

MORE FROM ALLEN

Creating and Naming a Worksheet Using a Macro

You can use macros to make your common Excel tasks easier and faster. For instance, if you routinely need to create new ...

Discover More

Remembering a Custom Color

Word allows you to define a custom color when you are working with text or with other elements in your documents. The ...

Discover More

Printing a Worksheet List

Want a list of all the worksheets in your workbook? Here's a short, handy macro that will place all the worksheet names ...

Discover More

Program Successfully in Excel! This guide will provide you with all the information you need to automate any task in Excel and save time and effort. Learn how to extend Excel's functionality with VBA to create solutions not possible with the standard features. Includes latest information for Excel 2024 and Microsoft 365. Check out Mastering Excel VBA Programming today!

More ExcelTips (menu)

Checking for the Existence of a File

The data stored in a worksheet can often correspond to information external to that worksheet. For instance, you might ...

Discover More

Selectively Importing Records

Want to easily control which records get imported from a text file into Excel? It's easy to do when you write the macro ...

Discover More

Setting the AutoRecover Directory

Excel, by default, periodically writes information to AutoRecover files that can help protect your data in case Excel is ...

Discover More
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

View most recent newsletter.

Comments

If you would like to add an image to your comment (not an avatar, but an image to help in making the point of your comment), include the characters [{fig}] (all 7 characters, in the sequence shown) in your comment text. You’ll be prompted to upload your image when you submit the comment. Maximum image size is 6Mpixels. Images larger than 600px wide or 1000px tall will be reduced. Up to three images may be included in a comment. All images are subject to review. Commenting privileges may be curtailed if inappropriate images are posted.

What is six minus 4?

There are currently no comments for this tip. (Be the first to leave your comment—just use the simple form above!)


This Site

Got a version of Excel that uses the menu interface (Excel 97, Excel 2000, Excel 2002, or Excel 2003)? This site is for you! If you use a later version of Excel, visit our ExcelTips site focusing on the ribbon interface.

Newest Tips
Subscribe

FREE SERVICE: Get tips like this every week in ExcelTips, a free productivity newsletter. Enter your address and click "Subscribe."

(Your e-mail address is not shared with anyone, ever.)

View the most recent newsletter.