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Chapter 6. Combining Data from Multiple ... > Using a Data List as a Template for ...

Using a Data List as a Template for Other Lists

Once you have decided on the type of data you want to store in a workbook and what that workbook should look like, you will probably want to be able to create similar workbooks without adding all the formatting and formulas again. For example, you might have settled on a design for your monthly sales tracking workbook.


When you have settled on a design for your workbooks, you can save one of the workbooks as a template, or pattern, for similar workbooks you create in the future. You should remove any existing data from a workbook you save as a template, both to avoid data entry errors and to remove any confusion as to whether the workbook is a template. You can also remove any worksheets you and your colleagues won’t need by right-clicking the tab of an unneeded worksheet and, from the shortcut menu that appears, clicking Delete.


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