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

Designing a template

From: Numbers '09 Essential Training

Video: Designing a template

Although Numbers '09 provides several templates to give us a variety of ideas for designing the look of charts, tables and other objects, we can also design our own templates. Let's use a spreadsheet that's been started for us called Running Club Template. Designing a template means creating a spreadsheet and then saving it as a template to be used over and over. Now here we have a table with some custom formatting. It's going to appear as it is when we save this file as a template. But let's make it the default style so that any new tables that get added will be formatted the same.

Designing a template

Although Numbers '09 provides several templates to give us a variety of ideas for designing the look of charts, tables and other objects, we can also design our own templates. Let's use a spreadsheet that's been started for us called Running Club Template. Designing a template means creating a spreadsheet and then saving it as a template to be used over and over. Now here we have a table with some custom formatting. It's going to appear as it is when we save this file as a template. But let's make it the default style so that any new tables that get added will be formatted the same.

First, we select the table and we can do that by clicking the table name in the Sheets pane. As we scroll down through the various styles, we see that this table is using a custom style called Blue Combo. You can click the Triangle off to the right, then choose Set as Default Style for New Tables now. Anytime a table is added, it will be formatted just like this. We can also add some content to this table. So that people using the table won't have to enter it themselves. Let's click Cell A2 and type in January, and we'll use the Fill Handle in the bottom-right corner, drag that all the way down, so we have January through December.

Also across the top is where member names are going to appear. We won't type actual names but we can create placeholders here such as Name #1. You can use the Fill Handle now in the bottom-right corner of that cell. Drag it across so we can have up to 5 names in this table. All right, let's go back to the Sheets pane and select the entire table by clicking the table name. We can also make this table available as a reusable table, so it can be added easily. To do that, we know all we have to do is click Format, move down to Advanced, and Capture this Table.

It's going to create a reusable table using the same name but we can type over that. Let's type in Goal Tracker, and we always wanted to look like this table, it's selected by default. So we click OK and now anytime somebody uses our template and clicks the Tables button, they will be able to add this Goal Tracker table from the list. Let's deselect by clicking the Canvas to close up the menu, click again to deselect the table, beautiful. Now, we also have a chart ready to be populated by the numbers that are going to appear down below in our table.

We can create default formatting for our chart that will be saved with our template as well. Click once to select the chart or click the chart name in the Sheets pane and now you will notice up above in the Format Bar, this is a Mixed Chart. So we can apply some default chart colors for example. Click the Chart Colors button. Let's go to our first button and choose 2D Image Fills and then we'll click the second button. Let's go down to Silk. That's a good combination.

We'll kind of match our table down below. Click Apply All. We don't see changes right now to the chart because there's no data. But every time a Mixed Chart is going to be added, we want it to be formatted this way. So with the chart selected, click Format, move down to Advanced and Define Default Style for Mixed Chart. You can also set the number of series. Let's have it match the table, we'll bump it down to 5 and click OK, and now we'll deselect it by clicking the Canvas.

Now we can also control the default formatting for other types of charts that might get used in this template. All we have to do is add the chart. So let's do that using the Charts button on the Toolbar. We'll add a 2-dimensional Pie Chart. Now down below, we'll see the default formatting for that Pie Chart. Notice the table that's created for it as well, it's using our default table format, but the chart itself needs to be reformatted. So click once to select the chart. Let's change the chart colors. Click the Chart Colors button. Let's go to our first button, choose 2D Color Fills, and we'll choose Blue. When you click Apply All, you will see that change applied to the Pie Chart.

We can close up our Chart Colors, and now to make this the default, again Format, Advanced, Define Default Style, this time for Pie Chart. The Number of Series, we'll leave the default at 6, and click OK. Now, we don't want this chart in our template, but anytime it's added, we want it to be formatted this way. So, with our chart selected, press Delete on the keyboard to remove it. We can also remove the table. We don't need it. But now anytime a Pie Chart is added, it will be formatted the way we just specified.

Now, we can also define the number of sheets for our new template. Let's add another sheet. Click the Sheet button on the Toolbar. Notice the default table style is applied to the default table that's added where it says Sheet and the number, we'll change the name, double-click that. This is going to be our Member List. So we'll type that and the table, which is currently Table 1, we'll double -click it and call it Members. Press Return to lock that in and this will be saved with our template as well.

