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Helen Bradley - MS Office Tips, Tricks & Tutorials

Saturday, February 17, 2007

Start Smart in Excel

When Excel starts a default new workbook displays. This workbook contains many of the default settings for Excel and it can be customized so it looks the way you want it to look.

You can configure the defaults for your starter Excel worksheet if you place your settings in one of the two Excel templates; Book.xlt and Sheet.xlt. Neither file is required but, if you have one or other, or both, stored in your XLStart folder then Excel opens them whenever it opens and uses the data you have stored in them as its own default settings.

When you're creating either or both of the files make sure to put the relevant settings in the right file. Book.xlt should contain the defaults for all new workbooks such as styles and toolbars.

Use Sheet.xlt for options appropriate for all new sheets in a workbook which are added when you choose Insert, Worksheet. A word of warning, when you save a workbook as sheet.xlt make sure it contains only one Sheet.

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3 Comments:

At April 13, 2007 at 3:46 PM , Blogger Ben Moore said...

How do you create a default template for the workbook created by File/New?

 
At April 13, 2007 at 4:20 PM , Blogger Jane said...

Hi Ben

Start out by opening a new workbook and put in it everything you want to have appear in all new workbooks.

Then choose File, Save As and, from the Save as type list choose Template .xlt and save the file calling it book.xlt in your XLStart folder. Close everything and restart and it will be your new default look for all future Excel documents.

 
At April 13, 2007 at 5:55 PM , Blogger Jane said...

Ok, the conversation continues. Seems like Ben is needing a solution that works in Excel 2007 for configuring the default font for all new workbooks.

This can be configured using the Excel Options dialog (click on the office button and choose Excel Options). In the Popular group is a setting for font, font size, view and number of sheets in all new workbooks.

 

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