Default Workbook

How to add header/footer to the default workbook that appears when you open
Excel? Eg. want to add file name and date as footers to all files created
without having to remember to add them for each workbook created.

Open a new workbook. Customize as you wish. To set a footer/header for each
sheet, select a sheet then right-click and "select all sheets".

Enter your footer on the active sheet and will be done to all. Ungroup sheets
when done.

FileSave As Type: scroll down to Excel Template(*.XLT) and select. Name your
workbook "BOOK"(no quotes). Excel will add the .XLT to save as BOOK.XLT.

Store this workbook in the XLSTART folder usually located at........

C:\Documents and Settings\username\Application Data\Microsoft\Excel\XLSTART

This will be the default workbook for FileNew or the Toolbar button FileNew or
CTRL + n

WARNING................Do not use FileNew...Blank Workbook or you will get the
Excel default workbook.

NOTE: Existing workbooks are not affected by these settings.

You can also open a new workbook and delete all but one sheet. Customize as
you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes
the default InsertSheet.

More can be found on this in Help under "templates"(no quotes).


Gord Dibben Excel MVP

On Fri, 25 Jan 2008 12:06:03 -0800, Insurance Daddy-O Insurance
wrote:

How to add header/footer to the default workbook that appears when you open
Excel? Eg. want to add file name and date as footers to all files created
without having to remember to add them for each workbook created.

I would just like clarification. If we were to have a branded workbook
template available for our consultants to download and use at a client site,
in order for new sheets to be inserted into the template with our branding in
the header/footer, they would need to download and save SHEET.XLT into the
XLSTART folder of whatever machine they're located at?

Is there any other way to have that branded header/footer show up in newly
inserted sheets without overwriting the SHEET.XLT on the machine they're at?
Our consultants often get assigned a client owned computer when they are at
client sites.



"Gord Dibben" wrote:
You can also open a new workbook and delete all but one sheet. Customize as
you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes
the default InsertSheet.

Yes, you would have to have your personalized SHEET.XLT in the Xlstart folder.

Have you thought about a macro in the Branded Workbook Template to insert a new
Excel default sheet and code to add the Header/Footer customization to that
newly inserted sheet?

Your consultants would then only need the Branded Workbook Template.

Any workbook based upon the Template would have the macro.


Gord

On Mon, 11 Feb 2008 14:21:23 -0800, Pugs wrote:

I would just like clarification. If we were to have a branded workbook
template available for our consultants to download and use at a client site,
in order for new sheets to be inserted into the template with our branding in
the header/footer, they would need to download and save SHEET.XLT into the
XLSTART folder of whatever machine they're located at?

Is there any other way to have that branded header/footer show up in newly
inserted sheets without overwriting the SHEET.XLT on the machine they're at?
Our consultants often get assigned a client owned computer when they are at
client sites.



"Gord Dibben" wrote:
You can also open a new workbook and delete all but one sheet. Customize as
you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes
the default InsertSheet.

Gord,

Thanks for the quick reply. I have thought about using macros, but
unfortunately that's a little beyond my knowledge level. At least one of the
consultants has to have that skill set, though, so I'll be checking with
them.

Thanks again.

"Gord Dibben" wrote:

Yes, you would have to have your personalized SHEET.XLT in the Xlstart folder.

Have you thought about a macro in the Branded Workbook Template to insert a new
Excel default sheet and code to add the Header/Footer customization to that
newly inserted sheet?

Your consultants would then only need the Branded Workbook Template.

Any workbook based upon the Template would have the macro.


Gord

On Mon, 11 Feb 2008 14:21:23 -0800, Pugs wrote:

I would just like clarification. If we were to have a branded workbook
template available for our consultants to download and use at a client site,
in order for new sheets to be inserted into the template with our branding in
the header/footer, they would need to download and save SHEET.XLT into the
XLSTART folder of whatever machine they're located at?

Is there any other way to have that branded header/footer show up in newly
inserted sheets without overwriting the SHEET.XLT on the machine they're at?
Our consultants often get assigned a client owned computer when they are at
client sites.



"Gord Dibben" wrote:
You can also open a new workbook and delete all but one sheet. Customize as
you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes
the default InsertSheet.

Okay,

I've figured out the how to create the macro. The problem that I'm
having now is that in the custome header and custom footer we have an image
with our company logo (header) and an image with our company slogan (footer).


I'm having difficulty figuring out how to have the macro add the images.

"Pugs" wrote:

Gord,

Thanks for the quick reply. I have thought about using macros, but
unfortunately that's a little beyond my knowledge level. At least one of the
consultants has to have that skill set, though, so I'll be checking with
them.

Thanks again.

"Gord Dibben" wrote:

Yes, you would have to have your personalized SHEET.XLT in the Xlstart folder.

