New Excel Document

[Bill]

How do you change the default settings on a new excel doc so that when you
open a new doc it contains the settings (especially the page set-ups) you
want? I can change the settings on the doc which opens @ start-up, but once
I'm in excel, when I open a new doc it doesn't have the setting I need.

 

[JP]

Excel version?

If 2003, see http://www.codeforexcelandoutlook.com/excel-vba/workbook-and-worksheet-templates/

--JP

 

[Gord Dibben]

Open a new workbook. Customize as you wish.........group the sheets before
setup so's all sheets get same settings.

File>Save As Type: scroll down to Excel Template(*.XLT) and select. Name
your workbook "BOOK"(no quotes). Excel will add the .XLT to save as
BOOK.XLT.

Store this workbook in the XLSTART folder usually located at........

C:\Documents and Settings\username\Application Data\Microsoft\Excel\XLSTART

This will be the default workbook for File>New or the Toolbar button
File>New or CTRL + n

WARNING................Do not use File>New...Blank Workbook or you will get
the Excel default workbook.

NOTE: Existing workbooks are not affected by these settings.

You can also open a new workbook and delete all but one sheet. Customize as
you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes
the default Insert>Sheet.

More can be found on this in Help under "templates"(no quotes).

Instructions are for Excel 2003 and earlier.

2007 is similar except you would save as BOOK.xltx

New File Icon or CTRL + n in 2007.


Gord Dibben MS Excel MVP

 

[Bill]

JP, thank you. This works when starting excel. My problem is once I'm in
excel and I want to open a NEW document from the menu bar, it opens a new
document wihout my desired settings. I guess I can just select FILE and open
the initial document again, as long as it was one of my recent documents.

I guess I'm being lazy.

 

[JP]

Not sure what you mean. If you set up book.xlt and sheet.xlt and save
in your XLSTART folder, you can press Ctrl+N or click the "New" button
on the Standard toolbar and get a new workbook customized as you did
with the template. What you cannot do (as Gord instructed) is go to
File > New... and choose "Blank workbook."

--JP