Check Templates / December 18, 2018 / Helga Bell
These templates are very important and it is necessary that you have a thorough understanding of such templates so that you can make the most of the information that is given to you. There are many essential things that are to be written on such a document. For example if you receive this document with a cheque then this document should have the number of the cheque as well as the date and the bank from which it is taken from. There are other details that are to be included in the document. The most important detail is the gross amount that is the amount of the cheque. This document also should have a clear break up of this amount. This means that all the deductions that are made to the gross amount due to tax and other such things are to be clearly mentioned.
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.
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.