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Using templates

From: Excel 2010 Essential Training

Video: Using templates

Sometimes the hardest part of using Excel is staring at a blank screen and wondering, okay, how am I going to arrange my workbook? How will I create the columns and rows? What's supposed to be on here? How is it supposed to look? Well, fortunately Excel gives you a lot of templates that you can use. They're free, some of them are built- in with Excel, some of them you can download from Microsoft's website automatically. Don't worry. You don't have to go into your web browser and start installing anything. It just happens automatically. Let's take a look. Go up to the File tab, so we're in Backstage view, and then down over here choose New, and look at all these templates.

Using templates

Sometimes the hardest part of using Excel is staring at a blank screen and wondering, okay, how am I going to arrange my workbook? How will I create the columns and rows? What's supposed to be on here? How is it supposed to look? Well, fortunately Excel gives you a lot of templates that you can use. They're free, some of them are built- in with Excel, some of them you can download from Microsoft's website automatically. Don't worry. You don't have to go into your web browser and start installing anything. It just happens automatically. Let's take a look. Go up to the File tab, so we're in Backstage view, and then down over here choose New, and look at all these templates.

Now these are not just templates; these are categories of templates. Now before we go into them, let me just explain if you want to create a new blank workbook and just another blank page, you can choose Blank workbook and choose Create. It's just the same thing as pressing Ctrl+N for New. But that's not important right now. Let's take a look at some other. I am just going to click Invoices here and here are all of the invoices that we have available, and click any one and whichever you click, you can see there is a little thumbnail there on the right. So you can have just about anything that you like.

So I am going to choose this Work order and double-click it. Maybe you'll like a different template, and that's okay. You see it says Your Logo Here. Well, that's pretty good, and when you click it, you see it's just a graphic. So I'll press Delete. Let's insert our own logo. So graphics are items that you insert, so go to the Insert menu and choose Picture, and in the Chapter 5 folder of the Exercise Files we have our Two Trees Olive Oil company logo. Double-click it. It inserts. Well, it's kind of big, so let's shrink it.

Put your mouse pointer on one of the corner handle, so you get the two-headed mouse pointer arrow and shrink it. Because it's an inserted graphic, you don't have to hold the Shift key down to constrain the proportions. You could just do it by hand and I will put this over here. You could change anything you want. You could change the slogan. Maybe let's put company name and so forth. Of course, you could fill out the address and zip code and all that. Well, let's do a little bit of formatting. I will just select the column headers here and back in Home tab we'll go over here to Cell Styles.

Now I like this Accent3. It's kind of an olive-y color and I will select it. Now we have it looking a little bit more like what we would have for our company. Now once you have all of your data typed in here, you probably want to save it. So before you save it, let's take a look at something up here. On the title bar see it says Work order1 and it says Compatibility Mode. That Work order1 means that this is the first file we are basing on that Work order template. The same thing as when you're creating a new blank workbook and Excel calls it Book 1, Book 2, and so on.

So it's the same thing here with a template, Work order1, Work order2. That Compatibility Mode means that this template was created in an older version of Excel and you will find that a lot. Not all of the templates were created for the 2010 version, but don't worry because you can use all of them even if they are in Compatibility Mode. So now we're going to save it and you could press Ctrl+S to save, you can click the little Save button here, you can go to the File menu, and choose Save, whatever you like. Instead of calling this Work order1, let's call this work order for company xyz.

You see it's saving it as a regular old Excel workbook. Click Save and there it is. You see there is the new file name. Let's close it. You can press Ctrl+F4 to close or click this X here to close. Now, let's say decide that oh, I want to use that work order again, but, gee, I don't remember what it's called. I don't remember where it was or anything. Well, you don't have to worry about that. Let's go back to the File tab, so we're back in Backstage View. Go back to New, and you see over here where it says Recent templates. Click that and there is that Work order again.

Double-click it and it comes in. Notice it doesn't have the logo and formatting and all that because this is simply taking a brand-new fresh copy of the original template. So anytime you're stuck and you're not sure how you want your workbook to look, take a look at the templates. I'm sure you'll find something you like.

