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MS Office Forum / Excel / New Users / April 2008

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Using Custom Views

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Vic Baron - 15 Apr 2008 00:03 GMT
Complete Excel noob here -

If I've defined a custom view in one workbook, how can I apply it to
another. It is not shown in the list.

What I want to do:

I have a workbook with columnar data similar to a check register. I have set
up the formatting for display and print formatting, including headers &
footers. This data is for a specific client but I want to save that
formatting, both visual and print so that I can create new workbooks for
other clients and apply the same formatting. I thought that by saving the
custom view it would work but it is not seen outside of the workbook in
which I created  it.

It's probably obvious but I just can't see the solution.

I was reading up on Styles & Templates but that doesn't seem to include the
print formatting or have I misread the help?

Thanx,

Vic Baron

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Gord Dibben - 15 Apr 2008 00:20 GMT
Open a new workbook.

Format as you wish for display and for print setup, including headers/footers.

Build Custom Views if you like at this point.

Wheh happy with your formatting.........................

File>Save As>File Type>MS Excel Template(*.xlt)

Give it a name and Save to a location you like.

Open using File>New...Templates>On my Computer

Gord Dibben  MS Excel MVP

>Complete Excel noob here -
>
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>
>Vic Baron
Vic Baron - 15 Apr 2008 00:40 GMT
Gord -

Thank you - that should work just fine!

Vic

> Open a new workbook.
>
[quoted text clipped - 38 lines]
>>
>>Vic Baron
Gord Dibben - 15 Apr 2008 00:52 GMT
Hope so........good luck.

Gord

>Gord -
>
[quoted text clipped - 44 lines]
>>>
>>>Vic Baron
 
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