Check Templates / December 19, 2018 / Gina Pennington.
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.
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.
They might also check these to be the important elements that they see appropriately. There are many free excel templates available that are meant to help your business. These are easily available on the internet. All you need to know is where to look on the internet. There are plenty available on the internet however you need to make your choice as to what kind you should choose for your wants and needs. The templates can come in various forms and formats. Sometimes these formats are available in blogs on the internet. It is not necessary that you have to follow these formats word to word. You can add on your own necessary requirements to these samples as long as you are following a general format. Following a general format has many advantages. This can only happen if you are following a general format. There are many such formats that are available on the internet. You should pick one that suites you the best. Following a general format has many advantages. It makes the processing of the forms easier. You can make sure that your documents are more easily process able if you make them familiar and easier to read.
Graphics- You can insert a logo or any graphical file or files you want to. Really make it your own. Print Settings- Use Page Layout to specify printing related items such as header and footers as well as margins. Column Widths- If you do not like the default settings then just change them. Styles- you can use the extensive style gallery in excel to help customize your own style. By default all cells use the Normal style so if you want to change the default font in any way including the borders number formats or color then amend the Normal style.
All that you have to do is click a couple of keys and then you can change it around to the point that you want it to be at allowing you to see what needs to be changed. Something else that you can discover is that these templates will cut weeks off of the time that you would have spent developing them yourself. Since they will cut so much time off of the planning and tracking aspects you will see that the project can be completed even faster. Being able to use a form of project planning steps is going to be a great thing. The problem that you can encounter though is not knowing that the Excel templates offer a great solution for you to use.