If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below. |
|
|
Thread Tools | Display Modes |
#1
|
|||
|
|||
Setting Worksheet Defaults/Template
Thank you for reviewing my question!
We have a user who wants Excel to open new worksheets with certain settings, similar to setting document defaults in Word. According to the knowledge base recommendation, we created the template and placed it in the designated file, however, even upon restart, Excel does not open the template as the new worksheet. How can we get Excel to open new documents with this template so that the user can avoid having to re-create the settings every time she opens Excel? Surely there is a way to set document defaults that include layout, margins, and other formatting? This user is running Excel 9 (2000). Thanks in advance for your assistance! |
#2
|
|||
|
|||
Open a new workbook. Customize as you wish. FileSave As Type: scroll down
to Excel Template(*.XLT) and select. Name your workbook "BOOK"(no quotes). Excel will add the .XLT to save as BOOK.XLT. Store this workbook in the XLSTART folder usually located at........ C:\Documents and Settings\username\Application Data\Microsoft\Excel\XLSTART This will be the default workbook for FileNewWorkbook. You can also open a new workbook and delete all but one sheet. Customize as you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes the default InsertSheet. More can be found on this in Help under "templates"(no quotes). Gord Dibben Excel MVP On Wed, 25 Aug 2004 06:52:38 -0700, wrote: Thank you for reviewing my question! We have a user who wants Excel to open new worksheets with certain settings, similar to setting document defaults in Word. According to the knowledge base recommendation, we created the template and placed it in the designated file, however, even upon restart, Excel does not open the template as the new worksheet. How can we get Excel to open new documents with this template so that the user can avoid having to re-create the settings every time she opens Excel? Surely there is a way to set document defaults that include layout, margins, and other formatting? This user is running Excel 9 (2000). Thanks in advance for your assistance! |
#3
|
|||
|
|||
Thanks so much for the response!
I'm in a bit of a quandry, however, as we have already taken the steps you've outlined. We placed the template in two places: C:\Documents and Settings\user_name\Application Data\Microsoft\Templates and C:\Program Files\Microsoft Office\Office11\XLStart and yet, when a new worksheet is opened, the template with the default is not the one that opens. The user has to manually open the template. Any other suggestions of things we can check? Thanks so much- Amanda -----Original Message----- Open a new workbook. Customize as you wish. FileSave As Type: scroll down to Excel Template(*.XLT) and select. Name your workbook "BOOK"(no quotes). Excel will add the .XLT to save as BOOK.XLT. Store this workbook in the XLSTART folder usually located at........ C:\Documents and Settings\username\Application Data\Microsoft\Excel\XLSTART This will be the default workbook for FileNewWorkbook. You can also open a new workbook and delete all but one sheet. Customize as you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes the default InsertSheet. More can be found on this in Help under "templates"(no quotes). Gord Dibben Excel MVP On Wed, 25 Aug 2004 06:52:38 -0700, wrote: Thank you for reviewing my question! We have a user who wants Excel to open new worksheets with certain settings, similar to setting document defaults in Word. According to the knowledge base recommendation, we created the template and placed it in the designated file, however, even upon restart, Excel does not open the template as the new worksheet. How can we get Excel to open new documents with this template so that the user can avoid having to re-create the settings every time she opens Excel? Surely there is a way to set document defaults that include layout, margins, and other formatting? This user is running Excel 9 (2000). Thanks in advance for your assistance! . |
#4
|
|||
|
|||
Amanda
