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Using templates

From: Excel 2007 Essential Training

Video: Using templates

When you open up Microsoft Excel by using the Office button and selecting the New command, you're asked whether or not you want to select a template to work from. And in this movie, we're going to review and explore some of the different templates that you can use in the 2007 version of Excel. The one that we've been working with most often is our blank worksheet so we're not going to bother taking a look at that. Let's see what's under the Installed Templates list. These are templates that come with the Microsoft Excel desktop version. You have your business options such as Billing Statements and Expense Reports, and you have some personal ones, such as Blood Pressure Tracker. And as you mouse over each of them, you will see the descriptor, and if you click on it, if there's a preview available, it will show over here in the preview screen. So these are nice, and they're fairly standard to work with. At least it gives you a starting point.

Using templates

When you open up Microsoft Excel by using the Office button and selecting the New command, you're asked whether or not you want to select a template to work from. And in this movie, we're going to review and explore some of the different templates that you can use in the 2007 version of Excel. The one that we've been working with most often is our blank worksheet so we're not going to bother taking a look at that. Let's see what's under the Installed Templates list. These are templates that come with the Microsoft Excel desktop version. You have your business options such as Billing Statements and Expense Reports, and you have some personal ones, such as Blood Pressure Tracker. And as you mouse over each of them, you will see the descriptor, and if you click on it, if there's a preview available, it will show over here in the preview screen. So these are nice, and they're fairly standard to work with. At least it gives you a starting point.

You also have the ability to create your own templates, and if you select the new template options, you will then be given the choice to select some of the templates that you may have created in previous versions of Excel. And you can open those ones up to work with. You also can create new templates based on existing worksheets. So as I click on the New from existing workbook option, it takes me back to my exercise workbooks, so that I can use those as a basis for creating templates.

I think the most exciting piece of this particular feature though, is the ability to go to the Microsoft Office Online library of templates. You do have to be connected to the Internet for this to work. Let's just take a look at the different templates that you can get from the Microsoft Office library. Here's the one that's featured this particular month. You have the Monthly family budget. This is probably something that I should be downloading right now, but maybe in the next year. You can use Agendas for meetings, you can take a look at calendars and because we're working at the very and of the year here, I'm going to be taking a look at the 2007 calendar just to see what's coming up in the new year. But you have different calendar options, you can do a portrait calendar, you could do the calendar here that I like, it's the one that you can actually right in. So not only can you look at the 2007 calendars, you could use this as a template to create 2008 calendars or if you go back to your calendar view by clicking on the Back button here, you could select a 2008 calendar right away.

You have academic year calendars, previous year calendars, multiple-year calendars, all kinds of information to work with. If you're starting a brand new business, you can use expense reports, forms and inventory templates to work with and for those of you that are using this at home, you have different planners. Let's take a look at this. You can use a weekly menu planner, if you're like me and on a never-ending diet, this might be something that you'd want to use. If you're planning a party, you could use a party planner. Here's one specifically for a baby shower, and on and on and on. Let's just see what it looks like when you bring one of these templates into the Microsoft 2007.

Let's use the baby shower planner just for fun. I select the template that I want to work when, and I click Download. It then confirms that I am a genuine Office user, and I say, " Yes, I want to continue." And there we have it. We have our template all in front of us. And isn't this wonderful? I have my graphics, I have my color themes, I even have it pre- populated with the names and addresses. So here you go. There's not much more that you need to do in terms of using templates. Go and take a look at them, and explore for yourself, and see what kind of information you can pull down, and what kind of ideas you can get with working with the 2007 Microsoft Excel.

