One thing the recent situation has taught me is that investing time in processes can pay back in the long run. I’ve pulled together a couple of tips that have saved me time generating Excel reports.
I have a certain style of reports. I like my set colours, formatting. Presenting data in an easily read format is very important. Ever thought how long it takes to format a workbook? Why not create a template?!
I’ll take you through my tips on my template tabs in another post. This is a great time saver!Check back soon or join my mailing list to hear more!
Saving a Template in Excel
Got the bear bones of your usual report? Here are the steps to save it so its always readily available. Saving you valuable time when pulling together a new workbook.
Lets say you have your workbook
Get your template prepared. This is unique to you, so set up however you like. Once you have your bare bones of a usual report you pull together head to the save menu.
- Select File
- Choose a filename
- Dropdown under the fileneame and select “Excel Template”
Creating a Workbook from a Template
Great, we’ve created a template, this will save us tonnes of time tinckering with fonts, colours, default column widths. There’s no limit to the number of templates you can have.
To create a workbook using a template follow these steps:
- Click “Personal”
This should be just under the “blank workbook” option
- Double click your template file