Learn how to easily copy styles from one workbook or template to another. Author Jen McBee demonstrates the steps for copying a style from a workbook or template and merging it with the styles in another workbook or template.
- [Instructor] Creating a new cell style in Excel can save you a lot of time especially if you're required to always use specific fonts, colors and currency formats. And did you know you don't have to recreate these cell styles for each document. You just need to merge them from one workbook to another. We're going to be working with the 02_03 Copy_Styles document, and that will be our source file. We'll create a new cell style there, and we'll merge it with our destination file, which is the 02_03 Destination workbook.
Let's go ahead and jump into our 02_03 Copy_Styles workbook. We'll go to cell styles. Notice we don't have any custom styles yet. We're going to go down to new cell style, and let's name this Format_Currency. Click the format button. This is where we can change the number format, the font, border fill, etc. I'd like to go ahead and choose currency with no decimal places, and I do want it to display the dollar sign.
Let's move on to font. Like to change this to Arial size 12, and let's change the color to green. Those are all the changes that I want to make. We'll go ahead and click ok, and click ok again. And let's apply our new cell style to the information in B6 over to E12. Cell styles, here's the new one that we just created, and we now see our new format applied to the information in those cells.
Now let's go over to our second workbook, our destination file. I'll click on view, switch windows, and select Destination. If I go to cell styles, you can see that we don't have any custom formats here. But I want to pull it in from our source file, so I'll go down to merge styles, and here's the file that we created that new cell style in. You do have to have both of the files open, the one you're copying from and the one that you're copying to.
So with that selected, I'll go ahead and click ok, and it says do you want to merge the styles that have the same names. I'll say yes. Now if we go look at our cell styles, here's the custom one that we created. And if I select the student name, for instance, I can apply that cell style right here. And there you go. That's how easy it is to copy or merge your custom styles from one workbook to another.
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The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc. In the managing workbooks chapter, learn how to work with templates, versions, and macros. In the formatting and layout chapter, see how to apply custom formats and styles. The advanced formula chapter covers additional functions including a nested IF. The charts and tables chapter shows how to create a new PivotChart. The course concludes with a sample exam you can use for practice.
- Using templates
- Managing versions
- Leveraging macros
- Linking to external data
- Protecting cells
- Hiding formulas
- Using advanced Fill Series options
- Creating form fields
- Using advanced functions: AND/OR, SUMIFS, AVERAGEIFS, and COUNTIFS
- Manipulating options in existing PivotCharts