Excellency AcademyOpen the appFinanceTier 010 minbeginner
File Formats for Financial Records
Choose the right file format for a financial document - editable workbook, data export, or a locked-down copy for circulation.
What you will learn
- Choose .xlsx for a workbook that needs to keep its formulas and formatting
- Choose .csv when the data is going into another system, not staying in Excel
- Choose PDF for a document that must not be edited by whoever receives it
Excel skills
File Formats · File Management
The quiz
5 scenario-based questions, each with an explanation once you answer.