Microsoft Office Tutorials and References
In Depth Information
A consequence of organizing your data into different workbooks and worksheets is that
you need ways to manage, combine, and summarize data from more than one Excel
document. You can always copy data from one worksheet to another, but if the original
value were to change, that change would not be reflected in the cell range to which you
copied the data. Rather than remembering which cells you need to update when a value
changes, you can create a link to the original cell. That way, Excel will update the value for
you whenever you open the workbook. If multiple worksheets hold related values, you can
use links to summarize those values in a single worksheet.
In this chapter, you’ll learn how to use a workbook as a template for other workbooks,
work with more than one set of data, link to data in other workbooks, summarize
multiple sets of data, and group multiple workbooks.
Practice Files Before you can complete the exercises in this chapter, you need to copy
the book’s practice files to your computer. The practice files you’ll use to complete the
exercises in this chapter are in the Chapter07 practice file folder. A complete list of
practice files is provided in “Using the Practice Files” at the beginning of this topic.
Using Workbooks as Templates for Other
After you decide on the type of data you want to store in a workbook and what that
workbook should look like, you probably want to be able to create similar workbooks without
adding all of the formatting and formulas again. For example, you might have established
a design for your monthly sales-tracking workbook.
When you have settled on a design for your workbooks, you can save one of the
workbooks as a template for similar workbooks you will create in the future. You can leave
the workbook’s labels to aid data entry, but you should remove any existing data from
a workbook that you save as a template, both to avoid data entry errors and to remove
any confusion as to whether the workbook is a template. You can also remove any
worksheets you and your colleagues won’t need by right-clicking the tab of an unneeded
worksheet and, on the shortcut menu that appears, clicking Delete.
If you want your template workbook to have more than the standard number of
worksheets (such as 12 worksheets to track shipments for a year, by month), you can add
worksheets by clicking the Insert Worksheet button that appears to the right of the
existing worksheet tabs.