What each option does, where to find it on Windows and on a Mac, and whether it's worth changing. Type a setting name or the problem you're trying to fix, like "numbers turn into dates", then click an entry to expand it.
To open the options on Windows, choose File > Options. On a Mac, choose Excel > Preferences. There's also a keyboard shortcut for each.
How the mode gets changed is the confusing part. It's a setting for Excel itself, not for one file, but it's saved with each workbook, and Excel takes the mode of the first workbook you open in a session. Open a workbook someone saved in Manual mode first, and every workbook you open after it calculates manually too. If your formulas stop updating, check Formulas > Calculation Options on the ribbon, which changes the same setting.
In Manual mode, F9 calculates all open workbooks, and Shift + F9 (Fn + Shift + F9 on a Mac) calculates only the active sheet.
Where to find it
Recommendation
Keep Automatic. If a huge workbook recalculates too slowly, Manual can help while you work on it, but switch back before you save and share the file, or the next person may inherit Manual mode.
Last verified October 26, 2026
Like calculation mode, this setting is saved with each workbook, and the first workbook you open sets it for the session. To find and fix an accidental loop, see How to fix a circular reference error.
Where to find it
Recommendation
Keep it off unless you've built a circular calculation on purpose, like interest that depends on a balance that includes the interest. With it on, an accidental circular reference no longer triggers a warning, so a mistake can go unnoticed.
See also: Calculation mode
Last verified October 26, 2026
Excel warns that data will permanently lose accuracy when you turn it on, and the change applies to every sheet in the workbook.
Where to find it
Recommendation
Keep it off. It's sometimes suggested as a fix for floating-point errors, but rounding with the ROUND function exactly where you need it is much safer. See Floating-point errors in Excel.
Last verified October 26, 2026
Excel stores dates as numbers counted from a starting date (see Excel date), and the two systems are 1,462 days apart. Switching an existing workbook moves every date in it by four years and a day, and so does copying dates between workbooks that use different systems. If your dates are suddenly off by four years, check this setting in both workbooks.
Where to find it
Recommendation
Keep it off. The 1904 system only exists for compatibility with workbooks made by old Mac versions of Excel.
Last verified October 26, 2026
Where to find it
Recommendation
Keep it on. On a Mac it starts off, so turn it on. It makes large workbooks recalculate faster, and there's rarely a reason to turn it off.
Last verified October 23, 2026
The setting only matters in Manual calculation mode; in Automatic mode it's grayed out, because results are always current.
Where to find it
Recommendation
Keep it on. Turn it off only if you work in Manual mode on a workbook so large that recalculating at every save is a real cost, and remember to press F9 (Fn + F9 on a Mac) before you share it.
See also: Calculation mode
Last verified October 23, 2026
Like calculation mode, the style is saved with each workbook, and the first workbook you open in a session sets it. If your columns suddenly show numbers after you open a file someone sent you, that file was saved in R1C1 style. Turn this off to switch back.
Where to find it
Recommendation
Keep it off unless you have a reason to use it, like writing VBA that builds formulas. Formulas calculate the same either way; only the way references are written changes.
See also: Calculation mode
Last verified October 23, 2026
The rules include formulas that result in an error, numbers stored as text, and formulas that don't match the ones around them. Reset Ignored Errors brings back the triangles you've told Excel to ignore. For the errors themselves, see Excel formula errors.
Videos: How to set formula error checking options | Examples of flagged errors in formulas
Where to find it
Recommendation
Keep it on. If one rule keeps flagging things you don't care about, turn off that rule in the list under this setting instead of turning off checking altogether.
See also: Formulas inconsistent with other formulas in the region, Formulas which omit cells in a region, Numbers formatted as text or preceded by an apostrophe, Formulas referring to empty cells
Last verified October 28, 2026
Video: How to enter functions
Where to find it
Recommendation
Keep it on. The list saves typing and catches misspelled function names before they become #NAME? errors.
Last verified October 23, 2026
Where to find it
Recommendation
Turn it on if you write formulas. In a monospace font, characters that look alike in other fonts, like 0 and O or 1 and l, are easier to tell apart, and long formulas are easier to scan.
