Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member

Making templates easier

From: Excel 2010 New Features

Video: Making templates easier

Templates have been part of Excel for many versions, but they've never been obvious. Microsoft has long had free templates around for you to download, but it wasn't obvious how to get them. The process wasn't straightforward, and most people had no idea that they were even there. So that's all changed in Excel 2010. Let's go up to the File menu and choose New. This is one way to create a new blank workbook. We could just Blank Workbook. It's already selected, and we could go down here and Create. You could also press Ctr+N, but I bet you are not looking at that right now.

Making templates easier

Templates have been part of Excel for many versions, but they've never been obvious. Microsoft has long had free templates around for you to download, but it wasn't obvious how to get them. The process wasn't straightforward, and most people had no idea that they were even there. So that's all changed in Excel 2010. Let's go up to the File menu and choose New. This is one way to create a new blank workbook. We could just Blank Workbook. It's already selected, and we could go down here and Create. You could also press Ctr+N, but I bet you are not looking at that right now.

You're probably looking all these great icons like, oh, my goodness. I can create new reports and plans and invoices and inventories, and you don't really have to do all that much work. So there is a lot of really neat stuff here. It's all free; it all comes from Microsoft's web site. So I'm going to go into Budgets. So you could click any of these and see larger thumbnails of what there. There are some nice colorful ones, and all kinds of neat stuff. So I'm going to go down here and choose this Event budget. So I'm going to choose Download and boom! In an instant, it downloads and loads up in Excel.

You don't have to jump through all those hoops that you used to have to jump through. Now let's start editing this. Instead of Event Name, I'll call this Bob's Big Bash, and I'll change this as Event budget for Bob's Big Bash, and we can edit this just as though it's an Excel file we created on our own. I want a bigger room than that. So let's say I'll double the size of the room and all this kind of stuff Tables and Chairs, Balloons. I like balloons. Now I don't know who uses Fax services, so I am going to change this to Sky writing, and that's probably expensive.

So let's put that in. You see it's calculating just like an Excel file that you created yourself. Also, there is more than just this one worksheet. You see there is Income, Profit - Loss, but I wish I could make money like this on parties, but just because these worksheets are here doesn't mean you have to use them. You could go and delete them if you want. They are there really just for your convenience. Once I am done doing it, right now you see it has a temporary name of PMG_EventBudget1. So this is the first instance, kind of like normally you'll have Book1, Book2 and so on.

So this is number one of this particular template. So I am going to go and save it, and even though it has this temporary name, I am going to give it a real name. So let me go into the chapter 1 folder, and I will call this bob's party expenses, and then I will click Save. Now it has a regular old name of bob's party expenses. Now let's say you use this file and sometime later you want to use it again.

Well, I am just going to close this, Ctrl+F4. It's already saved. I will go back to the File menu, I will go down here to New, and there is Recent templates. So when I click Recent templates, there is that template that I used just before. So I will double-click it, and there it is. It opens up again, fresh for editing without any of those changes. So I can use this over and over again. Now that's great, but what if you want to create a template of your own? Well, the easiest way to create your own template is to use a worksheet that you created yourself.

So I am going to close this, and I am not going to save it, and let's go and open up the file in the chapter 1 folder, called 01_04_turn into template. Now this is just a plain old regular sheet, and it has some formulas in there that we can use. I will just put some numbers here to show you, and that's fine. I don't want to leave the numbers in. I just want to show you that yes. there is stuff in here that works. So I will just delete that. So this is called 01_04_turn into template. So we will do that. I am going to press F12 to Save As, and where it says Save as type I will click the drop down, and I want to choose Excel Template, and you can see the extension is xltx.

Also, you see it puts it into the Templates folder. You can change that folder if you want, but probably not a good idea to do that, and I don't want to use this file name. So I am going to call this expense template, and I will click Save. So now it's called expense template.xltx. I will close this. So let's say sometime later I come in. I want to use that. I go to the File menu, choose New. Now instead of Recent templates, I am going to go to My templates; these are templates that I have created that I have saved, and when I clicked that, look at that! There is my expense template.