Let's go back to the Running Club sheet by clicking it, and it looks like we are ready now to start adding some additional comment. The design of our template is well on its way. All we have done so far is created a spreadsheet with multiple sheets, tables, and charts, and applied some default formatting.

Show transcript

This video is part of

Image for Numbers '09 Essential Training
Numbers '09 Essential Training

71 video lessons · 17264 viewers

David Rivers
Author

 
Expand all | Collapse all
  1. 1m 59s
    1. Welcome
      1m 12s
    2. Using the exercise files
      47s
  2. 7m 17s
    1. Launching Numbers and exploring templates
      2m 24s
    2. Exploring the user interface
      2m 45s
    3. Customizing the user interface
      2m 8s
  3. 15m 36s
    1. Creating and opening spreadsheets
      1m 12s
    2. Importing spreadsheets
      1m 48s
    3. Saving and exporting spreadsheets
      2m 39s
    4. Working with sheets
      3m 0s
    5. Laying out sheets
      3m 7s
    6. Headers, footers, and page numbering
      3m 50s
  4. 48m 42s
    1. Adding tables
      2m 43s
    2. Modifying tables
      2m 39s
    3. Working with content in table cells
      4m 55s
    4. Using controls
      5m 0s
    5. Working with rows and columns
      4m 59s
    6. Table headers and footers
      5m 24s
    7. Auto-filling table cells
      3m 50s
    8. Working with table cells
      3m 17s
    9. Using table categories
      4m 18s
    10. Reorganizing table data
      3m 7s
    11. Defining reusable tables
      3m 38s
    12. Copying tables
      2m 48s
    13. Using Address Book data
      2m 4s
  5. 14m 4s
    1. Using table styles
      2m 3s
    2. Overriding table styles
      1m 51s
    3. Redefining a table's style
      2m 31s
    4. Copying and pasting table styles
      2m 46s
    5. Creating, renaming, and deleting table styles
      3m 41s
    6. Using the default table style
      1m 12s
  6. 18m 24s
    1. Using formulas
      3m 47s
    2. Using the Formula bar and Formula Editor
      3m 52s
    3. Using cell references
      3m 25s
    4. Using functions
      4m 15s
    5. Using Formula List view
      3m 5s
  7. 32m 48s
    1. Adding a chart
      2m 42s
    2. Creating a mixed chart
      2m 33s
    3. Modifying chart data
      2m 23s
    4. Adding data to a chart from multiple tables
      2m 20s
    5. Changing a chart from one type to another
      2m 19s
    6. Formatting general chart attributes
      4m 56s
    7. Using trend lines and error bars
      5m 21s
    8. Creating a two-axis chart with different value scales
      2m 34s
    9. Formatting 3D charts
      5m 15s
    10. Linking charts to Pages and Keynote
      2m 25s
  8. 32m 56s
    1. Adding, removing, and selecting text
      3m 24s
    2. Formatting text
      4m 11s
    3. Formatting numbers
      6m 53s
    4. Conditional formatting
      3m 28s
    5. Using special characters
      3m 57s
    6. Using hyperlinks
      2m 33s
    7. Checking spelling
      4m 58s
    8. Find and Replace
      3m 32s
  9. 37m 25s
    1. Using text boxes
      5m 9s
    2. Copying text to a text box
      2m 26s
    3. Paragraph formatting
      3m 14s
    4. Creating bulleted and numbered lists
      3m 50s
    5. Working with shapes
      4m 29s
    6. Adding and adjusting images
      2m 46s
    7. Masking objects
      3m 50s
    8. Using Instant Alpha
      2m 0s
    9. Inserting media files
      3m 37s
    10. Aligning and layering objects
      6m 4s
  10. 11m 46s
    1. Printing a sheet
      4m 8s
    2. Password-protecting and emailing spreadsheets
      3m 36s
    3. Sharing spreadsheets with iWork.com
      4m 2s
  11. 12m 37s
    1. Designing a template
      5m 26s
    2. Creating initial spreadsheet content
      2m 54s
    3. Creating media placeholders
      2m 33s
    4. Saving a custom template
      1m 44s
  12. 18s
    1. Goodbye
      18s

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 Numbers '09 Essential Training.

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.