Working with Templates

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Excel includes several common templates including a Balance Sheet, Expense Statement, Loan Amortization, and Timecard. Each template provides formatting, sample text, and formulas suited to the particular task. Many more templates are also available online from the Microsoft.com website.

Using a Predefined Template

You access templates from the Excel task pane. Excel calls their templates "Spreadsheet Solutions."

NOTE

The first time you use these templates, Excel may prompt you for your Office CD.

Saving a Template

If you have a worksheet you use regularly, but create a new version of the worksheet each time, save it first as a template. Then when you need a new sheet, the preliminary work will be complete and ready for you.

Editing a Template

If you find an error on the template or need to change the master copy, you can easily edit any template you create. Template changes affect only new worksheets based on the template. It does not change any existing saved worksheets based on the template.

NOTE

Typically, Excel will store Office templates in the C:\Documents and Settings\ your name \Application Data\Microsoft\Templates folder.

Deleting a Template

If you no longer want a template, you can easily delete it. You delete the file through the Open dialog box.

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