Join Dennis Taylor for an in-depth discussion in this video Creating an Excel template to simplify updating a monthly file, part of Excel Tips Weekly.
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- [Voiceover] On this worksheet we're seeing…some sales total for February 2016.…Let's imagine you've named this file…something along those lines, like "February 2016 Sales".…And you've been working with this file every month…and what you do is you create a new file…every month in the following way.…Imagine, it's early March,…you've opened the February file.…What do you do first?…You change the heading here,…perhaps you just double-click,…change that to March.…And then you've worked with it enough to know…that these cells here are not formulas,…so you just take out the data.…
This is the February data.…And we highlight just this data here.…Everything on the perimeter there to the right…and below, those are formulas,…they're gonna look kinda funny right now…as I press "delete" to get rid of the data.…So, it's March, you're putting in the numbers here.…I'll just make a few numbers here.…And you do some more here and there.…You get a phone call, you get interrupted,…maybe you've gotten roughly half of it done…or maybe you're suddenly called to a meeting.…
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