The Templates folder requires the user to select. The Office\XLSTART folder is not correct folder. You will find several XLSTART folders. Try this path......works for me. I have my BOOK.XLT and SHEET.XLT stored there. C:\Documents and Settings\username\Application\Data\Microsoft\Excel \XLSTART Gord On Wed, 25 Aug 2004 10:01:10 -0700, "Amanda Carbis" wrote: Thanks so much for the response! I'm in a bit of a quandry, however, as we have already taken the steps you've outlined. We placed the template in two places: C:\Documents and Settings\user_name\Application Data\Microsoft\Templates and C:\Program Files\Microsoft Office\Office11\XLStart and yet, when a new worksheet is opened, the template with the default is not the one that opens. The user has to manually open the template. Any other suggestions of things we can check? Thanks so much- Amanda -----Original Message----- Open a new workbook. Customize as you wish. FileSave As Type: scroll down to Excel Template(*.XLT) and select. Name your workbook "BOOK"(no quotes). Excel will add the .XLT to save as BOOK.XLT. Store this workbook in the XLSTART folder usually located at........ C:\Documents and Settings\username\Application Data\Microsoft\Excel\XLSTART This will be the default workbook for FileNewWorkbook. You can also open a new workbook and delete all but one sheet. Customize as you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes the default InsertSheet. More can be found on this in Help under "templates"(no quotes). Gord Dibben Excel MVP On Wed, 25 Aug 2004 06:52:38 -0700, wrote: Thank you for reviewing my question! We have a user who wants Excel to open new worksheets with certain settings, similar to setting document defaults in Word. According to the knowledge base recommendation, we created the template and placed it in the designated file, however, even upon restart, Excel does not open the template as the new worksheet. How can we get Excel to open new documents with this template so that the user can avoid having to re-create the settings every time she opens Excel? Surely there is a way to set document defaults that include layout, margins, and other formatting? This user is running Excel 9 (2000). Thanks in advance for your assistance! . |
#5
|
|||
|
|||
Hi Amanda,
Try this page http://www.excelonlinetraining.com/excel-templates.html where you will find a step by step tutorial on exactly what you are trying to do. Regards, Ian Worrall www.excelonlinetraining.com Gord Dibben gorddibbATshawDOTca wrote in message . .. Amanda The Templates folder requires the user to select. The Office\XLSTART folder is not correct folder. You will find several XLSTART folders. Try this path......works for me. I have my BOOK.XLT and SHEET.XLT stored there. C:\Documents and Settings\username\Application\Data\Microsoft\Excel \XLSTART Gord On Wed, 25 Aug 2004 10:01:10 -0700, "Amanda Carbis" wrote: Thanks so much for the response! I'm in a bit of a quandry, however, as we have already taken the steps you've outlined. We placed the template in two places: C:\Documents and Settings\user_name\Application Data\Microsoft\Templates and C:\Program Files\Microsoft Office\Office11\XLStart and yet, when a new worksheet is opened, the template with the default is not the one that opens. The user has to manually open the template. Any other suggestions of things we can check? Thanks so much- Amanda -----Original Message----- Open a new workbook. Customize as you wish. FileSave As Type: scroll down to Excel Template(*.XLT) and select. Name your workbook "BOOK"(no quotes). Excel will add the .XLT to save as BOOK.XLT. Store this workbook in the XLSTART folder usually located at........ C:\Documents and Settings\username\Application Data\Microsoft\Excel\XLSTART This will be the default workbook for FileNewWorkbook. You can also open a new workbook and delete all but one sheet. Customize as you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes the default InsertSheet. More can be found on this in Help under "templates"(no quotes). Gord Dibben Excel MVP On Wed, 25 Aug 2004 06:52:38 -0700, wrote: Thank you for reviewing my question! We have a user who wants Excel to open new worksheets with certain settings, similar to setting document defaults in Word. According to the knowledge base recommendation, we created the template and placed it in the designated file, however, even upon restart, Excel does not open the template as the new worksheet. How can we get Excel to open new documents with this template so that the user can avoid having to re-create the settings every time she opens Excel? Surely there is a way to set document defaults that include layout, margins, and other formatting? This user is running Excel 9 (2000). Thanks in advance for your assistance! . |
Thread Tools | |
Display Modes | |
|
|
Similar Threads | ||||
Thread | Thread Starter | Forum | Replies | Last Post |
Setting Cell to Worksheet Name | javaeboy | Worksheet Functions | 4 | August 1st, 2004 04:39 PM |
Relative Worksheet Reference | davidylam | Worksheet Functions | 2 | June 10th, 2004 12:04 AM |