Microsoft Office Tutorials and References
In Depth Information
Using workbooks as templates
In this chapter, you’ll use a workbook as a template for other workbooks, work with more
than one set of data, link to data in other workbooks, and summarize multiple sets of data.
PRACTICE FILES To complete the exercises in this chapter, you need the practice files
contained in the Chapter07 practice file folder. For more information, see “Download
the practice files” in this topic’s Introduction.
Using workbooks as templates
for other workbooks
After you decide on the type of data you want to store in a workbook and what that
workbook should look like, you probably want to be able to create similar workbooks without
adding all of the formatting and formulas again. For example, you might have established a
design for your monthly sales-tracking workbook.
When you have settled on a design for your workbooks, you can save one of the workbooks
as a template for similar workbooks you will create in the future. You can leave the
workbook’s labels to aid data entry, but you should remove any existing data from a workbook
that you save as a template, both to avoid data entry errors and to remove any confusion
as to whether the workbook is a template. You can also remove any worksheets you and
your colleagues won’t need by right-clicking the tab of an unneeded worksheet and, on the
shortcut menu that appears, clicking Delete.
If you want your template workbook to have more than the standard number of
worksheets (such as 12 worksheets to track shipments for a year, by month), you can add
worksheets by clicking the Insert Worksheet button that appears to the right of the
existing worksheet tabs.
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