John Riopel covers saving the report as a template to the exercise location and how to remove older versions in the template location.
- [Voiceover] Once you've finalized your report,…you can save it as the template of the final version.…To do that, we'll return to the File menu…and select Save As.…We'll go to our Exercise folder…since that's where we would like to put it,…and we'll make it an Excel template…by clicking the type file type.…Now, again, it's gonna default to your Office folder.…Since we're interested in saving in our Exercise files,…I'd like to overwrite one of the existing templates…that we started from.…Now, this Excel template will take on…and overwrite that template.…
You can also remove any templates that you currently have…by right-clicking on them and deleting them…out of your folder if you no longer need them.…Since this is one that we just wanna overwrite,…we'll select that same name…and again, make sure that we have Excel Template…as our file type, select Save, and replace it.…And, of course, we'll get our external data options,…and we'll, of course, we'll select Yes.…We've created our Excel template,…the final version that we want.…
NOTE: This course was designed in collaboration with Bonnie Biafore. The techniques shown work equally well with Microsoft Project 2010, 2013, and 2016.
- Explain how to edit a report template.
- Recall how to insert a graph into a visual Excel template.
- Recognize the steps to take in order to add additional functionality into a Visio WBS diagram.
- Determine the steps to expand on a data set in an Excel report.
- Identify three PivotChart tools.