TEMPLATE ANNOYANCES

CREATE A WORKBOOK TEMPLATE

The Annoyance:

I create worksheets for many different projects, but they all have the same basic layout (shown in Figure 2-4) and formulas. I’d like to save the general layout of the workbook (one worksheet for each month, the color scheme, the formulas, etc.) so that I don’t have to go through the rigmarole of saving the base workbook under a new name. It gets even worse when I press Ctrl-S as a reflex after I delete the data but before I save the workbook under its new name. Isn’t there some way to create a template I can call up like the ones that come with Excel?

This could be a template—but how do you call it up when you need it?

Figure 2-4. This could be a template—but how do you call it up when you need it?

The Fix:

To create a workbook template, follow these steps:

  1. Create the workbook with all headings, labels, and such, but without data.

  2. Choose File Save As, and in the “Save as type” box, select Template (*.xlt).

  3. Verify at the top of the dialog box that in the “Save in” dropdown, the Templates folder is selected. Type a name for the template in the “File name” box below and click the Save button.

After you save a workbook template, you can create a new workbook based on that template. The precise steps you follow depend on the version of Excel you’re using:

  • In Excel 97 or 2000, choose File New and in the General tab, double-click the desired template.

  • In Excel 2002, choose File New to display the New ...

Get Excel Annoyances now with the O’Reilly learning platform.

O’Reilly members experience live online training, plus books, videos, and digital content from nearly 200 publishers.