How do I create a template in Excel?

G

Guest

I am going to start doing some accounting for my family business. I want to
redo some of the obsolete daily report papers and make them electronic - so
instead of having the employees write it all down, generating a lot of
paperwork, they can just type the values into a template that automatically
adds up the daily numbers. This way I can access it electronically from home
without having to travel (1 hour) to get to the store then back home again
with the paperwork.

Anyway, I have been searching this site, and have found lots of useful
information about Excel, but I have yet to find a tutorial that actually
shows how to step-by-step set up a template in Excel. Please, can someone
point me in the right direction?
 
R

Ragdyer

I assume that your definition of a template is a form, where you use a copy
of the original, preserving the original, and then rename the "filled" in
template copy, and save it in a file.

See if this old post can help.

http://tinyurl.com/3qp2h

Post back with any further questions.
 
G

Guest

This was helpful, but I read a little bit about how to make the file a
template with the Microsoft Excel help. I'm more curious as to how to
actually create the form - make boxes where employees can fill out the
numbers, and excel will automatically total the numbers. For example: They
type in the amount sold ($) in grocery, fuel, and beer/wine for the day into
seperate, respectively labeled boxes, and Excel will show the total beneath
it. I already know how to do mathematics with excel through some of the
tutorials, I just need to know how to make the form without the entire page
being columns and rows. I'd like the final result to look just like the
paper that the employees currently write on, just digital. Hopefully all
this makes sense, lemme know what you make of it!
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Similar Threads

how do I use the daily calorie and fat percentage template? 1
Macro to create report 1
Can I do a global find and replace on the tabs in Excel 2007 1
Excel Excel macro to insert template sheet to all files in directory 0
How to open a Template under a different name, preferably the dat 1
How do I use the timecard template if I am using a time clock and. 1
How do I create a formula for this equation 2
Export Data from another source to use in an excel template 0

Top