Last verified October 23, 2026
Storing a number as text is sometimes exactly what you want, for ZIP codes, IDs, and other codes. The quickest way, whatever your options are set to, is to type an apostrophe first: '00123 stays as text with its zeros. The apostrophe shows in the formula bar but not in the cell, and this rule flags the cell, which is why "preceded by an apostrophe" is in its name.
Video: How to enter numbers as text in Excel
This is one of the rules listed under background error checking, which has to be on for any rule to show.
Where to find it
Recommendation
Keep it on. A number stored as text looks normal but can be skipped by functions like SUM, and the triangle is often the only sign. If you store codes like 00123 as text on purpose, select the cells and choose Ignore Error.
See also: Enable background error checking
Last verified October 23, 2026
This is one of the rules under background error checking, which has to be on for any rule to show.
Where to find it
Recommendation
Keep it on. A formula that breaks the pattern is often a mistake, like a formula edited in one row only. When the difference is deliberate, choose Ignore Error for that cell.
See also: Enable background error checking
Last verified October 27, 2026
A formula that refers to an Excel Table can't miss new rows in the first place, because the table's references grow with it.
This is one of the rules under background error checking, which has to be on for any rule to show.
Where to find it
Recommendation
Keep it on. It catches a classic mistake: a total that misses a row added after the formula was written.
See also: Enable background error checking
Last verified October 28, 2026
Where to find it
Recommendation
Leave it off for everyday work, where many formulas point at cells that aren't filled in yet. Turn it on while you audit a finished model, to catch references that point at the wrong place.
See also: Enable background error checking
Last verified October 23, 2026
It's rarely on, but baffling when it is. The setting dates from the years when people moved from Lotus 1-2-3 to Excel, and it's saved with the worksheet. That's how it turns up today: in an old workbook, or a sheet copied from one, long after anyone remembers turning it on.
On Windows, the checkbox applies to the sheet chosen in the "Lotus compatibility Settings for" drop-down, so pick the sheet there first. The same section has Transition formula entry, which accepts formulas typed in Lotus 1-2-3 style. Leave that off too.
Where to find it
Recommendation
Keep it off. If one sheet's formulas give results that seem impossible, like a number stored as text multiplying to zero, check this setting for that sheet.
Last verified October 27, 2026
Read the full guide to automatic data conversion
Where to find it
Recommendation
If you work with IDs, part numbers, account numbers, ZIP codes, or similar codes, turn off the conversions that damage them. The leading-zero and 15-digit settings matter most, because the data they change can't be recovered: the zeros and the extra digits are gone.
Scientists have a particular reason to turn off date conversion. In 2020, the committee that names human genes renamed genes like SEPT1 and MARCH1 (now SEPTIN1 and MARCHF1), partly because Excel kept turning them into dates.
If you mostly enter real numbers and dates, the defaults are fine. And when a value only needs to look different, a number format is the better tool: see Custom number formats.
See also: Remove leading zeros and convert to a number, Keep first 15 digits of long numbers and display in scientific notation, Convert digits surrounding the letter "E" to a number in scientific notation, Convert continuous letters and numbers to a date
Last verified October 28, 2026
The setting only covers letters and digits with nothing between them. With it off, entries with a space or separator still become dates: 1/2, 1-2, JAN 1, JAN-1, and 3-Mar all convert. To keep one of those as text, type an apostrophe first ('1/2), or format the cells as Text before you enter the data.
Where to find it
Recommendation
Turn it off if you work with codes like part numbers, room numbers, or gene names. You lose little: dates people type almost always have a separator (1/2, Jan 1), and those still convert.
See also: Automatic data conversion
Last verified October 28, 2026
Whatever this is set to, typing an apostrophe first ('00123) keeps one entry as text, zeros and all. If the zeros are only for display, a number format can show them while the values stay numbers. See Add leading zeros to numbers.
