Creating Your Own Template

You can save yourself lots of time by saving your favorite workbook as a template. Simply take an existing Excel workbook, get it to look the way you want for a template form, and then create a template from it.

For example, suppose you have a sales report that you update monthly. You can delete all the numbers that change in the worksheet, leaving the column and row headings intact. Then save the sales worksheet as a template. The next time you want to use the sales worksheet, open the sales template worksheet and just fill in the numbers. It's as easy as pie!

In the next exercise, you prepare the Summary worksheet in the Sales 1st Qtr workbook (the workbook you last used in Hour 5, “Letting Excel Do the Math”) for ...

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