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Excel 2007
Using Templates
Introduction
Templates
Watch the video! (3:30min) - Tips for watching our videos.
Excel allows you to create new workbooks using templates, or a predefined pattern. Several templates are
preloaded in Excel and others are located on Microsoft Office Online.
To Create New Workbooks Using Templates On Your Computer:
Š Open Excel.
Š Click the Microsoft Office Button.
Š Select New. The New Workbook Dialog Box appears.
Page 1
In Excel 2007, you have many templates that can save you a lot of time. A
template is a pre-designed spreadsheet that you can use to create new
spreadsheets with the same formatting and predefined formulas. With
templates, you don't need to know how to do the math, or even how to write
formulas -- these are already integrated into the spreadsheet.
In this lesson, you will learn how to create a new workbook with a template, as
well as basic information about how templates work in Excel 2007.
Page 2
©1998-2013 Goodwill Community Foundation, Inc. All rights reserved.
Š Click Installed Templates. Thumbnail images of the templates that are installed on your computer appear
in the center of the dialog box.
Š Select a template from the center area of the dialog box. A slightly larger image of the template appears on
the right side of the dialog box.
Š Click Create. The template will appear in the Excel window.
To Create New Workbooks Using Templates on Office Online:
Š Open Excel.
©1998-2013 Goodwill Community Foundation, Inc. All rights reserved.
Š Click Microsoft Office Button.
Š Select New. The New Workbook Dialog Box appears.
Š Select a category under the Microsoft Office Online heading on the left. Thumbnail images of the
templates in that category that are available through Microsoft Office Online appear in the center of the
dialog box.
Š Select a template. A slightly larger image of the template appears on the right side of the dialog box.
Š Click Download. The download process will begin.
Challenge!
Page 3
Š Open Excel.
Š View the templates on your computer.
Š View several of the template categories on Microsoft Office Online.
Š Select a template.
Š Download the template.
Š Enter your data into the template.
Š Save and close the workbook.
©1998-2013 Goodwill Community Foundation, Inc. All rights reserved.

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Print14

  • 1. Excel 2007 Using Templates Introduction Templates Watch the video! (3:30min) - Tips for watching our videos. Excel allows you to create new workbooks using templates, or a predefined pattern. Several templates are preloaded in Excel and others are located on Microsoft Office Online. To Create New Workbooks Using Templates On Your Computer: Š Open Excel. Š Click the Microsoft Office Button. Š Select New. The New Workbook Dialog Box appears. Page 1 In Excel 2007, you have many templates that can save you a lot of time. A template is a pre-designed spreadsheet that you can use to create new spreadsheets with the same formatting and predefined formulas. With templates, you don't need to know how to do the math, or even how to write formulas -- these are already integrated into the spreadsheet. In this lesson, you will learn how to create a new workbook with a template, as well as basic information about how templates work in Excel 2007. Page 2 ©1998-2013 Goodwill Community Foundation, Inc. All rights reserved.
  • 2. Š Click Installed Templates. Thumbnail images of the templates that are installed on your computer appear in the center of the dialog box. Š Select a template from the center area of the dialog box. A slightly larger image of the template appears on the right side of the dialog box. Š Click Create. The template will appear in the Excel window. To Create New Workbooks Using Templates on Office Online: Š Open Excel. ©1998-2013 Goodwill Community Foundation, Inc. All rights reserved.
  • 3. Š Click Microsoft Office Button. Š Select New. The New Workbook Dialog Box appears. Š Select a category under the Microsoft Office Online heading on the left. Thumbnail images of the templates in that category that are available through Microsoft Office Online appear in the center of the dialog box. Š Select a template. A slightly larger image of the template appears on the right side of the dialog box. Š Click Download. The download process will begin. Challenge! Page 3 Š Open Excel. Š View the templates on your computer. Š View several of the template categories on Microsoft Office Online. Š Select a template. Š Download the template. Š Enter your data into the template. Š Save and close the workbook. ©1998-2013 Goodwill Community Foundation, Inc. All rights reserved.