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Excel 2010: The Missing Manual by Matthew MacDonald

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Creating a New Workbook from a Template

So far, every example worksheet in this book has started from scratch, with nothing more than Excel's empty grid of cells. This approach is a great way to learn the nuts-and-bolts of how Excel works, but it's not always necessary. In many cases, you can find a template that matches the worksheet you want to create. If so, you'll save yourself a good deal of formatting and formula-writing work.

To use a template, begin by selecting File→New. Excel switches to backstage view, as shown in Figure 16-1. But here's the trick: instead of creating an ordinary, blank workbook (by choosing "Blank workbook", and then clicking Create), you click one of the other options to begin hunting for a suitable template.

Here are your choices:

  • "Recent templates" shows a list of templates you've used recently. This gives you a handy way to jump straight to your favorite template. But at first this list is empty, because you haven't used any templates.

    Using Excel's backstage view, you can create a new, empty workbook or create a workbook based on a template.

    Figure 16-1. Using Excel's backstage view, you can create a new, empty workbook or create a workbook based on a template.

  • "Sample templates" shows a small set of templates that come with Excel. This category has very few templates to choose from, but you'll find classics like Expense Report and Personal Monthly Budget.

  • "My templates" lets you choose from one of the custom templates that you've created and saved on your computer, ...

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