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.
Note
Microsoft ...
