Use both Excel & Sheets: Best practices (2024)

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Use both Excel & Sheets: Best practices (1)

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Use both Excel & Sheets: Best practices (2)

On this page

  • Work with Excel files in Drive
  • Use Excel and Sheets together
  • Edit Excel files in Sheets
  • Import Excel data into Sheets
  • Convert Excel files to Sheets
  • Share a copy of a Sheets file in Excel format

Work with Excel files in Drive

Use both Excel & Sheets: Best practices (3)

There are different ways to work with Microsoft Excel files. You can:

  • Import Excel data into Sheets. Learn more
  • Convert Excel files to Sheets. Learn more
  • Edit Excel files in Drive without converting them. Learn more
  • Convert Sheets files to Excel or other formats. Learn more

Use both Excel & Sheets: Best practices (4)

Use Excel and Sheets together

Use both Excel & Sheets: Best practices (5)

If your team uses Microsoft Excel and Sheets, here are some best practices for when to use each product.

Convert existing Excel spreadsheets to Sheets if:

  • You need to collaborate or simultaneously edit with your team.
  • Your dataset is 5 million cells or fewer.

Continue working in your existing Excel spreadsheets if:

  • Your dataset is greater than 5 million cells.
  • You’re using the Hyperion add-on with Excel.
  • If you use rare chart types, such as 3D pyramid charts or pie-of-pie charts.

Use both Excel & Sheets: Best practices (6)

Edit Excel files in Sheets

Use both Excel & Sheets: Best practices (7)

Open an Excel file from Drive and edit it in Sheets. Any changes you make are saved in the original Excel format.

Chrome Browser only

  1. Make sure the Office Editing for Docs, Sheets, & Slides extension is not installed:
    1. Open Chrome Browser and in the top-right corner, click MoreUse both Excel & Sheets: Best practices (8)Use both Excel & Sheets: Best practices (9)More ToolsUse both Excel & Sheets: Best practices (10)Extensions.
    2. If you see the Office Editing for Docs, Sheets, & Slidesextension, click Remove.
  2. In Drive, double-click an Excelfile.

    A preview of your file opens.

  3. At the top, click Open with Google Sheets.

You can now edit, share, view version history, collaborate in real-time with others, and more. All changes you make are saved to the original Microsoft Office file.

Import Excel data into Sheets

Use both Excel & Sheets: Best practices (11)

You can import data from an Excel file to a new (orexisting) Sheets file. Your Excel file won’t be changed,even as you change the Sheets file.

  1. In Sheets, create a new or open an existing spreadsheet.
  2. Click FileUse both Excel & Sheets: Best practices (12)Import.
  3. Choose the Excel file and click Select.
  4. Choose an import option:
    • Create new spreadsheet
    • Insertnew sheet(s)
    • Replacespreadsheet
  5. Click Import data.
  6. If prompted, click Open now.

Use both Excel & Sheets: Best practices (13)

Convert Excel files to Sheets

Use both Excel & Sheets: Best practices (14)

Instead of importing data, you can convert an Excel file to Sheets and keep working on it in Sheets. Your Excel file won’t be changed.

  1. OpenDriveand double-click an Excel file.

    A preview of your file opens.

  2. At the top, click Open with Google Sheets.
  3. Click FileUse both Excel & Sheets: Best practices (15)Save as Google Sheets.

To automatically convert all future uploads of Office files to Google Sheets:

  1. In Drive, at the top, click Settings Use both Excel & Sheets: Best practices (16)Use both Excel & Sheets: Best practices (17)Settings.
  2. Next to Convert uploads, turn on Convert uploaded files to Google Docs editor format.

    Note: Previously uploaded files will not be converted.

In Drive, you’ll see the Excel file and the new Sheets file. You can keep the Excel file or delete it. If you keep the Excel file, to avoid confusion, you can rename it to something like [Archived] My doc.xls.

Tip: Use these icons to quickly differentiate Sheets and Excel files in Drive:

Use both Excel & Sheets: Best practices (18)Sheets Use both Excel & Sheets: Best practices (19)Excel

Use both Excel & Sheets: Best practices (20)

Share a copy of a Sheets file in Excel format

Use both Excel & Sheets: Best practices (21)

You can work on a spreadsheet in Sheets and then send a copy by email as an Excel file (or a PDF).

  1. In Sheets, open the file.
  2. Click FileUse both Excel & Sheets: Best practices (22)Email as attachment.
  3. Under Attach as, choose MicrosoftExcel.

  4. Enter the email address, subject, and message.
  5. (Optional) Check the Send a copy to myself box.
  6. Click Send.

You can also download a copy of the Sheets file in Excel, PDF, CSV, ODS, or other formats.

  1. In Sheets, click FileUse both Excel & Sheets: Best practices (23)Download as.
  2. Select the file format you want to download.

Use both Excel & Sheets: Best practices (24)

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Use both Excel & Sheets: Best practices (2024)

FAQs

How to sync Excel with Google Sheets? ›

Import Excel data into Sheets
  1. In Sheets, create a new or open an existing spreadsheet.
  2. Click File. Import.
  3. Choose the Excel file and click Select.
  4. Choose an import option: Create new spreadsheet. Insert new sheet(s) Replace spreadsheet.
  5. Click Import data.
  6. If prompted, click Open now.

