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I have been a heavy user of Excel (and Lotus 123 before that) for many years and I the first thing I do with each new install is customize it the way I like it. Which default Excel settings do you change?
Great post - I do many of these each install. Especially number of tabs - you should never send a document with unused tabs, since it prompts people to check to make sure there isn't anything important on the other tabs.
"Show this number of recent documents" (Advanced Option) is too low by default, I like to set it to the max.
I also add "Format Painter" and "Send by Email" to the Quick Access Toolbar - these are some of the most common functions I'm too impatient to hunt for.
"Show this number of recent documents" (Advanced Option) is too low by default, I like to set it to the max.
I also add "Format Painter" and "Send by Email" to the Quick Access Toolbar - these are some of the most common functions I'm too impatient to hunt for.
In fairness, if you're working in an environment where the IT Team did not customise the Office install, you're probably in an environment where the Owner of a file can be easily determined my NTFS attributes. And if things are desperate enough to be scrapping between colleagues as to who created document X, you may want to reconsider where you're working. ; )
Why make it so hard? I think it's find to not customize, but there are good reasons to do so. First, there's consistency -- everyone on the same page, which is important to some orgs. Second, efficiency. If the issues are known, it's no big deal. It's not a huge issue, it's just one of the things that can be done to make things run smoother.
I use a Custom VBA script found online to get rid of Blank Sheets before I send or upload a Excel workbook.
I've used it ever since Office 2007 came out
http://www.vbaexpress.com/kb/getarticle.php?kb_id=396
It's one of the first Macros that I put in place on a New Excel install, on the Quick Access toolbar right next to the Undo button.
I've used it ever since Office 2007 came out
http://www.vbaexpress.com/kb/getarticle.php?kb_id=396
It's one of the first Macros that I put in place on a New Excel install, on the Quick Access toolbar right next to the Undo button.
... it has to be executed, as you said, each time you send or upload a workbook. Not a big deal, but by setting the defaults as Susan indicated, which you can do just one time, you wouldn't have any blank sheets that needed to be deleted.
However, I work in an environment which require me to receive, edit and return/upload a lot of users' Excel workbooks.
My personal settings is set a default of 2 sheets but I use the Macro to clean up the User workbooks I receive before returning them.
My personal settings is set a default of 2 sheets but I use the Macro to clean up the User workbooks I receive before returning them.
I work in a firm that has a number of offices around the country. As I'm often preparing reports or whatever on an Office basis, I'm forever inserting the list of office names.
Instead, use a "Custom List" to get Excel to help. As you probably know, if you enter Jan in a cell then use the fill handle to expand the selection, Excel fills in the month names in order. This is a Custom List.
If you also work with "standard" lists that you are always re-entering or copying from somewhere, create Custom Lists for your data.
In Excel 2010
Enter the items you want in your list in a column on a worksheet. Then go to File/Options and then to the Advanced section. Scroll to the General area and click the "Edit Custom Lists..." button. In the dialog that comes up, click the "select arrow" next to the Import button, select your list of information, and then click Import.
Now, if you type an item in your list in a cell and do a fill, you'll get your Custom List of items.
Hope that someone finds this useful.
Regards
Instead, use a "Custom List" to get Excel to help. As you probably know, if you enter Jan in a cell then use the fill handle to expand the selection, Excel fills in the month names in order. This is a Custom List.
If you also work with "standard" lists that you are always re-entering or copying from somewhere, create Custom Lists for your data.
In Excel 2010
Enter the items you want in your list in a column on a worksheet. Then go to File/Options and then to the Advanced section. Scroll to the General area and click the "Edit Custom Lists..." button. In the dialog that comes up, click the "select arrow" next to the Import button, select your list of information, and then click Import.
Now, if you type an item in your list in a cell and do a fill, you'll get your Custom List of items.
Hope that someone finds this useful.
Regards
At work, I keep the default "after Enter, move selection down." But at home, personal spreadsheets are entered left-to-right, so I set the action to "move selection right."
I also add "Paste as Values" to the Quick Access Toolbar" for one-click access, since I use it frequently.
I also add "Paste as Values" to the Quick Access Toolbar" for one-click access, since I use it frequently.
I change the Paste Values default -- that thing drives me nuts if I don't!
Startup folder: Contains workbook and sheet templates formatted for printing; basic custom styles. Also my Personal macro workbook with lots of useful stuff in it. This also avoids the need to set the number of sheets ina new workbook (who needs two enopty sheets every time?)
Quick access toolbar: I need at least a 22" screen to see mine. before Excel 2007 I had three custom toolbars (top, left and bottom), I would to eb able to do that again.
As many recently-used files as possible. I also use the "Quickly access this number of Recent Workbooks" option (at the bottom of the Recent Workbooks page - first in 2010?)
Custom lists: One of my favourites is "High, Medium; Low" for sorting prioritised lists
Default file location:
Quick access toolbar: I need at least a 22" screen to see mine. before Excel 2007 I had three custom toolbars (top, left and bottom), I would to eb able to do that again.
As many recently-used files as possible. I also use the "Quickly access this number of Recent Workbooks" option (at the bottom of the Recent Workbooks page - first in 2010?)
Custom lists: One of my favourites is "High, Medium; Low" for sorting prioritised lists
Default file location:
I have been trying to figure out how to change the default settings on pivot tables, to no avail. I was hoping that might be one of the topics in this article.
Anyone have suggestions? Specifically, I want to be able to change Pivot Table Options > Layout & Format > Autofit column widths on update to unchecked, and in Totals & Filters > Grand Totals unchecked.
Anyone have suggestions? Specifically, I want to be able to change Pivot Table Options > Layout & Format > Autofit column widths on update to unchecked, and in Totals & Filters > Grand Totals unchecked.
Those options are not available until you create a Pivot Table. They only show up on the contextual tab that appears when a Pivot Table is selected, not in the general options.
They could probably be changed programatically with VBA after the fact.
They could probably be changed programatically with VBA after the fact.
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