Where to find it
Recommendation
Turn it off if you enter ZIP codes, IDs, account numbers, or other codes with leading zeros. Numbers you type without a leading zero aren't affected.
See also: Automatic data conversion
Last verified October 23, 2026
Excel stores numbers to 15 significant digits, so a longer number can't be kept as a number: every digit after the 15th becomes a zero. Text is the only way to keep them all. Whatever this is set to, typing an apostrophe first keeps one entry as text.
Where to find it
Recommendation
Turn it off. Numbers this long are almost always identifiers (credit card, tracking, and serial numbers) that you'll never do math with, and the digits the conversion removes can't be recovered.
See also: Automatic data conversion
Last verified October 23, 2026
Once an entry is converted, the original code is gone: nothing in 12000 says it was typed as 12E3. Whatever this is set to, typing an apostrophe first ('12E3) keeps one entry as text.
Where to find it
Recommendation
Turn it off if you enter codes with digits on both sides of an E, like part numbers, lot numbers, or sample IDs. Leave it on if you type numbers in scientific notation on purpose.
See also: Automatic data conversion
Last verified October 27, 2026
On Windows, Excel has no setting of its own: it uses the Windows date setting, which every program shares. With the current Windows default of 1950 to 2049, typing 1/1/49 gives 2049, and 1/1/50 gives 1950. Older versions of Windows used 1930 to 2029, so the cutoff on your PC may differ.
On a Mac, Excel has its own setting. Its default of 50 matches current Windows: years before 50 go to the 2000s, so 1/1/49 is 2049, and 1/1/50 is 1950.
Either way, the risk is the same: someone born in 1948, entered as 1/1/48, gets a birth date in 2048.
Where to find it
Recommendation
Type four-digit years, and this never matters. It matters most for birth dates and other historical dates, where a two-digit year can land in the wrong century.
Last verified October 28, 2026
The setting is for keying in long columns of currency amounts without typing the decimal point. Left on by accident, it's the usual reason typed numbers come out 100 times too small.
Where to find it
Recommendation
Keep it off. If you have a long column of amounts to key in, turn it on for that job, then turn it off again.
Last verified October 26, 2026
AutoComplete only suggests text, never numbers or dates. On a Mac, the AutoComplete pane has two more settings: whether to complete the closest match, and how many letters to type before suggestions appear.
Where to find it
Recommendation
Keep it on; it saves typing in lists with repeated values. The catch is the Enter key: to enter only what you typed, press Delete to clear the suggestion first.
Last verified October 26, 2026
Flash Fill writes values, not formulas, so the results don't change when the source data does.
Where to find it
Recommendation
Leave it on if the suggestions help. Turn it off if they keep appearing when you don't want them; the keyboard shortcut Control + E still runs Flash Fill on demand.
Last verified October 26, 2026
It only affects cells formatted as a percentage before you type. In any cell, you can also type the percent sign yourself: 5% is always 5%.
Where to find it
Recommendation
Keep it on. It lets you type percentages the way you say them. Just don't type a decimal out of habit: with it on, 0.05 means 0.05%, not 5%.
Last verified October 26, 2026
To be extended, a format or formula must appear in at least three of the five rows above the new one.
Where to find it
Recommendation
Keep it on. For lists you add to often, an Excel Table does the same job more reliably.
Last verified October 26, 2026
Formulas take the separator between arguments from the list separator in your computer's region settings, not from this setting. The exception: on Windows, if you make Excel's decimal separator the same character as the list separator (a comma in the US), Excel switches formulas to semicolons, so =SUM(1,2) becomes =SUM(1;2).
Where to find it
Recommendation
Keep it on unless you need Excel to use different separators from your other apps, for example to work with files from another country.
Last verified October 28, 2026
Where to find it
Recommendation
Leave it on if you use data types. Turn it off if the suggestions only get in the way.
Last verified October 23, 2026
The same group has legacy wizards for Access, the web, SQL Server, OData, XML, Data Connections, and Microsoft Query.
Where to find it
Recommendation
Turn it on if you prefer the old wizard for quick one-off imports, especially to mark a column as Text so leading zeros and long numbers survive. For imports you repeat, Power Query is the better tool.
