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#1
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Formatting Excel Spreadsheets
Good day,
In my office, an accounting firm, many employees create Excel spreadsheets and send them off without applying any kind of formatting. It is frustrating for the person who opens the Excel spreadsheet and tries to print it. Has anyone created a template or a macro that would be standard, just like in Word (Normal.dot)? I'm looking for something that would be quickly applied: the Page Setup options. Thank you! Helene |
#2
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Formatting Excel Spreadsheets
Helen,
There are a couple of ways to attack this problem. The easiest is probably to set up an Excel workbook just the way you want it and save it as a Template (.xlt) file. Distribute it to your employees and require that they start all new workbooks using File | New ... from Template and then choose the corporate standard template file. Another way would be to record a macro while setting up a workbook the way you want and save it in everyone's personal.xls file and have them run the macro each time they start a new workbook - this is much clumsier to initiate than the .xlt method. Others may make other suggestions as the day goes on. "Helen" wrote: Good day, In my office, an accounting firm, many employees create Excel spreadsheets and send them off without applying any kind of formatting. It is frustrating for the person who opens the Excel spreadsheet and tries to print it. Has anyone created a template or a macro that would be standard, just like in Word (Normal.dot)? I'm looking for something that would be quickly applied: the Page Setup options. Thank you! Helene |
#3
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Formatting Excel Spreadsheets
In article ,
Helen wrote: Good day, In my office, an accounting firm, many employees create Excel spreadsheets and send them off without applying any kind of formatting. It is frustrating for the person who opens the Excel spreadsheet and tries to print it. Has anyone created a template or a macro that would be standard, just like in Word (Normal.dot)? I'm looking for something that would be quickly applied: the Page Setup options. If you mean to create a standard template for new workbooks, see the "About templates" topic in XL Help. If you're talking about applying formatting to existing workbooks, many people have done so, but the exact formatting will be unique to their application. You might start with recording a macro when you're applying the format. If you *just* want to apply Page Setup options, you might try something like: http://www.mcgimpsey.com/excel/udfs/pagesetup.html |
#4
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Formatting Excel Spreadsheets
Hello "J",
Thank you for such a prompt reply! I thought of the template but the problem is that no Excel spreadsheet will be alike, therefore, users would still have to adjust the formatting, right? The idea of a macro is still the best option but I am unfortunately unable to create one. And you mention, to my great relief, that it is clumsier than the first option. Educating them would be the best option at this point, I guess. "JLatham" wrote: Helen, There are a couple of ways to attack this problem. The easiest is probably to set up an Excel workbook just the way you want it and save it as a Template (.xlt) file. Distribute it to your employees and require that they start all new workbooks using File | New ... from Template and then choose the corporate standard template file. Another way would be to record a macro while setting up a workbook the way you want and save it in everyone's personal.xls file and have them run the macro each time they start a new workbook - this is much clumsier to initiate than the .xlt method. Others may make other suggestions as the day goes on. "Helen" wrote: Good day, In my office, an accounting firm, many employees create Excel spreadsheets and send them off without applying any kind of formatting. It is frustrating for the person who opens the Excel spreadsheet and tries to print it. Has anyone created a template or a macro that would be standard, just like in Word (Normal.dot)? I'm looking for something that would be quickly applied: the Page Setup options. Thank you! Helene |
#5
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Formatting Excel Spreadsheets
Helen
Open a new workbook. Customize as you wish. FileSave As Type: scroll down to Excel Template(*.XLT) and select. Name your workbook "BOOK"(no quotes). Excel will add the .XLT to save as BOOK.XLT. Store this workbook in the XLSTART folder usually located at........ C:\Documents and Settings\username\Application Data\Microsoft\Excel\XLSTART This will be the default workbook for FileNew or the Toolbar button FileNew or CTRL + n WARNING................Do not use FileNew...Blank Workbook or you will get the Excel default workbook. NOTE: Existing workbooks are not affected by these settings. You can also open a new workbook and delete all but one sheet. Customize as you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes the default InsertSheet. More can be found on this in Help under "templates"(no quotes). Gord Dibben Excel MVP On Mon, 3 Dec 2007 07:34:01 -0800, Helen wrote: Good day, In my office, an accounting firm, many employees create Excel spreadsheets and send them off without applying any kind of formatting. It is frustrating for the person who opens the Excel spreadsheet and tries to print it. Has anyone created a template or a macro that would be standard, just like in Word (Normal.dot)? I'm looking for something that would be quickly applied: the Page Setup options. Thank you! Helene |
#6
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Formatting Excel Spreadsheets
Thank you everybody! As usual, very helpful hints and tricks!
"Gord Dibben" wrote: Helen Open a new workbook. Customize as you wish. FileSave As Type: scroll down to Excel Template(*.XLT) and select. Name your workbook "BOOK"(no quotes). Excel will add the .XLT to save as BOOK.XLT. Store this workbook in the XLSTART folder usually located at........ C:\Documents and Settings\username\Application Data\Microsoft\Excel\XLSTART This will be the default workbook for FileNew or the Toolbar button FileNew or CTRL + n WARNING................Do not use FileNew...Blank Workbook or you will get the Excel default workbook. NOTE: Existing workbooks are not affected by these settings. You can also open a new workbook and delete all but one sheet. Customize as you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes the default InsertSheet. More can be found on this in Help under "templates"(no quotes). Gord Dibben Excel MVP On Mon, 3 Dec 2007 07:34:01 -0800, Helen wrote: Good day, In my office, an accounting firm, many employees create Excel spreadsheets and send them off without applying any kind of formatting. It is frustrating for the person who opens the Excel spreadsheet and tries to print it. Has anyone created a template or a macro that would be standard, just like in Word (Normal.dot)? I'm looking for something that would be quickly applied: the Page Setup options. Thank you! Helene |
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