Easy-to-follow video tutorials help you learn software, creative, and business skills.Become a member
When looking at the style, layout, and format of your spreadsheet, you're 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.
Get unlimited access to all courses for just $25/month.Become a member
82 Video lessons · 91082 Viewers
80 Video lessons · 138149 Viewers
59 Video lessons · 56960 Viewers
52 Video lessons · 70592 Viewers
Access exercise files from a button right under the course name.
Search within course videos and transcripts, and jump right to the results.
Remove icons showing you already watched videos if you want to start over.
Make the video wide, narrow, full-screen, or pop the player out of the page into its own window.
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.