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How do I create a template in Excel?
I am going to start doing some accounting for my family business. I want to
redo some of the obsolete daily report papers and make them electronic - so instead of having the employees write it all down, generating a lot of paperwork, they can just type the values into a template that automatically adds up the daily numbers. This way I can access it electronically from home without having to travel (1 hour) to get to the store then back home again with the paperwork. Anyway, I have been searching this site, and have found lots of useful information about Excel, but I have yet to find a tutorial that actually shows how to step-by-step set up a template in Excel. Please, can someone point me in the right direction? |
This was helpful, but I read a little bit about how to make the file a
template with the Microsoft Excel help. I'm more curious as to how to actually create the form - make boxes where employees can fill out the numbers, and excel will automatically total the numbers. For example: They type in the amount sold ($) in grocery, fuel, and beer/wine for the day into seperate, respectively labeled boxes, and Excel will show the total beneath it. I already know how to do mathematics with excel through some of the tutorials, I just need to know how to make the form without the entire page being columns and rows. I'd like the final result to look just like the paper that the employees currently write on, just digital. Hopefully all this makes sense, lemme know what you make of it! "Ragdyer" wrote: I assume that your definition of a template is a form, where you use a copy of the original, preserving the original, and then rename the "filled" in template copy, and save it in a file. See if this old post can help. http://tinyurl.com/3qp2h Post back with any further questions. -- HTH, RD --------------------------------------------------------------------------- Please keep all correspondence within the NewsGroup, so all may benefit ! --------------------------------------------------------------------------- "Struggling Person01" <Struggling wrote in message ... I am going to start doing some accounting for my family business. I want to redo some of the obsolete daily report papers and make them electronic - so instead of having the employees write it all down, generating a lot of paperwork, they can just type the values into a template that automatically adds up the daily numbers. This way I can access it electronically from home without having to travel (1 hour) to get to the store then back home again with the paperwork. Anyway, I have been searching this site, and have found lots of useful information about Excel, but I have yet to find a tutorial that actually shows how to step-by-step set up a template in Excel. Please, can someone point me in the right direction? |
Here you're talking about the actual mechanics involved in the creation a
specific form. See if this old post helps in starting you out with some basics: http://tinyurl.com/6w2mj -- HTH, RD --------------------------------------------------------------------------- Please keep all correspondence within the NewsGroup, so all may benefit ! --------------------------------------------------------------------------- "Struggling Person01" <Struggling wrote in message ... This was helpful, but I read a little bit about how to make the file a template with the Microsoft Excel help. I'm more curious as to how to actually create the form - make boxes where employees can fill out the numbers, and excel will automatically total the numbers. For example: They type in the amount sold ($) in grocery, fuel, and beer/wine for the day into seperate, respectively labeled boxes, and Excel will show the total beneath it. I already know how to do mathematics with excel through some of the tutorials, I just need to know how to make the form without the entire page being columns and rows. I'd like the final result to look just like the paper that the employees currently write on, just digital. Hopefully all this makes sense, lemme know what you make of it! "Ragdyer" wrote: I assume that your definition of a template is a form, where you use a copy of the original, preserving the original, and then rename the "filled" in template copy, and save it in a file. See if this old post can help. http://tinyurl.com/3qp2h Post back with any further questions. -- HTH, RD -------------------------------------------------------------------------- - Please keep all correspondence within the NewsGroup, so all may benefit ! ------------------------------------------------------------------------ --- "Struggling Person01" <Struggling wrote in message ... I am going to start doing some accounting for my family business. I want to redo some of the obsolete daily report papers and make them electronic - so instead of having the employees write it all down, generating a lot of paperwork, they can just type the values into a template that automatically adds up the daily numbers. This way I can access it electronically from home without having to travel (1 hour) to get to the store then back home again with the paperwork. Anyway, I have been searching this site, and have found lots of useful information about Excel, but I have yet to find a tutorial that actually shows how to step-by-step set up a template in Excel. Please, can someone point me in the right direction? |
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