Check Templates / December 17, 2018 / Betty Harvey
Issue 1: Protect the Worksheet and Cells The first issue when creating a template is to ensure that your worksheet and cells are protected. For example the cells you want people to put data into should not have protection applied and the headlines you need to use to explain where to put the data into should in fact be protected. Further to this in Microsoft Excel 2003 you can set that cells that are protected cannot be selected and I recommend that all headline areas are set in this way.. Issue 2: Lock the Workbook against Structural Changes There are different levels of security in Microsoft Excel such as security at the cell level worksheet level and workbook level.
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.
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.