Chapter 8Using and Creating Templates

IN THIS CHAPTER

  1. Understanding Excel templates
  2. Working with the default templates
  3. 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 2016 gives you quick access to hundreds of template files.

Viewing templates

To explore the Excel templates, choose File image New. The template thumbnails displayed on the screen that appears are just a small sampling of those that are available. Click one of the suggested search terms, or enter a descriptive word and search for more.

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

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