Show transcript

This video is part of

Image for Excel 2010 Essential Training
Excel 2010 Essential Training

80 video lessons · 127448 viewers

Bob Flisser
Author

 
Expand all | Collapse all
  1. 1m 35s
    1. Welcome
      57s
    2. Using the exercise files
      38s
  2. 19m 31s
    1. Exploring three common uses for Excel
      3m 17s
    2. Touring the interface
      3m 38s
    3. Finding the commands you need
      3m 51s
    4. Using Backstage view or the File tab
      3m 25s
    5. Maintaining file compatibility
      5m 20s
  3. 21m 23s
    1. Creating a worksheet
      5m 23s
    2. Techniques for copying and pasting
      3m 57s
    3. Entering data automatically with Auto Fill
      4m 37s
    4. Targeting large data groups
      4m 26s
    5. Changing a worksheet's structure
      3m 0s
  4. 47m 50s
    1. Understanding formulas and functions
      4m 41s
    2. Entering data in a worksheet
      3m 22s
    3. Adding numbers manually
      5m 1s
    4. Adding numbers using Sum and AutoSum
      6m 11s
    5. Adding a whole worksheet
      1m 48s
    6. Working with numbers in columns
      4m 53s
    7. Preventing errors using absolute references
      5m 57s
    8. Working with times and dates
      3m 8s
    9. Using IF
      4m 49s
    10. Using SUMIF and AVERAGEIF
      4m 15s
    11. Naming and using cell ranges
      3m 45s
  5. 33m 57s
    1. Formatting numbers and dates
      7m 6s
    2. Applying fonts, background colors, and borders
      4m 35s
    3. Adjusting columns, rows, and text
      5m 2s
    4. Using conditional formatting
      4m 6s
    5. Using custom conditional formatting
      5m 49s
    6. Adding pictures and shapes
      7m 19s
  6. 25m 27s
    1. Inserting SmartArt
      6m 54s
    2. Coordinating a look using themes
      3m 22s
    3. Applying built-in styles
      3m 16s
    4. Creating and sharing styles
      5m 33s
    5. Using templates
      4m 9s
    6. Creating and using original templates
      2m 13s
  7. 13m 23s
    1. Making the pieces fit
      4m 57s
    2. Inserting headers and footers
      3m 51s
    3. Printing and PDFs
      4m 35s
  8. 34m 3s
    1. Finding and replacing data
      3m 12s
    2. Freezing panes
      3m 0s
    3. Repeating row and column titles
      3m 34s
    4. Creating multiple custom worksheet views
      5m 18s
    5. Hiding or grouping rows and columns
      5m 31s
    6. Managing worksheets
      7m 23s
    7. Calculating formulas across worksheets
      6m 5s
  9. 36m 34s
    1. Importing and exporting data in Excel
      8m 2s
    2. Setting workbook permissions
      6m 44s
    3. Inserting and editing comments
      6m 49s
    4. Sharing a workbook
      1m 25s
    5. Tracking changes
      3m 5s
    6. Saving files in shared locations
      10m 29s
  10. 27m 30s
    1. Splitting cell data into multiple cells
      2m 22s
    2. Joining data from multiple cells
      4m 18s
    3. Basic and multi-field sorting
      6m 30s
    4. Using tables to sort and filter data
      4m 31s
    5. Inserting automatic subtotals
      3m 46s
    6. Creating lookup tables
      6m 3s
  11. 32m 56s
    1. Using auditing to diagram
      6m 3s
    2. Using evaluation in Excel
      2m 2s
    3. Working with Goal Seek
      5m 29s
    4. Using data tables in formulas
      6m 2s
    5. Using scenarios in formulas
      5m 28s
    6. Exploring the Analysis Toolpak
      7m 52s
  12. 18m 1s
    1. Discovering PivotTables
      2m 22s
    2. Creating a basic PivotTable
      2m 46s
    3. Modifying a PivotTable
      6m 57s
    4. Creating and modifying a PivotChart
      5m 56s
  13. 26m 58s
    1. Choosing chart types
      1m 55s
    2. Inserting Sparklines
      3m 54s
    3. Creating a column chart
      3m 23s
    4. Modifying a column chart
      5m 47s
    5. Creating and modifying a pie chart
      6m 45s
    6. Placing Excel charts into other Office applications
      5m 14s
  14. 21m 53s
    1. Understanding macros
      3m 5s
    2. Recording and using a simple macro
      11m 58s
    3. Editing a macro
      6m 50s
  15. 20m 33s
    1. Customizing the Quick Access toolbar
      3m 30s
    2. Customizing the Ribbon bar
      8m 44s
    3. Setting Excel options
      8m 19s
  16. 16s
    1. Goodbye
      16s

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