Join Bob Flisser for an in-depth discussion in this video Creating and using original templates, part of Excel 2010 Essential Training.
The best way to create your own templates is to use your own existing workbooks.…Turning a workbook into a template just involves saving it. You don't have to do anything fancy.…Now let's take a look.…Go to the File tab, so we get into the Backstage view, and go down over here to…New and then up of top select New from existing and in Chapter 5 of the Exercise…folders, double-click this file turn into template.…It opens up, and you see up here it's called turn into template1.…This is the same idea as when you create a new workbook and Excel calls it…book1, book2 and so on.…
This is simply the first instance of using that file called turn into template.…We want to turn this into a template.…We are not actually going to put data in here.…So let's just save this as a template.…Now you can either press the F12 key on your keyboard to get to the Save As dialog box.…Let's cancel out. Or you could go to the File tab and choose Save As.…Down over here where it says Save as type, click that and choose Excel Template,…
Author
Bob Flisser
Released
6/9/2010- Copying and pasting techniques
- Working with formulas and functions
- Dealing with formula errors
- Creating lookup tables
- Naming cell ranges
- Formatting data and worksheets
- Finding and replacing data
- Creating SmartArt diagrams
- Creating charts and PivotTables
- Recording macros
- Sharing workbooks
Skill Level Beginner
Duration
Views
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Introduction
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Welcome53s
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1. Getting Started
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Touring the interface3m 38s
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2. Worksheet Basics
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Creating a worksheet5m 23s
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Targeting large data groups4m 26s
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3. Excel Formula Basics
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Entering data in a worksheet3m 22s
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Adding numbers manually5m 1s
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Adding a whole worksheet1m 48s
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Using IF4m 49s
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Using SUMIF and AVERAGEIF4m 15s
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Naming and using cell ranges3m 45s
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4. Essential Formatting
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Adding pictures and shapes7m 19s
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5. Advanced Formatting
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Inserting SmartArt6m 54s
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Applying built-in styles3m 16s
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Creating and sharing styles5m 33s
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Using templates4m 9s
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6. Printing Preparation
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Making the pieces fit4m 57s
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Printing and PDFs4m 34s
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7. Large Excel Projects
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Finding and replacing data3m 12s
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Managing worksheets7m 23s
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8. Collaborating with Others
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Setting workbook permissions6m 44s
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Sharing a workbook1m 25s
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Tracking changes3m 5s
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Saving files in shared locations10m 29s
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9. Exploring Excel's Database Features
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Creating lookup tables6m 3s
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10. Analyzing Data
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Working with Goal Seek5m 29s
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Using scenarios in formulas5m 28s
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11. Advanced Analysis with PivotTables
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Discovering PivotTables2m 22s
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Creating a basic PivotTable2m 46s
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Modifying a PivotTable6m 57s
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12. Creating and Using Charts
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Choosing chart types1m 55s
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Inserting Sparklines3m 54s
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Creating a column chart3m 23s
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Modifying a column chart5m 47s
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13. Creating and Using Macros
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Understanding macros3m 5s
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Editing a macro6m 50s
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14. Customizing Excel
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Customizing the Ribbon bar8m 44s
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Setting Excel options8m 19s
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Conclusion
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Goodbye16s
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Video: Creating and using original templates