Select A Customized Worksheet With A Mouse Click


I need to use 12 different Excel file setups—each loaded with ifferent formulas and formats. And each month I have to create a new blank file formatted to match one of those 12, which is a pain. My alternative method is to copy one of the old worksheets and then just remove the data. But either way, it takes time. Do you have a better way to do this?

 The easiest solution I can think of is very low-tech. I would just create a template of a single file that contains 12 worksheets—each custom-designed to match one of the 12 you need. You then can store that file so you can evoke any of the custom designs with just two sets of mouse clicks—one to launch the template and the other to open the custom worksheet. When you launch the template and select the worksheet, just save it as a file and you’re ready to start work on it.

However, to keep the process simple—to avoid having to search for the template—I’d suggest you make one small adjustment when you’re ready to save the 12-workbook template. After you click on Save as and give it a descriptive name and then cursor down to Template (*.xlt) , don’t let Excel save it to the default template folder. Instead, save it to some other convenient folder—such as the one where you typically save your working spreadsheets (see screenshot below).

Then go to your desktop and click on New , Shortcut . When the Create Shortcut screen appears, browse to that convenient folder where the template is situated, locate the template file, highlight it and click on OK.

Once it’s set up, right-click on it and change the name to something short and descriptive and then click on Properties , where you can select a descriptive icon.

Now the custom spreadsheets are right at your fingertips.

Bonus: You can create a family of customized Word files the same way. If, for example, you want to store a collection of frequently used letters or memos, place one on successive pages of the file. Now all the form letters are accessible on the desktop under one icon.


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