MS-Excel / General Formatting

Ideas for Creating Templates

This section provides a few ideas that may spark your imagination for creating templates. The following is a partial list of the settings that you can adjust and use in your custom templates:

  • Multiple formatted worksheets:
    You can, for example, create a workbook template that has two worksheets-one formatted to print in landscape mode and one formatted to print in portrait mode.
  • Style:
    The best approach is to click Formet menu => Styles and modify the attributes of the Normal style. For example, you can change the font or size, the alignment, and so on.
  • Custom number formats:
    If you create number formats that you use frequently, you can store them in a template.
  • Column widths and row heights:
    You may prefer that columns be wider or narrower, or you may want the rows to be taller.
  • Print settings:
    Change these settings in the Page Layout tab. You can adjust the page orientation, paper size, margins, and several other attributes.
  • Header and footer:
    Use Page Layout View, and enter a custom header or footer.

You can, of course, also create complete workbooks and save them as templates. For example, if you frequently need to produce a specific report, you may want to create a template that has everything for the report except for the data you need to enter. By saving your master copy as a template, you are less likely to overwrite the original file when you save the file after entering your data.

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