Check Templates / December 17, 2018 / Malinda Cobb
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.
The other issue to watch with formatting is to ensure that your colors print out correctly especially if you have used color on the screen but it prints out in black and white. Some colors do not print out well on black and white printers. Issue 4: Hide Unused Cells One of the biggest mistakes I see people do with templates is to not hide any unused cells. Having unhidden cells runs the risk that your team may put in information in the wrong position or they may believe they need to put more information in than they need to. Always hide your unused cells.
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.