See also: Automatic data conversion
Last verified October 23, 2026
To undo a single link right after Excel creates it, press Control + Z (Command + Z on a Mac): the link goes and the text stays. To make a link on purpose, use Control + K, or build one with the HYPERLINK function.
Where to find it
Recommendation
Turn it off if you keep email addresses or URLs as data: plain text is easier to select and edit. You can still add a link on purpose with Control + K (Command + K on a Mac).
Last verified October 26, 2026
The list is also a handy typing shortcut: add an entry of your own, like a short code for a long product name, and Excel expands it as you type.
The replacement happens when you type a space after the text, or press Enter. To keep one entry as typed, press Control + Z (Command + Z on a Mac) right after the replacement, before you press Enter. After Enter, Control + Z removes the whole entry instead.
Where to find it
Recommendation
Keep it on, and delete the list entries that get in your way instead, like (c) if you type labels such as (a), (b), (c). The list is shared by all Office apps, so a change applies to Word and Outlook too.
Last verified October 26, 2026
Where to find it
Recommendation
Leave it on if you type sentences in cells, like notes or comments. Turn it off if you enter codes or abbreviations with periods that Excel keeps capitalizing after.
Last verified October 26, 2026
On a Mac, the key is Return. The Mac key for entering without moving is Command + Return because, since macOS 15 (Sequoia), Control + Return opens a context menu.
Where to find it
Recommendation
If you enter data across rows, set Direction to Right. Otherwise the default is fine: whatever this is set to, Tab moves right, Shift + Enter (Shift + Return on a Mac) moves the opposite way, and Control + Enter (Command + Return on a Mac) enters the value without moving.
Last verified October 28, 2026
You don't need to change this setting to jump to a formula's inputs: the keyboard shortcut Control + [ selects them with the setting on or off.
Where to find it
Recommendation
Leave it on. Some financial modelers turn it off so that double-click jumps to a formula's inputs, but Control + [ does the same jump without giving up in-cell editing.
Last verified October 26, 2026
Nothing in Excel's options controls this. Scroll Lock is a keyboard state, so it stays on until you press the key again, even across workbooks.
Recommendation
Press the Scroll Lock key to turn it off. For keyboards without one, see How to turn off Scroll Lock in Excel.
Last verified October 23, 2026
A tip while it's on: double-click the fill handle to copy a formula down as far as the data in the next column goes, with no dragging. The setting under this one, Alert before overwriting cells, warns you before a drag replaces data that's already there.
Videos: How to use drag and drop in Excel | How to enter custom patterns with the fill handle in Excel
Where to find it
Recommendation
Keep it on. If the fill handle has disappeared, this setting is off: turn it back on.
Last verified October 23, 2026
Excel starts with four lists: day names and month names, each spelled out and abbreviated. Type any item from a list, drag the fill handle, and Excel continues the sequence, wrapping around at the end. With a list of North, South, East, West, filling from South gives East, West, North, South.
To add a list, type the items in the dialog, or select them on a worksheet and click Import. Custom lists belong to Excel on your computer, so they work in every workbook.
Custom lists also set a sort order. In the Sort dialog, choose Custom List under Order to sort by your list instead of alphabetically.
Videos: How to sort a pivot table with a custom list | Sort by custom list with SORTBY
Where to find it
Recommendation
Add a list for any series you type often, like regions, departments, or sizes (S, M, L, XL). Then type any item and drag the fill handle to fill in the rest, in order.
Last verified October 27, 2026
Where to find it
Recommendation
Keep it on. It costs one click and saves you from dropping a selection on the wrong cells.
See also: Enable fill handle and cell drag-and-drop
Last verified October 23, 2026
The setting under it, Show Insert Options buttons, controls the similar button that appears when you insert rows, columns, or cells.
Where to find it
Recommendation
Leave it on if you use it to switch a paste to values or formatting after the fact. Turn it off if the button gets in your way; Paste Special does the same job.
