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Templates

From: Excel 2003 Essential Training

Video: Templates

always looking for bold, italics, different colors, your borders, your outlines, your alignment, your presentation, all of these things can be wrapped up into one file called a template. There's a blank template that is called on every time we ask for a new file. If I click on the New button in the Standard toolbar, it calls on the blank workbook template to give me the page that we're viewing right now. If you go to File > New, or Control+N, you're going to also get the task pane popping up and offering you to open a new document based on a template. Let's look at the templates that are installed on the computer right now. We'll go over to the Task pane and select On my computer... On my computer are the templates that were installed at the time of installation with Microsoft Excel and they're local. Click that. So the Workbook template, your general template, is that blank template that gets called on every time we create a new workbook. Let's go to Spreadsheet Solutions and see what we have here. Here they have a Balance Sheet, an Expense Sheet, Loan Amortization, Sales Invoice, and a Timecard. Let's take a look at the Sales Invoice, and as you can see this template is quite detailed; it's got a lot laid out, colors, names, titles, tags, all ready for you to be able to fill in and print up this invoice if you're ever in the middle of a sale. Templates are a quick and easy way to arrive at a finished product, but as you can see the templates that are installed on this hard drive, only numbered six or seven. The creation of templates is an ongoing process and Microsoft provides a great web site that you can go to and download templates that people have made for free and use the different layouts that they offer. Let's check that out now. Go to File > New and again our task pane comes up in this time I'm going to click on Templates on Office Online. When I do my browser will launch, and because I'm connected to the Internet here I am on the web looking at their templates page. As you can see we have some feature templates, and I scroll down we have major category divisions here in our templates as well. I should warn you that these templates vary between PowerPoint, Word, Excel, and even Microsoft Project templates. So in order to find the templates that we're looking for, let's type in the Search bar: excel. Hit Enter and we're now viewing results 1 through 25.

Templates

always looking for bold, italics, different colors, your borders, your outlines, your alignment, your presentation, all of these things can be wrapped up into one file called a template. There's a blank template that is called on every time we ask for a new file. If I click on the New button in the Standard toolbar, it calls on the blank workbook template to give me the page that we're viewing right now. If you go to File > New, or Control+N, you're going to also get the task pane popping up and offering you to open a new document based on a template. Let's look at the templates that are installed on the computer right now. We'll go over to the Task pane and select On my computer... On my computer are the templates that were installed at the time of installation with Microsoft Excel and they're local. Click that. So the Workbook template, your general template, is that blank template that gets called on every time we create a new workbook. Let's go to Spreadsheet Solutions and see what we have here. Here they have a Balance Sheet, an Expense Sheet, Loan Amortization, Sales Invoice, and a Timecard. Let's take a look at the Sales Invoice, and as you can see this template is quite detailed; it's got a lot laid out, colors, names, titles, tags, all ready for you to be able to fill in and print up this invoice if you're ever in the middle of a sale. Templates are a quick and easy way to arrive at a finished product, but as you can see the templates that are installed on this hard drive, only numbered six or seven. The creation of templates is an ongoing process and Microsoft provides a great web site that you can go to and download templates that people have made for free and use the different layouts that they offer. Let's check that out now. Go to File > New and again our task pane comes up in this time I'm going to click on Templates on Office Online. When I do my browser will launch, and because I'm connected to the Internet here I am on the web looking at their templates page. As you can see we have some feature templates, and I scroll down we have major category divisions here in our templates as well. I should warn you that these templates vary between PowerPoint, Word, Excel, and even Microsoft Project templates. So in order to find the templates that we're looking for, let's type in the Search bar: excel. Hit Enter and we're now viewing results 1 through 25.

So 25 of the templates that are available from a list of 100. As you can see there are three more pages of 25 templates still available. Let's choose the Packing Slip. When I click on the link for the Packing Slip in Excel, you get to see a preview of exactly what this template looks like, and it looks pretty good. Let's click on Download Now. A little last minute instruction explaining how long it's going to take and how the installation process takes place, and we'll click on Continue, and after just a few moments, it is downloaded, inserted, loaded, and ready to go inside of Microsoft Excel. It seems that this packing slip already contains some sample data, but it wouldn't take much for you to go ahead and replace that data with your own. As I said before templates can be the quickest way to go from zero to finished in a very short time.

Show transcript

This video is part of

Image for Excel 2003 Essential Training
Excel 2003 Essential Training

65 video lessons · 51031 viewers

Mark Swift
Author

 
Expand all | Collapse all
  1. 16s
    1. Welcome
      16s
  2. 22m 44s
    1. Spreadsheet uses
      1m 59s
    2. Toolbars and menus
      8m 53s
    3. Moving around
      8m 1s
    4. Getting help
      3m 51s
  3. 18m 43s
    1. Opening new workbooks
      5m 13s
    2. Entering data
      6m 12s
    3. Commenting and saving
      7m 18s
  4. 17m 31s
    1. Opening worksheets
      1m 55s
    2. Add and delete worksheets
      2m 23s
    3. Insert and delete cells
      3m 46s
    4. Worksheet data
      9m 27s
  5. 36m 0s
    1. Width and height
      6m 7s
    2. Numeric formats
      6m 1s
    3. Alignment of data
      3m 43s
    4. Naming cells and ranges
      5m 48s
    5. Naming constants
      1m 52s
    6. Creating lists
      5m 48s
    7. Autofilter
      4m 13s
    8. Designated lists
      2m 28s
  6. 11m 19s
    1. Print options
      5m 51s
    2. Printing and hiding data
      1m 58s
    3. Headers and footers
      3m 30s
  7. 21m 52s
    1. Creating formulas
      6m 30s
    2. Relative and absolute
      6m 1s
    3. External references
      6m 0s
    4. Named constants
      3m 21s
  8. 7m 47s
    1. Functions
      7m 47s
  9. 19m 6s
    1. Fonts and merging
      3m 52s
    2. Rotate and indent
      1m 47s
    3. Borders
      2m 41s
    4. Shading and format painter
      2m 30s
    5. Rename and color worksheet tabs
      1m 52s
    6. Working with pictures
      6m 24s
  10. 11m 31s
    1. Templates
      3m 45s
    2. Styles
      3m 55s
    3. Autoformat
      55s
    4. Smart documents
      2m 56s
  11. 13m 15s
    1. Chart terminology
      2m 23s
    2. Chart wizard
      5m 10s
    3. Formatting charts
      3m 22s
    4. Inserting images
      1m 42s
    5. Printing charts
      38s
  12. 5m 1s
    1. File search
      1m 51s
    2. Find and replace
      3m 10s
  13. 8m 19s
    1. Import from Word
      1m 17s
    2. Delimited data
      2m 53s
    3. Import from the web
      1m 49s
    4. Exporting data
      2m 20s
  14. 7m 54s
    1. Consolidation
      5m 12s
    2. 3D formulas
      2m 42s
  15. 5m 33s
    1. Multiple panes
      1m 12s
    2. More screen options
      4m 21s
  16. 13m 37s
    1. If
      2m 22s
    2. Time
      4m 16s
    3. Date and time
      2m 14s
    4. Lookup
      4m 45s
  17. 6m 55s
    1. Compare text
      3m 27s
    2. Concatenation
      1m 47s
    3. Special characters
      1m 41s
  18. 6m 10s
    1. Pivot tables
      6m 10s
  19. 16m 0s
    1. Recording a macro
      8m 43s
    2. Macro menus
      3m 45s
    3. Global macros
      3m 32s
  20. 11s
    1. Goodbye
      11s

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