Effective use of Templates in Excel

About this course

PurposeEffective use of templates allows Excel tables to be constructed efficiently, and logically. It is particularly useful for the Excel developers who use mathematical formulae.In short if you are repeatedly using the same tables, and then reformatting the tables or reapplying the formulae manually then this course is essential to help you be more efficient.Note that here when I refer to Excel tables I simply mean data that is formatted within a group. I do not mean a structured Excel Table (previously called a list).BackgroundThis course includes content from an older course on formatting in Excel. Based on feedback it was decided to expand the subject of Templates to become a separate course.Some of the Excel files used in this course are also provided in the older course and therefore the file names also refer to the previous file names as follows:Template1 (Unformatted7)Template2 (Unformatted8)Template3(Unformattted9)Section 1 IntroductionWe introduce the concepts for templates and outline what will be covered in this course.Lecture 1 Template ConceptsThis lecture explains template concepts in preparation for following lectures.You will learn:• The importance of using templates• Appropriate layouts for templates• The difference between an original template and a clone template• Considerations for setting up of easy to follow templatesThe corresponding sections are:2. Using a clone template for a simple set of data.3. Creating formulae that can be globally applied4. Using a clone template for more complex data5. CloseThe user is not required to know VBA , named ranges or arrays. These will be contained in extension courses.Section 2 Using a clone template for a simple set of d

Course objectives

• To teach efficient table construction in Excel
• To explore appropriate layouts for templates
• To enhance productivity through template usage