Check Templates / December 18, 2018 / Clarissa Mendoza.
If you want to stay away from the default Excel is very flexible and gives you a lot of options to make your workbooks your own. It is easy to create a new default work book all you need to do is create a new custom template save the file as book.xltx and save the file to it s correct location on your hard drive. Let s start customizing a new blank work book. Here are a list of some of the main items you can change to customize your template. Number Of Sheets- You can add extra sheets or delete sheets. I like to default my work books to one sheet. You can also change the names. Office>Excel Options>Popular Tab and select your options.
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 you need to do is add the customization to these templates that will make it good for your use. Always be direct with your intentions on these templates. This will result in faster understanding and subsequently faster results for the requests that you make. In short it will make your job and the job of others a whole lot easier. Microsoft Excel Templates are fantastic tools that allow you to get your team to put in their data for your business quickly and easily whilst still allowing for the consolidation of the data with very little work. There is however five key issues you need to consider when developing the Excel Template.
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. A promissory note template is another template that is commonly available on the internet. These can be taken from blogs as well as websites. These templates can be used in various occasions whether it be a late payment that is due or a perhaps a lent goods that has not come back. There are general patterns of such templates available. You can use these templates according to your needs.
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.