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Numbers offers intuitive organization features, allowing users to focus more on analysis and presentation. In Numbers '09 Essential Training, David Rivers explores the important features of this spreadsheet application and introduces the new tools for formula development and charting. He walks through the new functionality of charts, tables, and templates, and shows how to make spreadsheets effective and eye-catching. Exercise files accompany the course.
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.
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