As an administrator you can customize all the formatting features in Excel. There are two reasons you may want to do this: (A) when your company branding updates or (B) to provide additional formatting selections to your teams. B is used when additional teams are looking to use UpSlide or when a specific client project means you want to provide this selection to the team.

Jump to the most relevant part of this page:

1. Getting a theme template
2. Editing a theme template
3. Importing a theme template to your machine
4. Exporting the themes to your team

Getting a theme template

1. Open Excel and on the Theme button select Edit Theme Library.
2. Within the Edition bar dropdown select the Theme you want to edit.
3. Press Get Template and save the file anywhere on your machine.

Editing a theme template

Find and open the Excel file you just saved. If requested you should enable macros. 

Each sheet in the file corresponds to the different elements UpSlide in Excel that you can customise. Including: default table and charts, specific line styles, number formats, background, borders etc. Everything that was customised for you initially by your Consultant you can customise yourself.

Use the native Excel functionality to adjust the elements. You can add and remove options using the buttons in many sheets. 

N.B. If you are adding an additional Theme for your team, make sure to change the Style Name box on the first sheet. 

Importing a theme template onto your machine

Replacing an existing theme

1. Make sure you have saved your theme template file and closed it. 
2. Open Excel and on the Theme button select Edit Theme Library.
3. Within the Edition bar dropdown select the Theme you want to update.
4. Click Set Template and choose the template file you have edited and saved. Your style has been updated.

Adding an additional Theme

1. Make sure you have saved your theme template file and closed it. 
2. Open Excel and on the Theme button select Edit Theme Library.
3. Press the Add button.
4. Within the Edition bar dropdown select the Default Style (which was created when you pressed Add) 
5. Click Set Template and choose the template file you have edited and saved. Your style has been updated.

The theme is now active on your machine only. Take this time to test the changes you have made before sharing the update with your team. 

Exporting a theme template to your team

Follow the instructions on this page to export the .UpSlide file.