#288 Four Ways to Customize Excel for the Way YOU Work

Similar to other office applications, all of Excel’s default settings may not be what you would like. This week we’ll see a few of the ways you can change Excel default settings to make them work better for you.

File Saving Location:

If you don’t like to use the default file location (My Documents), it’s easy to change this to save your spreadsheets anywhere you like.

  1. From the File tab, choose Options (under Help).
  2. In the left pane, choose Save.
  3. In the Save Documents section, change the path in the Default File Location field or click Browse to locate it.
  4. Click OK.

 

Number of Worksheets

By default, new workbooks include three sheets. If that doesn’t work best for you, you can add or remove sheets manually, but a better option might be to change the number of default sheets.

  1. From the File tab, click Options (under Help).
  2. Click General in the left pane.
  3. In the When Creating New Workbooks section, enter the number of sheets in the Include This Many Sheets field,.
  4. Click OK.

 

Font

For a variety of reasons, some people might want to change the default font style and size (as shown above.).

  1. From the File tab, click Options (under Help).
  2. Choose General (if necessary) from the left pane.
  3. In the When Creating New Workbooks section, change the Use This Font and Font Size options.
  4. Click OK.

File Format

If you have been upgraded to a newer version of Excel but have to share your worksheets with others who are still on old versions you have to ‘downgrade’ your spreadsheets to the old (.xls) format or they won’t be able to open them. If you don’t want to do it manually, or if you’re like me and forget sometimes, you might consider making that the default which all versions of Excel can open.

  1. From the File tab, choose Options (under Help).
  2. Choose Save in the left pane.
  3. In the Save Workbooks section, choose Excel 97-2003 Workbook (*.xls) from the Save Files In This Format drop-down.
  4. Click OK.

For these and more check out 10 Excel defaults you can customize to work the way YOU want | TechRepublic.

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