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Excel 2007 upgrade with external links

Posted on 2011-09-21
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Our accounting group is on office 2003 and we are planning to upgrade to Office 2007.  The problem that we are foreseeing is that they have a lot of excel spreadsheets with external links.  Some of the master copies have external links and the external  links are linked to other external links.  If we upgrade the master workbooks to 2007, what would happen to the external links (and those linked to them)?  I've read the following article (http://support.microsoft.com/kb/925893) but it says it willl prompt to update the links.  What does that mean?  Does it upgrade the excel spreadsheets to 2007 or do the documents stay in 2003 but just reflect to the new master workbook that is in 2007.  Then what happens when I upgrade the external workbooks to 2007?    Thanks for working on this one.
MIke
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Question by:mike1023
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by:John Hurst
ID: 36573548
>>> but it says it willl prompt to update the links.  What does that mean? <--- Just as it says - it will update links

>>> Does it upgrade the excel spreadsheets to 2007 or do the documents stay in 2003 <--- This is your choice. The default is to upgrade the spreadsheet, but you can change this and that is independent of links.

>>> but just reflect to the new master workbook that is in 2007.  Then what happens when I upgrade the external workbooks to 2007?  <--- You just need be careful that features are not used in the master that are not backward compatible with V2003.

I am using Excel V2010 with sheets with external links elsewhere on the server and I have no difficulties with this. I still use the old format for overall compatability. ... Thinkpads_User
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by:mike1023
ID: 36573664
Ok thanks for the reply, it looks like the best solution would be to upgrade all the excel documents to 2007 then open the master documents and update the external links.  Since none of the documents have been opend before in 2007, we won't have any issues with using backward compatiable features that won't work.  One concern that I may have is, since the external links are now formated to .xlsx, will updating the links in the master work?  
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John Hurst earned 2000 total points
ID: 36573710
>>> One concern that I may have is, since the external links are now formated to .xlsx, will updating the links in the master work?  

It depends. If the master links were in the older format, they are upward compatible to any new version in any instance I have tried. No difficulty with this.

If the master links are now in xlxs format and you try to update from xls format (Excel 2003 or earlier), you would have to test. Make sure earlier versions of Excel have the compatability pack installed.

Now to the last question directly, it should work. If your new sheet is in xlxs format and you are getting a link to/from a master in earlier version, it should work. You need to test your specific circumstance, but in general, this all works for me.  ... Thinkpads_User
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by:mike1023
ID: 36573806
Ok thanks for the response.
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by:John Hurst
ID: 36573816
You are most welcome and I was pleased to assist. I have this all working, so good luck with your links as well.
... Thinkpads_User
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