Check Templates / December 18, 2018 / Lea Melton
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.
The background of the area where I want my team to enter the data is always a lighter color with the headings backgrounds being formatted with a darker color. This strategy is in line with that used in software development. You will notice in applications like Microsoft Word you always type the text in the lighter area and the darker area is the headings. The flip side is that if your background is a light color then the text being entered must be a dark color and for the headings if your heading backgrounds are dark then the text should be light. Always be carefully when using the colors Red Green and Blue on templates as people with color blindness can find those colors confusing.
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.