Excel Template Questions

Hobolord

Board Regular
Joined
Sep 9, 2015
Messages
64
Hello All!

I am working with excel 2010 on Windows 7.

I have created several 'templates' in excel which use a lot of formulas, macros, and conditional formatting. Of course, I have the users of these templates who keep pasting over the formulas, removing the conditional formatting, and saving the template with their changes over the whole template.

I am not really sure of my options, so I came here, as I'm sure some of you savvy people can help!

Questions:
  1. Is there a way for me to keep someone from saving over my template? Like a 'Warning' msgbox that pops up when they hit Save instead of Save As? Or any way to disable the save?
  2. Is there a way for me to stop them from just removing my conditional formatting while still allowing them change the cell values?

It's driving me crazy having to re-do my formatting and undo all of their changes all the time.

Thanks in advance for your help!
 

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1. You can try saving it as a read-only file.
2. If the cell value changes, the conditional formatting should stay the same unless they mess with it.
 
Upvote 0
You can also protect the file and only allow them to change certain cells.
 
Upvote 0
Hey Kyle, thanks for the response.

1. If I save it as a read-only, how does that affect my ability to update it when necessary?

2. They are taking my conditional formatting off of the cells, and I need to remove their ability to do that. Those cells require their input though, so I can't protect them unless there is an option to only protect formatting?
 
Upvote 0
Nevermind, protecting the cells won't work, because I want them to be able to format some cells, but not others, and I don't think there is a way to lock some cells for formatting and lock other cells for something else.
 
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