How to Use Templates in Excel 2007

Excel 2007 provides predesigned templates, worksheets for common uses. Templates contain standard or boilerplate text, but you can modify the templates to fit your needs. You can use the templates automatically installed with Excel 2007, or you can download free templates from the Microsoft Office Online Web site.

The following templates are automatically installed when you start using Excel 2007: Billing Statement, Blood Pressure Tracker, Expense Report, Loan Amortization, Personal Monthly Budget, Sales Report, and Time Card. Many additional templates are available for downloading.

Using the installed templates

Follow these steps to use one of the templates that comes installed with Excel 2007:

  1. Click the Office button and then click New.

    The New Workbook dialog box appears.

  2. Click Installed Templates under Templates in the pane on the left.

    The middle pane displays thumbnails for each of the installed templates. A preview of the selected thumbnail appears in a preview pane on the right.

    You can select an installed template to generate a new workbook.
    You can select an installed template to generate a new workbook.
  3. Select the desired template from the middle pane and click Create.

    Excel closes the dialog box and opens the selected template.

    A new billing statement worksheet generated from the Billing Statement template.
    A new billing statement worksheet generated from the Billing Statement template.
  4. Customize the template as needed.

  5. Save the file with a new name.

Downloading templates

If you have Internet access, you can easily check out and download any of the templates offered by Microsoft directly from the New Workbook dialog box.

Follow these steps to download a template from Microsoft Office Online:

  1. Click the Office button and then click New.

  2. Click the category of the template you want to download under Microsoft Office Online in the Navigation pane on the left.

    The middle pane displays thumbnails for each of the items in that category. In some cases, you may need to select a subcategory in the middle pane before you see the thumbnails. A preview of the selected thumbnail appears in a preview pane on the right.

    Selecting a Budget template to download from Microsoft Office Online.
    Selecting a Budget template to download from Microsoft Office Online.
  3. Select the thumbnail image for the template you want to download and then click the Download button.

    The Download button appears near the bottom-right corner of the New Workbook dialog box.

  4. If you see the Microsoft Office Genuine Advantage dialog box, click the Continue button.

    This step verifies that you have a genuine copy of Microsoft Office. After Excel 2007 finishes downloading the template, the template file opens automatically.

  5. Customize the template as needed.

  6. Save the file with a new name.

After downloading a template from Microsoft Office Online, you can use the template to generate new workbooks by opening it from the My Templates tab of the New dialog box (open this dialog box by clicking the My Templates link in the Navigation pane of the New Workbook dialog box).

blog comments powered by Disqus
Advertisement

Inside Dummies.com