You can leave the workbook’s labels to aid in 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.
To ensure that every year’s workbook has a similar appearance, you can create a workbook with the characteristics you want, and save it as a pattern, or template, for similar workbooks you will create in the future.
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.
TIP You can also save your Excel 2016 workbook either as an Excel 97–2003 template (.xlt) or as a macro-enabled Excel 2016 workbook template (.xltm).
For information about using macros in Excel 2016 workbooks, see Chapter 12, “Automate repetitive tasks by using macros.” When you create a new workbook by using the tools found in the Backstage view, the New page displays the blank workbook template, built-in templates, a search box you can use to locate helpful templates on Office.com, and a set of sample search terms.
From the list of available templates, you can click the template you want to use as the model for your workbook.
Excel creates a new workbook (an workbook file, not an template file) with the template’s formatting and contents in place.Today we will tackle a problem that many Excel users are struggling with daily - how to merge multiple Excel sheets into one without copying and pasting.The tutorial covers two most common scenarios: consolidating numeric data (sum, count, average, etc.) and merging sheets (i.e. The quickest way to consolidate data in Excel (located in one workbook or multiple workbooks) is by using the built-in Excel Consolidate feature. Supposing you have a number of reports from your company regional offices and you want to consolidate those figures into a master worksheet so that you have one summary report with sales totals of all the products.To have a closer look at this and a other merge tools for Excel, you are welcome to download 14-day trial version of the Ultimate Suite.The tutorial demonstrates different ways to combine sheets in Excel depending on what result you are after - consolidate data from multiple worksheets, combine several sheets by copying their data, or merge two Excel spreadsheets into one by the key column.This chapter guides you through procedures related to using a workbook as a template for other workbooks, linking to data in other workbooks, and consolidating multiple sets of data into a single workbook.