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Excel 2013 Bible by John Walkenbach

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Chapter 8: Using and Creating Templates

In This Chapter

Understanding Excel templates

Working with the default templates

Creating custom templates

A template is essentially a model that serves as the basis for something else. An Excel template is a special type of workbook that's used as the basis to create other workbooks. This chapter discusses some of the templates available from Microsoft and describes how to create your own template files. Creating a template takes some time, but in the long run, doing so may save you a lot of work.

Exploring Excel Templates

The best way to become familiar with Excel template files is to jump in and try a few. Excel 2013 gives you quick access to hundreds of template files.

Viewing templates

To explore the Excel templates, choose File ⇒ New. The template thumbnails displayed on the screen that appears are just a small sampling of those that are available. Enter a descriptive word, and search for more.

Note

The searching is done at Microsoft Office Online, so you must be connected to the Internet in order to search for templates.

For example, enter invoice, and click the Search button. Excel displays many more thumbnails, and you can narrow the search by using the category filters on the right.

Figure 8.1 shows the results of a template search.

Figure 8.1

The New page in Backstage view allows you to search for templates.

9781118490303-fg0801.tif

Note

Microsoft ...

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