Excel® Templates

Custom templates for Excel can be set up to perform functions and calculations, import and export data as well as ensure a consistent style throughout your spreadsheets. The general benefits of using Microsoft® Office templates are on our Templates page.

Spreadsheets

Accounts

Graphs

Forms

Reports

Financial models

Analysis tools

Data summaries

Custom functions

Custom toolbars and menu options can be added to Excel templates to provide easy access to custom functions as well as the standard Excel functions and features. Excel has a number of events that can be intercepted so we can program processes to run when, for example a spreadsheet is saved or printed, or if a certain value is entered in a specific range of cells. We can also run procedures when a new sheet is added to a workbook or when a workbook is closed. We can provide custom functions to respond to mouse events, for example double clicking a cell could show a choice of actions to take, helpful comments or could even point to the cell's underlying data.

We can set up Excel spreadsheets as data entry forms where users can only enter data in certain cells. The formulas and layout of the spreadsheet are protected so they cannot be altered by unauthorised people. We can also add a series of dialog boxes to make a wizard to help step users through complex tasks.

Many calculations can be performed by combining Excel functions together in a formula but if a specific calculation is not provided for, we can write a custom calculation function.

We can set up add-in templates that are loaded when you open Excel. An add-in provides global access to custom functions and procedures so you do not need to have a specific workbook open to use a custom procedure, it will be available to all open workbooks.

Graphs and pivot tables are particularly useful for analysing and displaying data. We can design Excel templates to show all graphs in a certain style using specific colours. We can set up graphs to gather their data from a dynamic range so if the data range changes, you do not need to re-specify the graph. Pivot tables® can also be configured automatically, leaving you with more time to analyse the data.

We can provide automatic formatting procedures that will automatically format a table or range of cells in a particular style such as adding house colours, shading column headings, adding bold text and borders. A formatting procedure could prepare a table ready for copying into a Word report.

An automated procedure attached to a spreadsheet could retrieve data from other sources such as a database or other spreadsheets. It could perform calculations and create graphs automatically. Headers and footers showing company details and page numbers could be automatically added to each sheet and the workbook printed as a report. The data could also be extracted to a Word file to create a report. The procedure could finish off by emailing the workbook or just a single sheet to a specified list of recipients.

Examples of custom Excel templates we have created

A Euro conversion add-in enabling users to convert their spreadsheets back and forth between pre-euro national currencies and euros. Spreadsheets could be maintained in national currencies which the source data was provided in yet produce output tables and reports in euros.
Spreadsheets that directly query a data warehouse for relevant data so saving users the time-consuming and error-prone task of looking up the data and typing it in manually.
Spreadsheets that can automatically send updates to a data warehouse either when a user changes a cell value or when the spreadsheet is saved.
Reports that consolidate data from a variety of data sources - different spreadsheets, databases and text files - to present an overall summary.
Spreadsheets that are automatically published to a company intranet when they are saved.

See our Excel tips.

We also do Word templates.

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