Show transcript

This video is part of

Image for Excel 2007 Essential Training
Excel 2007 Essential Training

85 video lessons · 78097 viewers

Lorna Daly
Author

 
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  1. 36s
    1. Welcome
      36s
  2. 10m 57s
    1. Why use a spreadsheet?
      1m 44s
    2. What's changed in Excel 2007?
      5m 37s
    3. The Ribbon
      2m 9s
    4. The Microsoft Office Button
      1m 27s
  3. 12m 10s
    1. What's on the Ribbon?
      1m 56s
    2. Making your way around the Ribbon
      2m 12s
    3. Customizing the Ribbon
      3m 8s
    4. Customizing the Microsoft Office Button
      4m 54s
  4. 16m 15s
    1. Opening old worksheets
      2m 24s
    2. Adding and deleting worksheets
      3m 18s
    3. Inserting and deleting cells
      6m 53s
    4. Freezing areas of a worksheet
      3m 40s
  5. 20m 51s
    1. Width and height
      7m 25s
    2. Numeric formats
      2m 21s
    3. Alignment of data
      3m 19s
    4. Playing with fonts
      2m 58s
    5. AutoFilter
      2m 21s
    6. Formatting as a table
      2m 27s
  6. 21m 31s
    1. Removing duplicates
      6m 1s
    2. What is Conditional Formatting?
      2m 21s
    3. Working with Conditional Formatting
      2m 14s
    4. Managing Conditional Formatting rule preferences
      2m 39s
    5. Converting text to columns
      4m 35s
    6. Data validation
      3m 41s
  7. 10m 56s
    1. Templates
      3m 45s
    2. Styles
      3m 35s
    3. AutoFormat
      3m 36s
  8. 12m 16s
    1. Excel lists have now become tables
      2m 34s
    2. Converting text to columns
      3m 11s
    3. Sorting and Grouping
      5m 9s
    4. Creating a summary report
      1m 22s
  9. 6m 44s
    1. Proofing your work
      3m 31s
    2. Providing comments on worksheets
      3m 13s
  10. 11m 43s
    1. Protecting and sharing a worksheet
      3m 57s
    2. Allowing others to edit ranges
      4m 3s
    3. Track Changes
      3m 43s
  11. 22m 43s
    1. Preparing to print
      2m 31s
    2. Print Preview
      3m 33s
    3. The Page Layout Tab
      3m 56s
    4. Page Breaks
      4m 36s
    5. The Page Layout View
      3m 54s
    6. Headers and Footers
      4m 13s
  12. 22m 34s
    1. Adding themes to your worksheet
      2m 53s
    2. Page setup options
      8m 0s
    3. Scale to Fit
      2m 26s
    4. Worksheet options
      5m 29s
    5. Inserting images
      3m 46s
  13. 3m 50s
    1. Using templates
      3m 50s
  14. 17m 48s
    1. Workbook Views
      2m 53s
    2. Hiding and Zooming
      3m 44s
    3. Window Panes
      5m 31s
    4. More screen options
      5m 40s
  15. 8m 16s
    1. Importing from Access
      2m 24s
    2. Using the Import Wizard for text files
      5m 52s
  16. 11m 23s
    1. The Find and Select button
      4m 34s
    2. Find and Replace
      2m 48s
    3. Removing duplicates
      4m 1s
  17. 17m 3s
    1. What are formulas?
      3m 20s
    2. Order of Operations
      2m 50s
    3. Relative and absolute referencing
      4m 54s
    4. The new Formula Tab
      5m 59s
  18. 17m 29s
    1. What are Functions?
      2m 57s
    2. AutoSum
      2m 47s
    3. Minimum
      3m 55s
    4. Trim
      5m 2s
    5. Left
      2m 48s
  19. 19m 51s
    1. Concatenation
      4m 10s
    2. SumIf
      4m 23s
    3. Lookup
      7m 25s
    4. What-If Analysis
      3m 53s
  20. 16m 44s
    1. Why create a chart?
      2m 12s
    2. Creating your chart
      3m 37s
    3. Modifying your chart
      6m 46s
    4. Laying out your chart
      4m 9s
  21. 17m 23s
    1. What are PivotTable reports and PivotChart reports?
      2m 32s
    2. Creating a PivotTable
      4m 47s
    3. Laying out your PivotTable
      2m 30s
    4. Designing your PivotTable
      4m 9s
    5. Creating a PivotChart
      3m 25s
  22. 8m 57s
    1. Why use macros?
      2m 14s
    2. Creating a macro
      4m 31s
    3. Macro security
      2m 12s
  23. 5m 36s
    1. Reviewing a workflow in Excel
      5m 36s
  24. 22s
    1. Conclusion
      22s

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