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Part I: Everyday Worksheet Tasks > Creating Templates and Controlling Excel's S...

Chapter 11. Creating Templates and Controlling Excel's Startup

  • Create template documents

    Learn to create templates to save time.

  • Use Excel's built-in templates

    Excel has many templates ready and waiting for you to use.

  • Save templates as auto- templates

    Use the special autotemplate feature to save templates.

  • Cause Excel to open specified files when the program starts

    Learn to open files automatically when Excel starts

  • Create macros and Visual Basic modules

    Make your work easier with macros.

After you use Excel a while, you may find yourself making repetitive "housekeeping" changes to every document you open. Perhaps you don't like Excel's default page header, or you are always applying the currency number format to the entire workbook. By creating a special document called a template, you can tell Excel to incorporate these preferences in new worksheets, freeing you to focus on the task at hand.

Templates are also useful when you repeatedly create worksheets that incorporate the same data, such as labels and summary formulas. In organizations that use Excel extensively, templates can enhance accuracy and compliance with internal design standards.

If you work often with a certain document or group of documents, you may find it useful to move these files to an Excel startup folder so that Excel opens the files automatically. Finally, you can create macros and Visual Basic for Applications modules that run when Excel starts or when you open a given document.



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