I could double-click it. There it's clean. I can start putting in numbers again. You see over here, kind of like what we saw before, its expense template.xltx1. So that means that it's just this new instance that we are using this template. So again, you can use it over and over again. I think of templates as kind of like a form that you put in a photocopy machine. You can make one copy or dozens of copies, and whatever you change on the copies doesn't change the original. So, you can have these over and over again.

So Templates are a great feature. A lot of people don't know that they are there, but starting in 2010, since you have those readily available, you might want to look into some of them.

Show transcript

This video is part of

Image for Excel 2010 New Features
Excel 2010 New Features

25 video lessons · 10751 viewers

Bob Flisser
Author

 

Start learning today

Get unlimited access to all courses for just $25/month.

Become a member
Sometimes @lynda teaches me how to use a program and sometimes Lynda.com changes my life forever. @JosefShutter
@lynda lynda.com is an absolute life saver when it comes to learning todays software. Definitely recommend it! #higherlearning @Michael_Caraway
@lynda The best thing online! Your database of courses is great! To the mark and very helpful. Thanks! @ru22more
Got to create something yesterday I never thought I could do. #thanks @lynda @Ngventurella
I really do love @lynda as a learning platform. Never stop learning and developing, it’s probably our greatest gift as a species! @soundslikedavid
@lynda just subscribed to lynda.com all I can say its brilliant join now trust me @ButchSamurai
@lynda is an awesome resource. The membership is priceless if you take advantage of it. @diabetic_techie
One of the best decision I made this year. Buy a 1yr subscription to @lynda @cybercaptive
guys lynda.com (@lynda) is the best. So far I’ve learned Java, principles of OO programming, and now learning about MS project @lucasmitchell
Signed back up to @lynda dot com. I’ve missed it!! Proper geeking out right now! #timetolearn #geek @JayGodbold
Share a link to this course

What are exercise files?

Exercise files are the same files the author uses in the course. Save time by downloading the author's files instead of setting up your own files, and learn by following along with the instructor.

Can I take this course without the exercise files?

Yes! If you decide you would like the exercise files later, you can upgrade to a premium account any time.

Become a member Download sample files See plans and pricing

Please wait... please wait ...
Upgrade to get access to exercise files.

Exercise files video

How to use exercise files.

Learn by watching, listening, and doing, Exercise files are the same files the author uses in the course, so you can download them and follow along Premium memberships include access to all exercise files in the library.


Exercise files

Exercise files video

How to use exercise files.

For additional information on downloading and using exercise files, watch our instructional video or read the instructions in the FAQ.

This course includes free exercise files, so you can practice while you watch the course. To access all the exercise files in our library, become a Premium Member.

Join now "Already a member? Log in

Are you sure you want to mark all the videos in this course as unwatched?

This will not affect your course history, your reports, or your certificates of completion for this course.


Mark all as unwatched Cancel

Congratulations

You have completed Excel 2010 New Features.

Return to your organization's learning portal to continue training, or close this page.


OK
Become a member to add this course to a playlist

Join today and get unlimited access to the entire library of video courses—and create as many playlists as you like.

Get started

Already a member?

Become a member to like this course.

Join today and get unlimited access to the entire library of video courses.

Get started

Already a member?

Exercise files

Learn by watching, listening, and doing! Exercise files are the same files the author uses in the course, so you can download them and follow along. Exercise files are available with all Premium memberships. Learn more

Get started

Already a Premium member?

Exercise files video

How to use exercise files.

Ask a question

Thanks for contacting us.
You’ll hear from our Customer Service team within 24 hours.

Please enter the text shown below:

The classic layout automatically defaults to the latest Flash Player.

To choose a different player, hold the cursor over your name at the top right of any lynda.com page and choose Site preferencesfrom the dropdown menu.

Continue to classic layout Stay on new layout
Exercise files

Access exercise files from a button right under the course name.

Mark videos as unwatched

Remove icons showing you already watched videos if you want to start over.

Control your viewing experience

Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.

Interactive transcripts

Click on text in the transcript to jump to that spot in the video. As the video plays, the relevant spot in the transcript will be highlighted.

Are you sure you want to delete this note?

No

Your file was successfully uploaded.

Thanks for signing up.

We’ll send you a confirmation email shortly.


Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

Sign up and receive emails about lynda.com and our online training library:

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked
Terms and conditions of use

We've updated our terms and conditions (now called terms of service).Go
Review and accept our updated terms of service.