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 September 22, 2018)
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.

  3. Use the Save Excel Files As drop-down list to select a default file format.
  4. 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

Counting Colors from Conditional Formats

Conditional formatting is a great way to make sure that your information looks a particular way, even if the information ...

Discover More

Setting Page Margins

When getting ready to print your worksheet, you may want to take a moment to check what margins Excel will use on the ...

Discover More

Using a Portion of a Document's Filename in a Header

Headers and footers add a nice finishing touch to a document you plan on printing. You may want all sorts of information ...

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)

How Excel Treats Disk Files

Workbooks are loaded from disk files, but workbooks aren't the only type of files that Excel can load. This tip provides ...

Discover More

Saving in Two Locations

When you save a workbook to disk, you may want to automatically save a duplicate workbook in a separate location. This ...

Discover More

Comma-Delimited Differences for PC and Mac

When you choose to save worksheet data in CSV format, Excel gives you three choices for file formats. Those choices are ...

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.

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

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 three more than 1?

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.

Links and Sharing
OUR COMPANY
OUR PRODUCTS
OUR SITES
 

Copyright © 2025 Sharon Parq Associates, Inc.