Join Curt Frye for an in-depth discussion in this video Creating and modifying workbook templates, part of Excel for Mac 2016 Essential Training.
- One of the realities of working with Excel…is that you often create files…that are similar to files you created before.…For example, if you create monthly sales reports,…it is very likely those reports will be almost the same,…except for the data they contain,…everytime you create one.…If you create workbooks with the same structure…more than once or twice a year,…you should consider creating a template,…which is a workbook file that contains…existing formatting and headings.…All you would need to do is plug in your data.…
I have started Microsoft Excel…and when you run Excel, you will see the template gallary.…There are a number of templates that are available to you…and what I'll do is I'll just click one.…I'll click Make a List. Your version of this list might…be different based on when you installed your software.…But with the Make a List template clicked,…I'll go ahead and click create and Excel creates…a workbook based on the template that I selected,…and I can work with it as I would any other file.…
Author
Curt Frye
Updated
2/18/2016Released
8/7/2015- Customizing the Ribbon
- Formatting worksheets, cells, and cell data
- Sorting and filtering data
- Working with formulas
- Detecting formula errors
- Creating charts
- Importing data
- Inserting objects and graphics
- Using PivotTables
- Recording macros
- Sharing workbooks
Skill Level Beginner
Duration
Views
Q: This course was updated on 02/18/2016. What changed?
A: We updated one tutorial, "Managing objects using the Selection pane." The new Selection pane, released in a January 2016 Office update, allows Excel for Mac users to more easily rearrange worksheet and slideshow objects.
-
Introduction
-
Welcome59s
-
-
1. Getting Started with Excel
-
Getting help in Excel3m 11s
-
2. Managing Workbooks
-
Setting workbook properties2m 45s
-
3. Working with Worksheets, Cells, and Cell Data
-
Creating named ranges5m 58s
-
Creating an Excel table5m 9s
-
4. Sorting, Filtering, and Managing Worksheets
-
Sorting worksheet data3m 6s
-
Creating a custom sort order4m 49s
-
Filtering worksheet data3m 55s
-
Managing worksheets5m 4s
-
-
5. Summarizing Data Using Formulas and Functions
-
Adding a formula to a cell3m 56s
-
6. Analyzing Data and Formulas
-
Rounding cell values4m 14s
-
Managing scenarios7m 1s
-
7. Formatting Worksheet Elements
-
Managing text alignment4m 46s
-
Copying cell formats3m 29s
-
Managing cell styles4m 10s
-
Managing Office themes5m 45s
-
8. Working with Charts
-
Creating pie charts2m 25s
-
Creating line charts3m 11s
-
Creating XY (scatter) charts2m 38s
-
Creating stock charts2m 42s
-
Adding trendlines to charts3m 31s
-
Creating sparkline charts4m 17s
-
9. Working with External Data
-
Using hyperlinks4m 18s
-
10. Working with Objects
-
Adding and adjusting images4m 58s
-
Manipulating text boxes3m 20s
-
Creating SmartArt graphics4m 19s
-
Creating WordArt2m 55s
-
11. Exploring PivotTables
-
Applying a PivotTable style2m 26s
-
12. Reviewing and Sharing Your Spreadsheets
-
Checking spelling2m 55s
-
Managing workbook comments3m 29s
-
Exporting to other formats2m 48s
-
Protecting a workbook3m 23s
-
-
13. Automating Workbooks Using Macros
-
Running an existing macro4m 31s
-
Recording a macro2m 46s
-
Adding comments to a macro2m 23s
-
-
Conclusion
-
Next steps1m 8s
-
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Creating and modifying workbook templates