Using Custom Views
 

Complete Excel noob here -

If I've defined a custom view in one workbook, how can I apply it to
another. It is not shown in the list.

What I want to do:

I have a workbook with columnar data similar to a check register. I have set
up the formatting for display and print formatting, including headers &
footers. This data is for a specific client but I want to save that
formatting, both visual and print so that I can create new workbooks for
other clients and apply the same formatting. I thought that by saving the
custom view it would work but it is not seen outside of the workbook in
which I created it.

It's probably obvious but I just can't see the solution.

I was reading up on Styles & Templates but that doesn't seem to include the
print formatting or have I misread the help?

Thanx,

Vic Baron



--
There are 10 kinds of people - those who understand binary and those who
don't

Using Custom Views
 

Open a new workbook.

Format as you wish for display and for print setup, including headers/footers.

Build Custom Views if you like at this point.

Wheh happy with your formatting.........................

FileSave AsFile TypeMS Excel Template(*.xlt)

Give it a name and Save to a location you like.

Open using FileNew...TemplatesOn my Computer


Gord Dibben MS Excel MVP

On Mon, 14 Apr 2008 16:03:32 -0700, "Vic Baron" wrote:

Complete Excel noob here -

If I've defined a custom view in one workbook, how can I apply it to
another. It is not shown in the list.

What I want to do:

I have a workbook with columnar data similar to a check register. I have set
up the formatting for display and print formatting, including headers &
footers. This data is for a specific client but I want to save that
formatting, both visual and print so that I can create new workbooks for
other clients and apply the same formatting. I thought that by saving the
custom view it would work but it is not seen outside of the workbook in
which I created it.

It's probably obvious but I just can't see the solution.

I was reading up on Styles & Templates but that doesn't seem to include the
print formatting or have I misread the help?

Thanx,

Vic Baron

Using Custom Views
 

Gord -

Thank you - that should work just fine!

Vic



"Gord Dibben" <gorddibbATshawDOTca wrote in message
...
Open a new workbook.

Format as you wish for display and for print setup, including
headers/footers.

Build Custom Views if you like at this point.

Wheh happy with your formatting.........................

FileSave AsFile TypeMS Excel Template(*.xlt)

Give it a name and Save to a location you like.

Open using FileNew...TemplatesOn my Computer


Gord Dibben MS Excel MVP

On Mon, 14 Apr 2008 16:03:32 -0700, "Vic Baron"
wrote:

Complete Excel noob here -

If I've defined a custom view in one workbook, how can I apply it to
another. It is not shown in the list.

What I want to do:

I have a workbook with columnar data similar to a check register. I have
set
up the formatting for display and print formatting, including headers &
footers. This data is for a specific client but I want to save that
formatting, both visual and print so that I can create new workbooks for
other clients and apply the same formatting. I thought that by saving the
custom view it would work but it is not seen outside of the workbook in
which I created it.

It's probably obvious but I just can't see the solution.

I was reading up on Styles & Templates but that doesn't seem to include
the
print formatting or have I misread the help?

Thanx,

Vic Baron

Using Custom Views
 

Hope so........good luck.

Gord

On Mon, 14 Apr 2008 16:40:54 -0700, "Vic Baron" wrote:

Gord -

Thank you - that should work just fine!

Vic



"Gord Dibben" <gorddibbATshawDOTca wrote in message
.. .
Open a new workbook.

Format as you wish for display and for print setup, including
headers/footers.

Build Custom Views if you like at this point.

Wheh happy with your formatting.........................

FileSave AsFile TypeMS Excel Template(*.xlt)

Give it a name and Save to a location you like.

Open using FileNew...TemplatesOn my Computer


Gord Dibben MS Excel MVP

On Mon, 14 Apr 2008 16:03:32 -0700, "Vic Baron"
wrote:

Complete Excel noob here -

If I've defined a custom view in one workbook, how can I apply it to
another. It is not shown in the list.

What I want to do:

I have a workbook with columnar data similar to a check register. I have
set
up the formatting for display and print formatting, including headers &
footers. This data is for a specific client but I want to save that
formatting, both visual and print so that I can create new workbooks for
other clients and apply the same formatting. I thought that by saving the
custom view it would work but it is not seen outside of the workbook in
which I created it.

It's probably obvious but I just can't see the solution.

I was reading up on Styles & Templates but that doesn't seem to include
the
print formatting or have I misread the help?

Thanx,

Vic Baron