Do Excel and sheets work the same? ›

Google Sheets vs Excel: What is the difference? Both of them structure data in tabular format. In other words, the data is in the form of rows and columns. The major difference between Excel and Google Sheets is that you can share the link of Google Sheets with anyone and they can edit the file.

What are the best practices for co authoring? ›

Use AutoSave

The coauthoring features work best when AutoSave is enabled. For workbooks saved in OneDrive or SharePoint, it's enabled by default. If you want to make changes without saving them or making them visible to others, try opening your workbook in read-only mode.

What are the limitations of Google Sheets vs Excel? ›

Data analysis

Google Sheets has a large library of formulas, but lacks some statistical tests and functions. It's a good choice for basic data analysis, but it may not be suitable for more complex analyses. Excel is a powerful tool for data analysis, with a wide range of functions and features.

Can Google Sheets and Excel work together? ›

You can import data from an Excel file to a new (or existing) Sheets file. Your Excel file won't be changed, even as you change the Sheets file. In Sheets, create a new or open an existing spreadsheet. Import.

How can I link Google Sheets to Excel in real time? ›

These are the steps:
  1. Open your Google Sheet.
  2. Click File, then Share.
  3. Next, select Publish to the Web.
  4. Select the format you want to save your sheet in.
  5. Click Publish and copy the link.
  6. Next, open your Excel spreadsheet and click Data, then From Web.
  7. Paste in your copied Google Sheets link, and click Import.
Feb 27, 2024

Is it better to learn Excel or Sheets? ›

Google Sheets and Microsoft Excel are similar programs and share many common features. Google Sheets is a better program for beginners than Microsoft Excel, but other aspects of the software set it apart from its competitors. Google Sheets is best for: Collaboration.

What can Excel do that Sheets Cannot? ›

In addition, Google Sheets lacks some of Excel's most notable functions. This includes Macros, graphs, data visualizations, keyboard shortcuts linked to documents for Excel, add-ins, and filtering, which are staples of Excel use.

What is the disadvantage of Google Sheets? ›

Top 10 Cons and Disadvantages of Using Google Sheets
  • Performance with Large Data Sets. ...
  • Limited Formatting Options. ...
  • Inconsistent Pivot Tables. ...
  • No Spell Check. ...
  • Limited Analytical Functionality. ...
  • Reliance on Internet Connectivity. ...
  • Glitches and Bugs. ...
  • Subpar Chart and Graphics Options.
Dec 10, 2023

What is the difference between shared workbooks and co-authoring? ›

Important: "Shared Workbooks" is an older feature that allows you to collaborate on a workbook with multiple people. This feature has many limitations, and has been replaced by co-authoring. Excel co-authoring is available in Microsoft 365 Apps Excel desktop client and Excel for the Web for Microsoft 365 subscribers.

How can I be a good coauthor? ›

Here are some strategies we've developed over the years.
  1. Start with a strong (flexible) plan. ...
  2. Build safe space into your co-author writing routine. ...
  3. Trade off the hard parts. ...
  4. Embrace Google Docs for co-authoring. ...
  5. Schedule regular check-ins with an agenda. ...
  6. Getting support.
Jan 19, 2024

Is co-authoring good? ›

There are endless opportunities for conflict, and co-writing isn't always the productivity hack it's advertised to be. That said, working with another writer can also be deeply rewarding, a lot of fun, and a unique way to improve your craft. It's also a writing process that comes with built-in accountability.

Why do people prefer Excel over Google Sheets? ›

Advanced features of Excel vs. Google Sheets. Microsoft Excel has many functionalities you can't find in Sheets, like complex macros and data visualization. Excel is a better option for power users.

Do most companies use Excel or Google Sheets? ›

The majority of businesses rely on Microsoft Excel to meet their numerous and diverse spreadsheet needs. Excel, however, is less than ideal for business needs, due to the program's great inherent error risks and high management overhead.

Can you do vlookup in Google Sheets? ›

If you have known information on your spreadsheet, you can use VLOOKUP to search for related information by row.

Can Google Sheets pull data from Excel automatically? ›

Automation via Google Scripts: Setting Up Auto-Convert

Google Apps Script is a powerful tool that allows you to automate various tasks within Google Workspace, including the conversion of Excel files to Google Sheets.

Can you link Google Sheets to Excel file? ›

In Excel, click on the Data tab and select From Web. A pop box will appear. Paste the URL from the Google Sheets doc into the box. Click OK, and when the data appears, click Load.

How to convert Excel to Google Sheets automatically? ›

Hit the Settings cog in the top right, then Settings in the dropdown menu. Once you're on the Settings screen, look for an option called Convert uploads to Google Docs editor format. With that box checked, any Excel document you upload to Google Drive will automatically be covered to a Google Sheet.

How do I automatically sync Excel files with Google Drive? ›

3 ways to sync Excel to Google Drive automatically
  1. Get and install the Drive for Desktop desktop client on your computer. ...
  2. Choose My Computer on the left menu. ...
  3. Tick the box in front of the Sync with Google Drive option. ...
  4. Finally, click on the Save button.

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