This article discusses both the benefits and drawbacks of opening an unnamed copy when creating a new workbook from a template in Microsoft Excel.
when you create a new workbook from one of the templates in Microsoft Excel, an unnamed copy of that template will open. This is not always what you want to happen. There are ways to prevent it from happening when you click “Save As” and then choose “Existing Workbook.”
When opening a workbook that was created by someone other than yourself, using this option can help ensure consistency with formatting or layout so there’s less chance for error on your end if changes need to be made later on.
If the document has references (e.g., cell addresses) or formulas that use relative measurements (e.g., A+B), these may not work as you expect when the document opens.
If this is an original, untouched copy of a template on your computer or in OneDrive for Business, then it may be best to avoid using “Save As” and instead save directly without changing any settings at all.
Ways to Avoid:
When opening a new workbook from one of the templates in Microsoft Excel, click “New Workbook.” This will automatically create an unnamed copy (not saved) that can become another option if needed later on.
To open a copied version with no name already assigned, use File > Open. Then type into the search field the folder where you want to find the file and select it before clicking OK .
Before saving your copy, make sure it is a true copy of the template or not touched in any way. If you have made changes to either name or formatting, then be prepared to face potential errors when opening and using this document as well as having to manually change any saved settings that were changed from the original template.
One option for copying an unnamed file with no customizations yet is by clicking File > Open. You can also type into the search field within Microsoft Excel where you want to find the file before selecting it and clicking OK. Something else that may work is choosing “Save As” but keep in mind that this will overwrite whatever was originally there if done without a clear understanding of what you are doing.
The other option is to open a new workbook and then copy the desired content, formatting, etc. from your original template into the new file before saving it with a different name.
When working on any type of project that will be repeated down the line or when needing to share files between coworkers, one should always create true copies by cutting out all external data as well as duplicating entire sections for each document instead of attempting to make edits within an existing file. Not only does this save time but also ensures efficiency in terms of consistency throughout projects without having to start over every single time because parts were inadvertently changed during editing.”
“When opening an unnamed copy of a template when creating a workbook from one, the document window will open to a sheet of cells with no visible tabs or menus until data is saved. This type of file can be confusing because unlike when opening an existing workbook, there are no tabs on the top and first page that designate Excel as well as “Sheet”, so it’s not immediately clear which tab coordinates what.”
“The only way for users to access these features is by clicking in each cell individually before confirming changes. The user also has the option of deleting all sheets within this type of template if they want their files to have more manageable names but still preserve content.”
“To preserve content, when you open an unnamed copy of a template when creating a workbook from one and want to keep it as is (rather than renaming the sheets), use the following steps: ”
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