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Template in Excel

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  1. #1
    prettytwin1
    Guest

    Template in Excel

    I want to create a group sales agreement template in Excel like I can with
    Word. I know it involves databases and workbooks. I just can't remember how
    to do this. Please help. I have many agreements to type up.

  2. #2
    gls858
    Guest

    Re: Template in Excel

    prettytwin1 wrote:
    > I want to create a group sales agreement template in Excel like I can with
    > Word. I know it involves databases and workbooks. I just can't remember how
    > to do this. Please help. I have many agreements to type up.

    The help files in Office are really pretty good now.

    gls858


    Right from the Excel help file:

    Create a template

    Decide which type of template you want:
    Workbook template

    Create a workbook that contains the sheets, default text
    (such as page headers and column and row labels), formulas,
    macros (macro: An action or a set of actions you can use to
    automate tasks. Macros are recorded in the Visual Basic for
    Applications programming language.), styles (style: A
    combination of formatting characteristics, such as font,
    font size, and indentation, that you name and store as a
    set. When you apply a style, all of the formatting
    instructions in that style are applied at one time.), and
    other formatting you want in new workbooks based on the
    template.

    Worksheet template

    Create a workbook that contains one worksheet. On the
    worksheet, include the formatting, styles (style: A
    combination of formatting characteristics, such as font,
    font size, and indentation, that you name and store as a
    set. When you apply a style, all of the formatting
    instructions in that style are applied at one time.), text,
    and other information you want to appear on all new sheets
    of the same type.

    To display a picture of the first page of a template in the
    Preview box of the Templates dialog box (General
    Templates..., New Workbook task pane), click Properties on
    the File menu, click the Summary tab, and then select the
    Save preview picture check box.
    On the File menu, click Save As.
    In the Save as type box, click Template.
    In the Save in box, select the folder where you want to
    store the template.
    To create the default workbook template (default workbook
    template: The Book.xlt template that you create to change
    the default format of new workbooks. Excel uses the template
    to create a blank workbook when you start Excel or create a
    new workbook without specifying a template.) or default
    worksheet template (default worksheet template: The
    Sheet.xlt template that you create to change the default
    format of new worksheets. Excel uses the template to create
    a blank worksheet when you add a new worksheet to a
    workbook.), select either the XLStart folder or the
    alternate startup folder (alternate startup folder: A folder
    in addition to the XLStart folder that contains workbooks or
    other files that you want to be opened automatically when
    you start Excel and templates that you want to be available
    when you create new workbooks.). The XLStart folder is usually

    C:\Program Files\Microsoft Office\Office11\XLStart

    To create a custom workbook or worksheet template, select
    the Templates folder, which is usually

    C:\Documents and Settings\user_name\Application
    Data\Microsoft\Templates

    Enter the name of the template in the File name box. Do one
    of the following:
    Workbook template

    Type book to create the default workbook template.

    To create a custom workbook template, type any valid file name.

    Worksheet template

    Type sheet to create a template for default worksheets.

    To create a custom sheet template, type any valid file name.

    Click Save, and then click Close on the File menu.

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