Check Templates / December 19, 2018 / Lidia Jenkins
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.
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.
If you want to change the style completely then right click the name in the Style gallery and hit Modify then make the changes. Once you have chosen your new settings you need to set your new work book up as your default. This is straightforward:- Office>Save As>Select Template ( *.xltx) or (*.xltm) if your work book has any macros. Name the file book.xltx (or.xltx if contains macros) and make sure the file is saved to your XLStart folder. Excel states it should be saved in your Templates folder but ensure it is saved in your XLStart folder. After you save the file close it.