Check Templates / December 17, 2018 / Helga Bell
The background of the area where I want my team to enter the data is always a lighter color with the headings backgrounds being formatted with a darker color. This strategy is in line with that used in software development. You will notice in applications like Microsoft Word you always type the text in the lighter area and the darker area is the headings. The flip side is that if your background is a light color then the text being entered must be a dark color and for the headings if your heading backgrounds are dark then the text should be light. Always be carefully when using the colors Red Green and Blue on templates as people with color blindness can find those colors confusing.
If you want to stay away from the default Excel is very flexible and gives you a lot of options to make your workbooks your own. It is easy to create a new default work book all you need to do is create a new custom template save the file as book.xltx and save the file to it s correct location on your hard drive. Let s start customizing a new blank work book. Here are a list of some of the main items you can change to customize your template. Number Of Sheets- You can add extra sheets or delete sheets. I like to default my work books to one sheet. You can also change the names. Office>Excel Options>Popular Tab and select your options.
By this I mean you have a spreadsheet that you use daily weekly or monthly. You may have to modify a few cells but the remainder of the spreadsheet is exactly the way you want it. It may be tedious to modify the cells but it is easier than recreating it from scratch. Guess what you have the basis of a template! If you wanted to make this spreadsheet into template you would need to take two more steps. The first step would involve modifying the spreadsheet to display only the data that remains the same. If you are constantly changing certain cells you would leave these cells formatted but blank. The last step involves saving this spreadsheet as a template. Once this is done you would always have access to a clean spreadsheet that is formatted the way you want and ready for your modifications.