Customize your Excel template

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Customizing your Excel templates is where the magic happens. Start filling in the details with all the necessary elements in your Excel template. Add headers, tables, and calculations, and don’t forget to apply conditional formatting, filters, and formulas to make your Excel templates dynamic.

For example, if it's a monthly budget template, set up categories like "Income" and "Expenses" and add formulas to calculate totals.

Pro Tip: A standard Excel template should have an 'About Template' tab to help other users access the template smoothly.

Step 3: Lock and protect your template
If you're worried about someone messing up your formulas, lock specific cells in your Excel file so that others can enter data into the designated areas without altering the structure of your Excel template.

While you're at it, select the cells you want to lock, go to the "Review" tab and click "Protect vp hr email list Sheet." You can even add a password if needed.

How to Create a Template in Excel: Click Protect Sheet to lock and protect your template

via Microsoft Excel Remember to leave input cells (such as names or numbers) unlocked in your Excel templates while protecting calculation fields or fixed data.

Step 4: Save as template
Once you've finished your workbook, save it as a template. Go to the "File" tab and click the "Save As" button. Choose a location and, in the file format drop-down, select 'Excel Template'.' This will ensure you start with a clean version every time you open the template.