Last verified October 23, 2026
Where to find it
Recommendation
Leave it on if you use it. Turn it off if the button only gets in the way; you can always format new rows yourself.
See also: Show Paste Options button when content is pasted
Last verified October 23, 2026
Where to find it
Recommendation
Keep it off. Scrolling is what most people expect from the wheel, and Control + wheel zooms whenever you want it to. If your wheel suddenly zooms instead of scrolling, check this setting, and check that the Control key isn't stuck.
Last verified October 23, 2026
The setting dates from the years when people moved from Lotus 1-2-3 to Excel. The apostrophe is a Lotus label prefix, the mark that made an entry text, and Excel kept it: an apostrophe typed first still makes any entry text.
Where to find it
Recommendation
Keep it off. If an apostrophe appears in front of everything you type, this is the likely cause.
Last verified October 27, 2026
The setting belongs to the active worksheet and is saved with it, so turning it off on one sheet doesn't affect the others. A hidden zero looks exactly like an empty cell, which can be confusing later.
Where to find it
Recommendation
Leave it on, and use a custom number format when you want zeros hidden in specific cells. The format 0;-0;;@ hides zeros only where you apply it.
Last verified October 23, 2026
The theme applies to every Office app, not just Excel. Dark mode for the worksheet only changes what you see: the sheet still prints on white, and people you share it with see it in their own mode.
On a Mac, Excel follows the Mac's appearance setting. Check Turn off Dark Mode to keep Excel light while the rest of the Mac is dark.
Where to find it
Recommendation
For a dark worksheet, choose Black (or keep Use system setting with Windows in dark mode), then click View > Switch Modes.
Last verified October 27, 2026
Where to find it
Recommendation
Turn it off if you don't use Quick Analysis. When you do want it, the keyboard shortcut Control + Q opens it.
Last verified October 28, 2026
The setting belongs to the active worksheet, and the Gridlines checkbox on the View tab changes the same setting. Gridlines don't print either way; to print them, check Print under Gridlines on the Page Layout tab.
Where to find it
Recommendation
Leave gridlines on while you build a sheet. Turning them off is a quick way to make a finished report or dashboard look cleaner.
Last verified October 23, 2026
Focus Cell isn't in Excel's options: it's a button on the View tab, and the arrow beside it picks the highlight color. It's a recent addition, so if you don't see it, update Excel.
Where to find it
Recommendation
Try it on wide or long sheets, where it's easy to lose your place reading across a row. It's a one-click toggle, so you can turn it on only when you need it.
Last verified October 28, 2026
If only some cells show a formula instead of its result, this setting isn't the cause: those cells are probably formatted as Text, or the formulas start with an apostrophe. See Excel shows formula but not result.
Where to find it
Recommendation
Keep it off, and switch it on when you want to see how a sheet works: it's a quick way to audit formulas, spot a typed number where a formula should be, or print the formulas for review. The keyboard shortcut Control + ` (the grave accent, left of the 1 key) toggles it.
Last verified October 26, 2026
Where to find it
Recommendation
If dashed lines appeared after you printed or used Print Preview, Excel turned this on for you: turn it off to hide them. To see and adjust page breaks on purpose, use View > Page Break Preview instead.
Last verified October 26, 2026
If the formula bar is there but too short for a long formula, expand it with Control + Shift + U.
Where to find it
Recommendation
Keep it on. If the formula bar has disappeared, turn it back on here, or with the Formula Bar checkbox on the View tab, which changes the same setting.
Last verified October 23, 2026
Where to find it
Recommendation
Keep it on while you work. Turning headers off can tidy a finished dashboard or form, and the Headings checkbox on the View tab changes the same setting.
Last verified October 23, 2026
If only some tabs are missing, those sheets are probably hidden, which is a different thing: right-click any tab and choose Unhide.
Where to find it
Recommendation
Keep it on. If the tabs are missing and this setting is already on, the horizontal scroll bar may be covering them: drag the small handle at the left end of the scroll bar to the right.
Last verified October 23, 2026
Where to find it
Recommendation
Keep them on. If a scroll bar is missing, check these two settings.
