Check Templates / December 18, 2018 / Loraine Cohen
From now on when you start Excel your new blank default work book will be the one you have just created. Should you need to create a work book with the original default work book then hit Office>New and select Blank Work book. You can really make the default template your own add a company logo and colors without any extra effort by creating a new default template you can work smarter and faster but keep that professional edge. Templates are spreadsheets that are pre-formatted with text colors and/or formulas. They can be used to save you time and effort. Sometimes you are using a workbook as a template and don t even realize it.
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.