Microsoft Office Tutorials and References
In Depth Information
Creating the Template
Plan
Ahead
(continued)
Use dummy data to verify formulas. When a template is created, dummy data — that is,
sample data used in place of actual data to verify the formulas in the template — should
be used in place of actual data to verify the formulas in the template. Selecting simple
numbers such as 1, 2, and 3 allows you to check quickly to see if the formulas are gener-
ating the proper results. In templates with more complex formulas, you may want to use
numbers that test the extreme boundaries of valid data.
Format cells in the template. Formatting should be applied to titles and subtitles that can
be changed to provide cues to users of the worksheets. For example, by using a fi ll color
for the title and subtitle, when each regions’ worksheets are created, the fi ll color can
be changed. All numeric cell entry placeholders – dummy data – should be properly
formatted for unit numbers and currency amounts.
After the template is saved, it can be used every time a similar workbook is developed.
Because templates help speed and simplify their work, many Excel users create a template
for each application on which they work. Templates can be simple — possibly using a special
font or worksheet title; or they can be more complex — perhaps utilizing specifi c formulas
and format styles, such as the template for the NextDVR Profi t Potential workbook.
Creating a template, as shown in Figure 6–4, follows the same basic steps used to
create a workbook. The only difference between developing a workbook and a template is
the fi le type used to save the template.
template
dummy data entered
into template
SUM function
determines values
in Total row
Figure 6–4
 
 
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