Last verified October 23, 2026
The Mac has similar choices with different wording: no comments or indicators, indicators only and comments on rollover, or comments and indicators.
Where to find it
Recommendation
Keep the default. Hiding indicators makes it easy to miss that a cell has a comment.
Last verified October 23, 2026
Where to find it
Recommendation
Keep All. If your pictures and charts have vanished, this is the first thing to check. The keyboard shortcut Control + 6 switches objects off and on, and it's easy to press by accident.
Last verified October 26, 2026
Where to find it
Recommendation
Keep it on. The tip is the quickest reminder of argument order, and you can click a function's name in it to open its help page.
Last verified October 23, 2026
Where to find it
Recommendation
Keep it off unless you work in a right-to-left language like Arabic or Hebrew. If a sheet suddenly looks mirrored, this is the setting to check.
Last verified October 27, 2026
Where to find it
Recommendation
Keep it on. If the group buttons have disappeared, this is the setting, and the keyboard shortcut Control + 8 switches it.
Last verified October 26, 2026
Where to find it
Recommendation
Keep it on, unless previews make a very large workbook sluggish as you move the mouse over a gallery.
Last verified October 23, 2026
The checkbox used to be in the Display section of File > Options > Advanced. Current versions of Excel don't have it, so those guides no longer apply.
Recommendation
If Excel flickers, draws the screen badly, or leaves parts of the window blank, update Office and your graphics driver. That's the problem the old option worked around.
Last verified October 23, 2026
Microsoft hides the Developer tab by default, but much of Excel's automation lives there. The keyboard shortcut Alt + F11 (Fn + Option + F11 on a Mac) opens the Visual Basic editor whether or not the tab is showing.
Where to find it
Recommendation
Turn it on if you record macros, write VBA, or build forms with buttons and other controls. If you don't, you won't miss it.
Last verified October 27, 2026
Both come with Excel, so there's nothing to download: they're off until you check them here. On Windows, the list also has Analysis ToolPak - VBA, which is only for macros that call the ToolPak's tools; you don't need it to use them yourself.
The ToolPak writes its results as values, not formulas, so they don't update when your data changes. For a histogram that does, see Histogram with FREQUENCY.
Where to find it
Recommendation
Check the add-ins you need and leave the rest off. If a tutorial sends you to Data Analysis or Solver and the button isn't there, this is the fix.
Last verified October 27, 2026
The setting is a holdover from Lotus 1-2-3, where / opened the menu, and it only affects a slash at the start of an entry: 1/2 types normally, because the 1 has already started the entry.
Where to find it
Recommendation
Clear the box if you often type entries that start with a slash. If it's only now and then, press F2 first, then type the entry.
Last verified October 27, 2026
Either way, typing the address instead of clicking always gives a plain reference. On Windows, the same switch is also on the ribbon, at PivotTable Analyze > PivotTable > Options > Generate GetPivotData.
Where to find it
Recommendation
Turn it off if you want ordinary references. Leave it on if you build reports with GETPIVOTDATA on purpose: those formulas keep working when the PivotTable's layout changes, and plain references don't.
Last verified October 28, 2026
Where to find it
Recommendation
Turn it on. Automatic grouping adds fields you didn't ask for, and grouping dates yourself with Group Field on the PivotTable Analyze tab takes one click when you do want it.
Last verified October 23, 2026
Where to find it
Recommendation
Keep it on. Structured references are easier to read, and they adjust as the table grows. You can always type a regular reference instead of clicking.
Last verified October 28, 2026
If a table has stopped expanding, check this setting first. The AutoCorrect Options button that appears after an expansion offers Stop Automatically Expanding Tables, which turns this setting off for every table, not just the one in front of you.
To resize a table by hand, drag the handle at its bottom-right corner, or use Table Design > Resize Table.
Video: How Excel Table ranges work
Where to find it
Recommendation
Keep it on: automatic expansion is why formulas and charts built on a table pick up new data, and PivotTables pick it up when you refresh them. To skip it once, press Control + Z (Command + Z on a Mac) right after it happens, which undoes the expansion and keeps what you typed.
