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#1
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Storing data
I have designed a worksheet for keeping track of invoice numbers, amounts
and calculations etc split into months. Saving this as a .xlt file works fine and updates are saved correctly. The first Tab on the same worksheet is an Invoice Print page into which I enter a new Invoice Number and details and it prints OK but I have a couple of questions. 1) As the .xlt file is updated every time I save I have no 'preserved' record of each Invoice. How can I save each individual Invoice as a record on my hard drive? 2) I understand that saving in .xlt updates the original so what purpose does an .xls file serve? Thanks for any suggestions! Regards Bob |
#2
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Bob
I suspect that you are not actually using the template as a template. If you use File | Open | and then navigate to the template file (.xlt), you are simply opening an Excel file for editing ... just as you would a .xls file. If/when you save the .xlt file you are overwriting the template ... just as any other .xls file. To use the template as it should be used, you should select File | New and select the template either from the default location or navigate to it. Opening a template will give you a "basic" document which, when you save it, will default to "Save As" hence you would get a preserved record of each invoice. Anyway, that's my guess at what's happening. Hope it helps. Regards Trevor "Bob Mckenzie" wrote in message ... I have designed a worksheet for keeping track of invoice numbers, amounts and calculations etc split into months. Saving this as a .xlt file works fine and updates are saved correctly. The first Tab on the same worksheet is an Invoice Print page into which I enter a new Invoice Number and details and it prints OK but I have a couple of questions. 1) As the .xlt file is updated every time I save I have no 'preserved' record of each Invoice. How can I save each individual Invoice as a record on my hard drive? 2) I understand that saving in .xlt updates the original so what purpose does an .xls file serve? Thanks for any suggestions! Regards Bob |
#3
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Trevor
Many thanks for this. It all makes sense now ! Regards Bob "Trevor Shuttleworth" wrote in message ... Bob I suspect that you are not actually using the template as a template. If you use File | Open | and then navigate to the template file (.xlt), you are simply opening an Excel file for editing ... just as you would a .xls file. If/when you save the .xlt file you are overwriting the template ... just as any other .xls file. To use the template as it should be used, you should select File | New and select the template either from the default location or navigate to it. Opening a template will give you a "basic" document which, when you save it, will default to "Save As" hence you would get a preserved record of each invoice. Anyway, that's my guess at what's happening. Hope it helps. Regards Trevor "Bob Mckenzie" wrote in message ... I have designed a worksheet for keeping track of invoice numbers, amounts and calculations etc split into months. Saving this as a .xlt file works fine and updates are saved correctly. The first Tab on the same worksheet is an Invoice Print page into which I enter a new Invoice Number and details and it prints OK but I have a couple of questions. 1) As the .xlt file is updated every time I save I have no 'preserved' record of each Invoice. How can I save each individual Invoice as a record on my hard drive? 2) I understand that saving in .xlt updates the original so what purpose does an .xls file serve? Thanks for any suggestions! Regards Bob |
#4
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Bob
you're very welcome. Thanks for the feedback. It's good to know the answer has helped you. Regards Trevor "Bob Mckenzie" wrote in message ... Trevor Many thanks for this. It all makes sense now ! Regards Bob "Trevor Shuttleworth" wrote in message ... Bob I suspect that you are not actually using the template as a template. If you use File | Open | and then navigate to the template file (.xlt), you are simply opening an Excel file for editing ... just as you would a .xls file. If/when you save the .xlt file you are overwriting the template ... just as any other .xls file. To use the template as it should be used, you should select File | New and select the template either from the default location or navigate to it. Opening a template will give you a "basic" document which, when you save it, will default to "Save As" hence you would get a preserved record of each invoice. Anyway, that's my guess at what's happening. Hope it helps. Regards Trevor "Bob Mckenzie" wrote in message ... I have designed a worksheet for keeping track of invoice numbers, amounts and calculations etc split into months. Saving this as a .xlt file works fine and updates are saved correctly. The first Tab on the same worksheet is an Invoice Print page into which I enter a new Invoice Number and details and it prints OK but I have a couple of questions. 1) As the .xlt file is updated every time I save I have no 'preserved' record of each Invoice. How can I save each individual Invoice as a record on my hard drive? 2) I understand that saving in .xlt updates the original so what purpose does an .xls file serve? Thanks for any suggestions! Regards Bob |
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