Have you thought about a macro in the Branded Workbook Template to insert a new
Excel default sheet and code to add the Header/Footer customization to that
newly inserted sheet?

Your consultants would then only need the Branded Workbook Template.

Any workbook based upon the Template would have the macro.


Gord

On Mon, 11 Feb 2008 14:21:23 -0800, Pugs wrote:

I would just like clarification. If we were to have a branded workbook
template available for our consultants to download and use at a client site,
in order for new sheets to be inserted into the template with our branding in
the header/footer, they would need to download and save SHEET.XLT into the
XLSTART folder of whatever machine they're located at?

Is there any other way to have that branded header/footer show up in newly
inserted sheets without overwriting the SHEET.XLT on the machine they're at?
Our consultants often get assigned a client owned computer when they are at
client sites.



"Gord Dibben" wrote:
You can also open a new workbook and delete all but one sheet. Customize as
you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes
the default InsertSheet.

Have you thought of including a worksheet (hidden) in that workbook and
providing a macro that would create a new (visible) worksheet based on that
hidden sheet?

Pugs wrote:

I would just like clarification. If we were to have a branded workbook
template available for our consultants to download and use at a client site,
in order for new sheets to be inserted into the template with our branding in
the header/footer, they would need to download and save SHEET.XLT into the
XLSTART folder of whatever machine they're located at?

Is there any other way to have that branded header/footer show up in newly
inserted sheets without overwriting the SHEET.XLT on the machine they're at?
Our consultants often get assigned a client owned computer when they are at
client sites.



"Gord Dibben" wrote:
You can also open a new workbook and delete all but one sheet. Customize as
you wish then save this as SHEET.XLT in XLSTART folder also. It now becomes
the default InsertSheet.

--

Dave Peterson

Dave,

This is an excellent solution! I'm playing with it right now. My only
complaint so far is I'm trying to figure out how to have newly created sheet
moved to be the last sheet.

With the sheet.copy function, you have to specify a sheet for it to be
inserted before or after. If you tell it to insert after Sheet3 (let's say
that this is the last sheet in the book), it will always insert after Sheet3.
So you insert one sheet new sheet and it inserts after Sheet3. You insert
another sheet and it inserts after Sheet3 again, but before the one the
previously inserted. Did that make sense?

"Dave Peterson" wrote:

Have you thought of including a worksheet (hidden) in that workbook and
providing a macro that would create a new (visible) worksheet based on that
hidden sheet?

Nevermind,

I've sorted it out. Right now, my macros look like:

Sub NewSheet()
Sheets("Sheet").Select
Sheets("Sheet").Copy After:=Sheets(Sheets.Count)
End Sub

Sub HideSheetTemplate()
Sheet1.Visible = xlVeryHidden
End Sub

Sub ShowSheetTemplate()
Sheet1.Visible = True
End Sub

They're working beautifully. See! Sometimes us non-technical Project
Managers can accomplish something slightly technical!

"Pugs" wrote:

Dave,

This is an excellent solution! I'm playing with it right now. My only
complaint so far is I'm trying to figure out how to have newly created sheet
moved to be the last sheet.

With the sheet.copy function, you have to specify a sheet for it to be
inserted before or after. If you tell it to insert after Sheet3 (let's say
that this is the last sheet in the book), it will always insert after Sheet3.
So you insert one sheet new sheet and it inserts after Sheet3. You insert
another sheet and it inserts after Sheet3 again, but before the one the
previously inserted. Did that make sense?

Excellent and I am happy Dave came up with a better solution with the hidden
worksheet.


Gord

On Tue, 12 Feb 2008 08:48:09 -0800, Pugs wrote:

Nevermind,

I've sorted it out. Right now, my macros look like:

Sub NewSheet()
Sheets("Sheet").Select
Sheets("Sheet").Copy After:=Sheets(Sheets.Count)
End Sub

Sub HideSheetTemplate()
Sheet1.Visible = xlVeryHidden
End Sub

Sub ShowSheetTemplate()
Sheet1.Visible = True
End Sub

They're working beautifully. See! Sometimes us non-technical Project
Managers can accomplish something slightly technical!

"Pugs" wrote:

Dave,

This is an excellent solution! I'm playing with it right now. My only
complaint so far is I'm trying to figure out how to have newly created sheet
moved to be the last sheet.

With the sheet.copy function, you have to specify a sheet for it to be
inserted before or after. If you tell it to insert after Sheet3 (let's say
that this is the last sheet in the book), it will always insert after Sheet3.
So you insert one sheet new sheet and it inserts after Sheet3. You insert
another sheet and it inserts after Sheet3 again, but before the one the
previously inserted. Did that make sense?