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Planning a Workbook
Critical Questions to ask
 Do I have one?
 Does anyone in the office have one?
 Does Excel have one?
 Does the Internet have one?
 Am I going to use it again? ( Do I want to have one
next time??)
Open or Create a workbook
Document your work!
File New .. Templates – using theirs
File New .. Templates – Making Yours
Templates
7
Creating a Custom Workbook Template
 A custom template is a workbook template you
create that is ready to run with the formulas for all
calculations included as well as all formatting
 Prepare the workbook: enter values, text, and
formulas as needed; apply formatting; and replace
data values with zeros or blank cells
 Click the Office Button, and then click Save As
8
Creating a Custom Workbook Template
 In the File name box, enter the template name
 Click the Save as type button, and then click Excel
Template
 Save the file in the Templates folder or select an
alternative folder location
 Click the Save button
9
Creating a Custom Workbook Template
10
Find and replace to make fast changes
Printing the Workbook
 You can print the contents of your workbook
by using the Print command on the Office
Button
 The Print command provides three options:
 You can open the Print dialog box from which you can
specify the printer settings, including which printer to use,
which worksheets to include in the printout, and the
number of copies to print
 You can perform a Quick Print using the print options
currently set in the Print dialog box
 Finally, you can preview the workbook before you send it
to the printer
Viewing and Printing Worksheet
Formulas
 You can view the formulas in a workbook by
switching to formula view, a view of the workbook
contents that displays formulas instead of the
resulting values
 To change the worksheet to formula view, press the
Ctrl+` keys
 Scaling a printout reduces the width and the height
of the printout to fit the number of pages you specify
by shrinking the text size as needed

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Planning a workbook

  • 2. Critical Questions to ask  Do I have one?  Does anyone in the office have one?  Does Excel have one?  Does the Internet have one?  Am I going to use it again? ( Do I want to have one next time??)
  • 3. Open or Create a workbook
  • 5. File New .. Templates – using theirs
  • 6. File New .. Templates – Making Yours
  • 8. Creating a Custom Workbook Template  A custom template is a workbook template you create that is ready to run with the formulas for all calculations included as well as all formatting  Prepare the workbook: enter values, text, and formulas as needed; apply formatting; and replace data values with zeros or blank cells  Click the Office Button, and then click Save As 8
  • 9. Creating a Custom Workbook Template  In the File name box, enter the template name  Click the Save as type button, and then click Excel Template  Save the file in the Templates folder or select an alternative folder location  Click the Save button 9
  • 10. Creating a Custom Workbook Template 10
  • 11. Find and replace to make fast changes
  • 12. Printing the Workbook  You can print the contents of your workbook by using the Print command on the Office Button  The Print command provides three options:  You can open the Print dialog box from which you can specify the printer settings, including which printer to use, which worksheets to include in the printout, and the number of copies to print  You can perform a Quick Print using the print options currently set in the Print dialog box  Finally, you can preview the workbook before you send it to the printer
  • 13. Viewing and Printing Worksheet Formulas  You can view the formulas in a workbook by switching to formula view, a view of the workbook contents that displays formulas instead of the resulting values  To change the worksheet to formula view, press the Ctrl+` keys  Scaling a printout reduces the width and the height of the printout to fit the number of pages you specify by shrinking the text size as needed