How to select a standard template in Excel
Posted: Wed Jan 22, 2025 9:15 am
Instead of creating a new Excel template from scratch, you can use pre-designed templates available in the Excel template library in Microsoft Office Online. Here's how to do it:
Step 1: Open a new workbook
To select a standard Excel template, first open an Excel workbook and click "New." Here you will find some standard Excel templates.
Open a new workbook and learn how to create a template in Excel
Step 2: Select a predefined template
Now, choose a template that suits your needs and double-click on it to use it. For example, if you want to create a business budget, select the "Monthly Business Budget" template.
Step 3: Customize the existing template
Once you open the selected Excel template, you will find the budget summary and separate sheets for entering your income and expenses. If necessary, you can add other elements to the summary and link it to a formula from other sheets.
How to Create a Template in Excel: Customize the Existing Template
via Microsoft Excel On the "Revenue" tab, you can enter your actual and estimated values and add or vp hr email list subtract line items based on your revenue streams.
How to Create a Template in Excel: Customize the Existing Template
Via: Microsoft Excel Similarly, you can edit the Expenses sheet.
Customize the different tabs of the existing template
via Microsoft Excel
Step 4: Save as template
To save your Excel template, go to the File tab and click the "Save As" button. Choose a location and from the file format drop-down select Excel Template (*.xltx).
Step 1: Open a new workbook
To select a standard Excel template, first open an Excel workbook and click "New." Here you will find some standard Excel templates.
Open a new workbook and learn how to create a template in Excel
Step 2: Select a predefined template
Now, choose a template that suits your needs and double-click on it to use it. For example, if you want to create a business budget, select the "Monthly Business Budget" template.
Step 3: Customize the existing template
Once you open the selected Excel template, you will find the budget summary and separate sheets for entering your income and expenses. If necessary, you can add other elements to the summary and link it to a formula from other sheets.
How to Create a Template in Excel: Customize the Existing Template
via Microsoft Excel On the "Revenue" tab, you can enter your actual and estimated values and add or vp hr email list subtract line items based on your revenue streams.
How to Create a Template in Excel: Customize the Existing Template
Via: Microsoft Excel Similarly, you can edit the Expenses sheet.
Customize the different tabs of the existing template
via Microsoft Excel
Step 4: Save as template
To save your Excel template, go to the File tab and click the "Save As" button. Choose a location and from the file format drop-down select Excel Template (*.xltx).