Our XLSX & XLS “Do-It-Yourself” files require a spreadsheet program like:
Microsoft Excel -OR- free software Open Office Calc (Windows & Mac-friendly).
The DIY files are created with basic fonts and standard colors so that they will function with various spreadsheet programs. You may edit these fonts, headings, and most background colors within the spreadsheet program you use. You can also add your own data to most fields. The “do-it-yourself” changes you make may also be saved.
How to Choose XLSX or XLS:
Use the XLSX files if you are using Excel 2007 or OpenOffice Calc.
Use the XLS files if you are using Excel 1997-2003.
[DIY TIP]: SAVING YOUR FILE
Save your edited file with a different name than the original file. This way you will always have a template. Of course, if needed, you can always come back here to download the original again.
[DIY TIP]: MULTIPLE LAYOUTS IN ONE FILE
Click the tabs at the bottom of each DIY file to see all the various layouts/worksheets (each tabbed page is called a worksheet).
[DIY TIP]: MAKE YOUR OWN COPIED TEMPLATES
Right-click the tabs at the bottom of each DIY file to make additional copies of same “worksheets” within one file — great for personal customization!
[DIY TIP]: FIELDS THAT WRAP TEXT
Some of the fields (or boxes) within a file have the ability to “wrap text”. This means you can continue typing and it will automatically take your text to the next line within that same field box. To force your own line break, click ALT-ENTER (in Excel) or CTRL-ENTER (in OpenOffice Calc). To edit these fields, double-click the field and click where you want to edit (a cursor should appear).
[DIY TIP]: WORKING WITH OPEN OFFICE CALC (pages size differently)
It is difficult to predict exactly how a page’s margins might change within OpenOffice Calc.
Before editing/printing the file, please follow these steps:
- 1: Click “View/Page Break Preview”.
2: Blue lines will outline the full pages. If it appears that a row or two at the bottom are being cut off, hover over the bottom blue line, then click and drag the line to where the bottom of the page should be. Do this for each worksheet.
3: Click “File/Page Preview”.
4: If all looks correct, click “View/Normal”.
5: Save the document and choose the ODS format.
Now you can begin editing/printing.
We will be adding more helps and videos below as we have time.
VIDEOS
These videos show our spreadsheets in Excel 2007.
Instructions should be similar for earlier versions of Excel and the OpenOffice Calc program.
How to Edit Text