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In Excel 2010 Essential Training, Bob Flisser demonstrates the core features and tools in Excel 2010. The course introduces key Excel skills, shows how to utilize these skills with in-depth tutorials on Excel functions and spreadsheet formatting. It also covers prepping documents for printing, working with large worksheets and workbooks, collaborating with others, using Excel as a database, analyzing data, charting, and automating and customizing Excel. Exercise files are included with the course.
The best way to create your own templates is to use your own existing workbooks. Turning a workbook into a template just involves saving it. You don't have to do anything fancy. Now let's take a look. Go to the File tab, so we get into the Backstage view, and go down over here to New and then up of top select New from existing and in Chapter 5 of the Exercise folders, double-click this file turn into template. It opens up, and you see up here it's called turn into template1. This is the same idea as when you create a new workbook and Excel calls it book1, book2 and so on.
This is simply the first instance of using that file called turn into template. We want to turn this into a template. We are not actually going to put data in here. So let's just save this as a template. Now you can either press the F12 key on your keyboard to get to the Save As dialog box. Let's cancel out. Or you could go to the File tab and choose Save As. Down over here where it says Save as type, click that and choose Excel Template, and you can see the extension is .xltx.
Let's change the file name, because this is some of our olive oil. I'll call this liquid assets and click Save and now you can see up here it saved as liquid assets.xltx. So this is the actual template itself. Now, again let's close it. Now let's say it comes sometime later and you say gee, I want to use that template. I don't remember where it is! Well, you don't have to worry. Let's go up to the File tab, so we get back into Backstage view, go back to New and over here or choose My templates and there it is.
Double-click it and here we are now we can go and use it and now can see this is liquid assets.xltx1. And now we can put in some data, whatever your data happened to be, and now let's save it as a regular Excel workbook. So you can press Ctrl+S to save or click your Save button, whatever you like. Here this is saving as a regular Excel workbook. I am not going to bother about actually saving this. I will just cancel out. So if you have workbooks that you use often and workbooks that you like, my advice is convert them into templates.
I think that'll save you fair amount of work later on.
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