Creating a Template

You can create your own template as easily as you create a worksheet. Like those that come with Excel, custom templates can save you time. Perhaps each month you create an inventory worksheet in which you can enter repetitive information; all that changes is the actual data. By creating your own template, you have a custom form that is ready for completion each time you take inventory.

Create a Template

Enter all the necessary information in a new workbook ”including formulas, labels, graphics, and formatting.

Click the File menu, and then click Save As.

Click the Save In list arrow, and then select a location for the template.

To have your new template appear in the Spreadsheet Solutions tab of the New dialog box, select the location C:/Program/Files/ Microsoft Office/Templates/ Spreadsheet Solutions.

Type a file name that will clearly identify the purpose of the template.

Click the Save As Type list arrow.

Click Template.

Click Save.

Did You Know?

The difference between macros and templates . Create a macro to make repetitive tasks more efficient; create a template for fill-in-the-blank data whose format rarely changes.

You can test your template as you work . As you create a template, enter fake data in it to make sure the formulas work correctly.