Excel Intermediate Templates

Excel Templates Overview

Templates provide reusable workbook designs that can be used as a starting point for new Excel workbooks.

Topic Focus

Using templates creating Excel templates and editing Excel templates.

Using Templates

Start a workbook from an existing template.

Creating Templates

Build a reusable workbook design and save it as an Excel template.

Editing Templates

Modify a template when its reusable design or content needs to change.

Essential Terms

Review the key terms used when working with Excel templates.

Using Templates

An existing template can provide a prepared workbook structure for creating a new workbook.

Working from a Template

A template provides a reusable starting design while the new workbook can contain its own working data.

Choose a Template

Select a suitable template for the type of workbook you want to create.

Create the Workbook

Use the selected template as the starting point for the new workbook.

Creating Excel Templates

A workbook can be prepared as a reusable design and saved for use as an Excel template.

Prepare the Design

Set up the workbook structure and reusable content that should appear in future workbooks.

Create the Template

Save the prepared workbook as an Excel template so the design can be reused.

Editing Excel Templates

Templates can be edited when the reusable workbook design needs to be updated.

Interactive Template Explorer

Review the three template tasks covered in this topic.

Key Takeaways

Templates help create reusable workbook designs that can be used and updated when required.

Using Templates

Use an existing template as the starting point for a new workbook.

Creating Excel Templates

Prepare a reusable workbook design and save it as a template.

Editing Excel Templates

Modify the template itself when the reusable design needs to change.

Knowledge Check

Test your understanding of using creating and editing Excel templates.

Score 0 of 0

InfoTech