See also: Fill formulas in tables to create calculated columns
Last verified October 28, 2026
The AutoCorrect Options button that appears after the fill also offers "Stop Automatically Creating Calculated Columns". That doesn't just stop this one column: it turns this setting off for every table, and the only way to turn it back on is here.
Where to find it
Recommendation
Keep it on: one formula per column is much of the point of an Excel Table. To skip the fill just once, press Control + Z (Command + Z on a Mac) right after it happens, which undoes the fill and keeps your formula.
Last verified October 26, 2026
Where to find it
Recommendation
Keep it on. Picking a whole year or month is the common case, and a long flat list of dates is hard to use.
Last verified October 23, 2026
AutoSave only works for files in OneDrive or SharePoint. For a file on your computer, the AutoSave switch is off and grayed out. If AutoSave saves something you didn't want, File > Info > Version History can restore an earlier version.
Where to find it
Recommendation
Leave it on if you want every change saved. If you like to try something and then close without saving, turn it off and use the AutoSave switch for the files where you want it.
Last verified October 23, 2026
On a Mac, the setting is just on or off: there's no interval to set.
AutoRecover isn't a backup and doesn't save your file. On Windows, the setting under it, "Keep the last AutoRecovered version if I close without saving", rescues a workbook you closed with Don't Save by mistake: look in File > Info > Manage Workbook > Recover Unsaved Workbooks.
Where to find it
Recommendation
Keep it on. A shorter interval, like 5 minutes, loses less work after a crash.
Last verified October 23, 2026
Where to find it
Recommendation
Keep .xlsx. It's the format everyone can open, and you can still pick another format in Save As for the workbooks that need one.
Last verified October 23, 2026
Where to find it
Recommendation
Point it at the folder where you keep most of your workbooks, and you'll spend less time clicking through folders.
Last verified October 23, 2026
Where to find it
Recommendation
Turn it on if you keep your workbooks on your computer rather than in OneDrive.
See also: Default local file location, AutoSave files stored in the Cloud by default
Last verified October 23, 2026
Where to find it
Recommendation
Keep it on unless you edit CSV files all day and know exactly what CSV keeps.
See also: Automatic data conversion
Last verified October 23, 2026
Where to find it
Recommendation
Turn it on if you work from the keyboard: the classic dialogs are quicker to navigate. F12 opens the Save As dialog either way.
Last verified October 26, 2026
The checkbox under it, "Quickly access this number of Recent Workbooks", also lists that many recent files in the left pane of the File tab.
Where to find it
Recommendation
Keep the default. Set it to 0 only on a shared computer where the list shouldn't show what you've opened. Pinning a workbook keeps it in the list whatever the number.
Last verified October 23, 2026
DDE, Dynamic Data Exchange, is an old way for Windows programs to send each other commands. Opening a workbook you double-click in File Explorer can depend on it, which is why this setting can stop files from opening.
Where to find it
Recommendation
Keep it off. If double-clicked workbooks stop opening, this is one of the first things to check.
Last verified October 23, 2026
The choice is shared: change it in Excel, and Word and PowerPoint follow. It covers links you click in Word, Excel, PowerPoint, and Outlook. Links in Teams and other apps follow their own settings.
Where to find it
Recommendation
Choose Desktop if you want shared files in the full Excel app. To open just one file the other way, right-click its link.
Last verified October 27, 2026
Where to find it
Recommendation
Turn it off if you usually start with a blank workbook. Your recent files are still a click away in File > Open.
Last verified October 23, 2026
Where to find it
Recommendation
Keep 1. Adding a sheet takes one click on the + beside the sheet tabs, or Shift + F11 (Fn + Shift + F11 on a Mac), and empty sheets only clutter a file.
Last verified October 26, 2026
The default size is 11. For more control over new workbooks than a font, use a default template: see How to set a default template in Excel.
Where to find it
Recommendation
Leave Body Font unless you have a house style. A change applies only to new workbooks, after you restart Excel; existing files keep their fonts.
