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#1
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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 |
#2
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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 |
#3
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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 |
#4
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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 |
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