Opening Excel with a customised default workbook

quinella

New Member
Joined
Oct 19, 2002
Messages
4
Hi all

I suspect this question is a fairly simple one to answer, but it has me stumped.

Supposing I want to make some customisations to a workbook (specifically the formatting of the cells) and then save it as the default so that when Excel opens it will open with it each and every time, how would I go about doing that (ie the saving of, eg where to, and ensuring that it opens with it each time).

This is on Windows XP Pro running Office XP if that is of any help.

I'd be grateful for any advice ... thanks all.


Sue
 

Excel Facts

Highlight Duplicates
Home, Conditional Formatting, Highlight Cells, Duplicate records, OK to add pink formatting to any duplicates in selected range.

gplhl

Board Regular
Joined
Feb 23, 2002
Messages
150
Either stick it on a startup folder, that windows uses on start up or use

Tools>Options>alternate Startup File Location

This will open files in this directory when Excel is started.
 

Mark O'Brien

MrExcel MVP
Joined
Feb 15, 2002
Messages
3,530
Save it as a template. I've never done this, but there's a decent description of how to do this in the Excel help file. Start help and on the "Answer Wizard" or "Search" tab do a search for "template".

I'd post the instructions here, but they don't look as good as they do in the help file.

HTH
 

lenze

Legend
Joined
Feb 18, 2002
Messages
13,690
Adding to Mark's post, if you save it as a template in the xlstart folder and name it book.xlt, it will become the default workbook for all new files.
 

BigC

Well-known Member
Joined
Aug 4, 2002
Messages
851
Adding to lenze's post, after getting the spreadsheet set up the way you want (default formats, spreadsheet identification info at top left (eg. company name, etc), page set up, etc) and saving it as Book.xlt (as lenze indicated) also save it as Sheet.xlt. Excel will then use the Sheet.xlt template whenever you insert a new sheet into an existing workbook, whereas Book.xlt is for new workbooks.
Note that you need to shut-down & restart Excel after initially saving the templates for them to be activated.

HTH
 

quinella

New Member
Joined
Oct 19, 2002
Messages
4
Hi everyone

All fixed now. Thank you to you all for your help and advice. Everything is set up and working well.

All the best.

Sue
 

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