excel vba courses london - Templates - Excel and word

Hi Sarah

Thanks for your question.

In Excel, set up the spreadsheet with all the necessary labels, formatting and formulas in it, ready for whoever needs to use it to enter the relevant figures when they create a spreadsheet from the template.

When you go to save the file, instead of saving as a Microsoft Excel Workbook, change the file type to Template.

In Word, set up the document ready for someone to fill in the necessary parts/sections, with all the formatting, headers and footers etc all entered in. You may find it useful to use form fields in the document, depending on what people will be entering into it. Styles will be useful if the document will have lots of headings. Then instead of saving as a Microsoft Word Document, change the file type to Template.

I hope this helps.
Amanda