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Using Excel Templates

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From Quick Guide: Basics of Business Forms

Summary: Using Excel templates involves formatting a worksheet, going to the File menu and selecting Save As, naming the template and saving it as a Template file type. Apply templates to a variety of spreadsheets with tips from an experienced Excel user in this free video on computer software.

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By Tonya Mason
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Tonya Mason is an adjunct instructor and audio video equipment manager at a college in Cincinnati, Ohio. She has worked on various independent features, as well as, participated in...read more

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Video Transcript

"Microsoft excell is a registered trademark of Microsoft office products and I am in no way shape or form affiliated with Microsoft office, or Microsoft. What I want to do next is kind of show you how to create a template in excell. Click on file, and save as. Click the folder you want to save it in because file management is extremely important. OK. You got to make sure you got things where you can find them. OK. And we're going to just name this as a test. Template. And we're going to in the save as type, you click on that drop down box and click on template. And click save. Whenever you create a template, basically what you're doing is you're creating something that all of the formatting that you use in that particular template can be propagated to any other workbook, OK. So, if you wanted to say for instance open up a previous book. If you wanted to open up a previous already created an account, or a created book, you could do that and you can apply the template."

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