PowerPlugs: Excel Solutions
Online Help

General Questions

1. How do I adjust the macro security level?
2. How do I access PowerPlugs for Excel templates?
3. How do I customize a template?
4. How do I customize the standard information in a template?
5. How do I use the customized template to create a new document?
6. How do I protect the customized template to simplify data entry?
7. Template toolbar help

1. How do I adjust the Macro security level?
Before using any PowerPlugs for Excel templates, you have to make sure that the Macro Security Level is adjusted to Medium.
To do that, open Excel
Then go to Tools> Macros >Security> Click on Security Level Tab> Click on Medium>Ok.
Now your Macro Security is set to an appropriate level.
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2. How do I access PowerPlugs for Excel templates?
To access the PowerPlugs, Templates for Excel, from Start Menu
Click on Start>Programs>PowerPlugs>Excel Solutions for Entrepreneurs and click on the appropriate product.
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3. How do I customize a template?
Before using a template to create a document, fill in the Customize sheet with information about your company, family finances, and other information you want to appear on each new timecard, budget, or other document. When you create a new document based on your customized template, the "standard" information is entered for you.
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4. How do I customize the standard information in a template?

1. On the File menu, choose New and select the template you wish to use. In Microsoft Excel version 7.0 or later, click the      Spreadsheet Solutions tab to see the available templates.
2. Click the Customize button in the upper-right corner, and then fill in the indicated information on the Customize sheet.
3. You can include a logo and change the font of your company information. If you don't insert a logo, the placeholder won't      show up when you print the document. This function is not available on the Macintosh.
4. After filling in the information, click the Lock/Save Sheet button, and then click Lock And Save Template under Locking      Options. The Lock and Save Template function is not available on all platforms. If this option is not available, users      should instead choose Save As… from the File menu.
5. In the Save Template dialog box, type a name for your customized template in the File Name box, and then click Save.      Macintosh users should select 'Template' in the Save File as Type drop down box before saving, and should save the file      to System/Preferences/Excel Startup Folder (5). If the Excel Startup Folder (5) folder does not exist, it should be added to      the Preferences folder.
6. On the File menu, click Close.
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5. How do I use the customized template to create a new document?
1 On the File menu, click New, and then click the template you want to use.
2 Fill in the indicated information.
3 Save the new document as a Microsoft Excel workbook file.
4 To print the document, click the Print button on the Standard toolbar.
5 The correct print range for each sheet is automatically specified.
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6. How do I protect the customized template to simplify data entry?
You may lock worksheets in your customized template to simplify data entry. Note that some functions (like sample data) will no longer function once worksheets are locked. Additionally, certain consolidation functions will not operate when worksheets are locked. As a result, it is recommended that you do not lock the Timecard or Loan Manager templates. In order to lock the worksheets in your customized template:

1. Activate the particular sheet you wish to lock
2. From the Tools menu, select Protection|Protect Sheet…
3. Type in a password (optional), and then click OK.
Follow these steps for each sheet in the workbook which you want to lock.

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7. Template toolbar help
Size to Screen/Return to Size Displays the entire form at a reduced size or restores the template to its full size.
Hide CellTips/Display CellTips Switches Cell Note display off or on. With Cell Notes displayed, a small red dot in the upper-right corner of a cell indicates that the cell has a Cell Note to help you fill in the cell. Click in a cell and choose Insert|Note to display its Cell Note. If you don't see any red dots, make sure that this button is not "pushed in."


Document A Cell Adds your own Cell Note to a cell in the template.
Template Help Displays a Help topic for the current template.
Display Example/Remove Example Fills in cells with an example showing how to use the sheet. Click the button again to remove the example.
Split and Freeze Panes Splits the screen horizontally and freezes the top pane so that information (such as column headings) remains visible when you scroll through the lower pane. Click in the template below where you want to split the screen, and then click the Split And Freeze Panes button. To remove the split, click the button again. This button is available only in templates in which you fill in information in columns.

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