Last verified October 26, 2026
Careful with the name: the template must be Book.xltx, not Book1.xltx, which Excel silently ignores. For the full setup, including the names in other languages, see How to set a default template in Excel.
Where to find it
Recommendation
Create a folder of your own, point this setting at it, and save your default template there as Book.xltx. Every new workbook then starts with your fonts, styles, and page setup. It's much easier than finding XLStart, and it works the same way on Windows and Mac. Keep working files out of the folder: Excel opens every file in it.
See also: Default personal templates location
Last verified October 23, 2026
This folder is for templates you choose when you create a workbook. A template Excel applies automatically to every new workbook is a different thing: a file named Book.xltx in a startup folder. See At startup, open all files in and How to set a default template in Excel.
Where to find it
Recommendation
Keep the default, and save your templates there; it's the folder Excel suggests when you save a file as an Excel Template (.xltx). If your templates don't show up under Personal, check that this box points to the folder they're in.
See also: At startup, open all files in
Last verified October 27, 2026
Where to find it
Recommendation
Keep Normal View, and switch views from the View tab or the buttons at the bottom right of the window when you're setting up a printout.
Last verified October 23, 2026
The Mac version has three choices with slightly different names: disable all macros without notification, disable all macros with notification, and enable all macros.
Files downloaded from the internet are a separate case on Windows: Microsoft blocks the macros in them whatever this is set to, and shows a red bar instead. To allow one you trust, right-click the file in File Explorer, choose Properties, and check Unblock.
Where to find it
Recommendation
Keep the default, and click Enable Content only for files you trust. For a folder of your own macro workbooks, a trusted location (Trust Center > Trusted Locations on Windows) is safer than enabling all macros.
Last verified October 23, 2026
Two more settings sit under it, for files in potentially unsafe locations and for Outlook attachments. Both are on by default.
Where to find it
Recommendation
Keep it on. One click on Enable Editing is a small price for opening unknown files safely. For files you open from the same place every day, a trusted location is the better fix: files there skip Protected View.
Last verified October 23, 2026
A link to another workbook is a formula like ='[Budget.xlsx]Sheet1'!A1. With the default setting, a file opens showing the values saved with it, which can be out of date without looking it: in a test, a linked cell showed 5 while its source said 6, until Enable Content updated it.
To see a workbook's links, update them, or break them, use Data > Workbook Links (Edit Links in older versions).
Windows also has an older checkbox, Ask to update automatic links, under Advanced > General. On a Mac, it's the only setting: with it on, Excel asks before updating the links in a file you open.
Where to find it
Recommendation
Keep the default, and click Enable Content for files whose sources you trust. Until you do, treat the linked numbers as possibly out of date.
See also: Trusted Locations
Last verified October 27, 2026
Excel's own startup and template folders are on the list from the start. Network folders are blocked unless you check "Allow Trusted Locations on my network", which Microsoft doesn't recommend.
Where to find it
Recommendation
Add the folders where you keep your own macro workbooks and templates. Don't add Downloads or another folder that collects files from other people.
See also: Macro Settings, Enable Protected View for files originating from the Internet
Last verified October 23, 2026
When it's off, code that tries anyway gets the error "Programmatic access to Visual Basic Project is not trusted."
Where to find it
Recommendation
Keep it off unless a tool you trust needs it, and it will tell you so. It's meant for developers, and it's one more door for malicious code.
Last verified October 23, 2026
Threaded comments show the name on your Microsoft account rather than this setting. To remove names and other personal information from a finished file, use the Document Inspector (File > Info > Check for Issues).
Where to find it
Recommendation
Make sure it's a name you're happy for others to see: it travels with every workbook you create. When you're signed in to Office, Excel uses your account's name unless you check "Always use these values regardless of sign in to Office".
Last verified October 23, 2026
Where to find it
Recommendation
Turn it off if you don't use Copilot and want it out of the way. The setting applies to one device, so set it on each computer you use.
Last verified October 23, 2026
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