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USING AND DOWNLOADING EXISTING WORKBOOK TEMPLATES IN MICROSOFT EXCEL 2013 – PART 1

Microsoft Excel 2013

This article is about creating and using Excel templates which provide creating workbooks, worksheets and charts. The templates have the necessary formulas and formatting for creating reports that you need to create very often and they have the template as their base. This could save you a lot of time when you have to make similar formatting. Excel supports several types of templates for workbooks, worksheets and charts:

  • The Predefined templates that are already created by “MS Office” and are available for download.
  • The default templates which you can insert every time you need a new workbook, worksheet or chart.
  • Customized templates which are created by the user and saved on the computer or SkyDrive.

This article is divided in 4 parts:

  1. Using and Downloading Existing Workbook Templates in Excel 2013,
  2. Creating Your Own Workbook Templates in Excel 2013,
  3. Creating and Using Worksheet Templates in Excel 2013,
  4. Creating and Using Chart Template in Excel 2013;

PART 1 – USING AND DOWNLOADING EXISTING WORKBOOK TEMPLATES IN EXCEL 2013

When you start Excel 2013 from the Start Menu in Windows, the first thing you see is the Start Screen menu which is consisted of multiple options like Info, New, Open, Save etc. 

01 - Back screen

To choose from a variety of MS Excel Workbook templates, click on the New Tab in the Start Screen and then select the Featured Tab if it is not already selected.

Then you should select one of the offered templates like, Semester at a glance, Mini Calendar App or Blank Workbook. All except Blank Workbook have predefined formatting such as colored tables, headers, cells, borders etc. If you choose one of them, the template will open as a new workbook, but with predefined formatting style. The Blank Workbook does not have any formatting or tables in it, just empty cells and it is good for starting a completely new workbook.

02 - Template description

When you click on some of the templates (e.g. Mini calendar app), you will get a template description and the Create Icon which you have to select to finally open the template.

03 - predefined workbook

After this, the template becomes your workbook and you have to save it on your computer or SkyDrive to make it usable for later actions. It is important to know that when you save this predefined workbook, the template itself is not changed and you can use it again.

04 - online templates

Other thing you can do is select a template from the Suggested searches tabs. Selecting one of the suggested searches like Budget, Invoice, Calendar etc. leads you to another menu consisted of the templates related to the selected tags.

05 - specific templates

Except the given templates, in the right hand side of the menu there are different categories of templates from which you can choose. You can also click on the Home Button to get back on the previous template menu.

06 - entering template's title

You can search more specific templates by entering a template’s title in the Search box and clicking on the Start Searching Button.

Continue reading in PART 2.

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