Helen has attended:
Excel Intermediate course
Templates
How do I create a form template from scratch?
RE: Templates
Hi Helen
If you check the details in Unit 7 of the handbook it will give the steps. It was also what we covered during the last part of the day.
If you do want further information do let me know.
Thanks
RE: Templates
Thanks Nafeesa. I will give it another try following the instructions in the handbook and let you know how I get on.
RE: Templates
Excellent.
Just briefly, essentially what you would be doing is creating your spreadsheet as normal with named column & row headings, formatting it as normal. The only thing you don't want to do is to put data into the spreadsheet that will be changing.
i.e if it was a sales revenue spreadsheet & I was required to have one for each month of the year. I would create a standardised template with days of the month as column headings and streams of sales revenue as row headings. No data would be inserted. This spreadsheet would then be saved as a template so as each new month arrives I am able to go to my templates folder & open a brand new spreadsheet which already has all the generic data (titles, column/row headings, date etc) in place. The only task to perform would then be to enter the data for that month.
To save the spreadsheet as a template:
Click on Office button (top left corner)
Save As - Excel Workbook
In the dialogue box that pops up, change 'Save As Type' to Excel Template.
Click the Save button.
To open up the saved template:
Click on Office button & select 'New'
Click on to 'My Templates' (lefthand side of dialogue box)
You should now be able to see your template.
I hope this helps. Do let me know if you require any further assistance.
Kind Regards
Nafeesa.