Join Dennis Taylor for an in-depth discussion in this video Creating an Excel template, part of Excel Tips Weekly.
- [Voiceover] If you update a file frequently,…perhaps weekly or monthly,…you might want to consider the concept of Template.…This file that I have open which is called…61-Excel Template is only a temporary name.…Let's imagine I'm going to be using it every month…and I've just used it for the month of January.…All the data is in place, I've got a nice chart.…I will save this probably giving it…a name reflecting the data.…I'll go to the File tab.…I'll go to the File tab in the ribbon, Save As,…and I'll simply call it, for example,…January Sales or Jan Sales 2016.…
So, I've finished that.…February comes along.…I've got my February data in place.…I will open this file.…Imagine that I've opened it.…Remember it's called Jan Sales 2016.…First thing I'll do probably…is get rid of the data over here,…and I'll change this to be February.…It's the same year.…I'll start to put in my numbers here.…I might put in three or four sets.…Maybe I get interrupted, possibly a phone call,…somebody comes into the office, whatever.…I want to make sure I save this…
Skill Level Appropriate for all
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