Using a Predefined Workbook

Wouldn’t it be great to have a workbook all set up and formatted for you so that all you’d have to do would be enter your information? Well, dream no more! When you use one of Excel’s existing templates, you don’t have to worry about structure and formatting—they’re already taken care of for you. Not only that, but many templates provide an extensive array of formulas and relationships already built into them that provide some powerful methods of data analysis.

Open and Use a Template

  1. Choose New from the Office menu to display the New Workbook dialog box.

  2. If you see a template you want, select it to preview it, and then click Create.

  3. If you don’t see a template you want, do any of the following:

    1. Click Installed Templates to see the Microsoft templates that you’ve either installed on your computer or downloaded, and double-click the one you want to use.

    2. Click My Templates to display the New dialog box and your custom templates. Double-click a template to create a document.

    3. Click New From Existing to open an existing workbook as a template.

    4. Click a topic to see templates of that type that are available for download, and double-click the one you want to use.

    5. In the new workbook that appears, replace any placeholder text or data with your own, and add any other elements you want.

    Open and Use a Template

Tip

Tip

To change the number of worksheets included in the new workbook, the default font and font size, and the default view, choose Excel Options from the Office menu, and, with the Popular category selected, modify the settings in the When Creating New Workbooks section.

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