Check Templates / December 16, 2018 / Hilary Kirby
Issue 1: Protect the Worksheet and Cells The first issue when creating a template is to ensure that your worksheet and cells are protected. For example the cells you want people to put data into should not have protection applied and the headlines you need to use to explain where to put the data into should in fact be protected. Further to this in Microsoft Excel 2003 you can set that cells that are protected cannot be selected and I recommend that all headline areas are set in this way.. Issue 2: Lock the Workbook against Structural Changes There are different levels of security in Microsoft Excel such as security at the cell level worksheet level and workbook level.
Excel is an extremely useful program but it can be intimidating to people who have never created a spreadsheet or used it regularly. The solution to this lack of experience is to us a template. Templates are pre-formatted spreadsheets that you can download and use on your computer. If you already have Excel you already have access to this great free resource! Excel 2007 Excel 2007 has templates located on your computer and ones that can be downloaded directly from Microsoft.com. Downloading templates to Your Computer To download templates directly to your computer follow these steps: Select the Office Button and select New.
Previous to this I recommended that you use protection at the worksheet and cell level to restrict the access people can have to certain cells. The workbook also should be protected to ensure that your users cannot modify the underlying template. You can set two levels of security which are the Modify option and Read Only Option. The only time you would use the Read Only option is if your template was only being used to print out the data. Issue 3: Use Formatting to make it easy to know where to put the data There are some basic fundamentals I always follow when it comes to formatting in Microsoft Excel.