Creating Workbooks Using Templates
A template is a file with predefined settings that you can use as a starting point for your workbook. Using an Excel template makes creating a new workbook easy and results in a professional appearance. Some examples of workbook templates are Balance Sheet, Sales Invoice, and Loan Amortization.
To create a workbook using a template:
- Click New... on the File menu.
- Click On my computer... in the Templates area of the New Workbook task pane.
- Click the Spreadsheet Solutions tab in the Templates dialog box.
- Click a template icon to see a preview in the right pane.
- Click OK.
To open the
Templates dialog box, you must click
New... on the File menu. The keyboard shortcut and the
New button
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on the toolbar will only open a new workbook based on the normal template.