Section 67. Create a Calc Template


67. Create a Calc Template

BEFORE YOU BEGIN

65 About Calc Styles and Templates

66 Create a Calc Style


SEE ALSO

73 Import and Export Sheet Data


Templates contain formatting for complete spreadsheets. Think of a template as a model for a spreadsheet. All the OpenOffice.org programs support templates. If you create a new spreadsheet without specifying a template, Calc uses the Default template style to create the empty spreadsheet and to set up initial font, margin, and other formatting- related details.

The Template Management dialog box, available from the File, Templates, Organize menu option, lists all templates currently available to you. You work with templates, selecting and adding them, from the Template Management dialog box.

NOTE

Calc templates use the filename extension .ots .


1.
Request a Template

Select File, New, Templates and Documents to open the Templates and Documents dialog box. The buttons along the top and left side of the dialog box let you navigate among different folders and view information about the selected template. Click the Templates icon on the left to see folders of templates such as My Templates (used for Impress; see 86 Use an Impress Template ). To open a template folder, double-click it to see all the available templates in that folder. Double-click the My Templates folder to see its contents.

2.
Choose a Template

Decide which template you want to work with.

NOTE

If you've recently installed Calc or have not added new templates, you may only see a Writer template named letter .

67. Create a Calc Template.


After clicking to select a template, you can click the Preview button to see a preview of the template at the right of the Templates and Documents dialog box. If you then click the Document Properties button, the preview goes away and the template's properties will display, showing you who created the template, how long ago the template was created, the template's size , and the last time the template was modified.

Click the Open button to create a spreadsheet based on the template.

3.
Complete the Spreadsheet

Once Calc creates a new spreadsheet based on the template, you then fill in the specific details to complete the spreadsheet. When designing templates, you can add placeholder text for names , titles, years , and other common data to be requested from inside brackets. The placeholder text indicates that you should fill in those cells with more specific data. Bracketed text is not a requirement in any way; it simply serves to tell you what is expected in those cells. When you develop your own templates, remember to add bracketed text so whoever uses the template in the future will know what is expected. Not all cells in a spreadsheet template will need these bracketed placeholders, though. Many cell contents require data that is obvious from the labels around those cells.

TIP

Templates are easier to maintain as models of spreadsheets than storing actual spreadsheets that you reuse over and over.

You might wonder what the difference is between creating a template and creating a spreadsheet and saving the sheet to be reused as a starting point later. If you start a new spreadsheet based on a template, when you save the spreadsheet, Calc knows to save the spreadsheet in a new spreadsheet file and will not overwrite the template. The template is always ready to be used. If you were to start with an actual spreadsheet that you use as your model, you can easily overwrite that model by performing a File, Save operation.

TIP

If your template spreadsheet contains formulas, you should protect those cells so that anybody who creates a spreadsheet from the template doesn't inadvertently overwrite those formulas with data (see 70 Protect Spreadsheet Data ).

NOTE

You can also save a template using the Save As dialog box. To do so, choose File, Save As and then choose a folder location, type a filename, and change the file type to the .ots filename extension. If you use this option, make sure that you either navigate to the My Templates folder to save your template to this location, or remember its folder location so that you can navigate to it when you want to create a new spreadsheet based on this template.

4.
Create a New Template

Feel free to create your own templates! Remember to include placeholder instructions to the user of your template, such as [Type Discount Rate Here] .

After you create and format a spreadsheet that you may need to re-create in the future, save the spreadsheet and then remove all the data specific to that particular spreadsheet, keeping all the formulas and formatting intact.

When you select File, Templates, Save , Calc opens the Templates dialog box, where you can assign a name and folder for your template (the default location is the My Templates folder). The next time you create a new document from a template, your new template will appear in the My Templates folder.



OpenOffice.org 2, Firefox, and Thunderbird for Windows All in One
Sams Teach Yourself OpenOffice.org 2, Firefox and Thunderbird for Windows All in One
ISBN: 0672328089
EAN: 2147483647
Year: 2005
Pages: 232
Authors: Greg Perry

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