Microsoft Office Tutorials and References
In Depth Information
Creating the Template
With a good understanding of the requirements document, an understanding of the
necessary decisions, and a sketch of the template, the next step is to use Excel to create the
Templates are most
helpful when you need
to create several similar
or identical workbooks.
They help reduce work
and ensure consistency.
Templates can contain:
(1) text and graphics,
such as a company name
and logo; (2) formats
and page layouts; and
(3) formulas or macros.
To Start Excel
If you are using a computer to step through the project in this chapter and you want
your screen to match the ﬁ gures in this topic, you should change your computer’s resolu-
tion to 1024
768. For information about how to change a computer’s resolution, see
page APP 21 in Appendix E.
The following steps, which assume Windows is running, start Excel based on a
typical installation of Microsoft Ofﬁ ce on your computer. You may need to ask your
instructor how to start Excel for your computer.
Note: If you are using Windows XP, see Appendix F for alternate steps.
1 Click the Start button on the Windows Vista taskbar to display the Start menu.
2 Click All Programs at the bottom of the left pane on the Start menu to display the All
3 Click Microsoft Ofﬁ ce in the All Programs list to display the Microsoft Ofﬁ ce list.
4 Click Microsoft Ofﬁ ce Excel 2007 to start Excel and display a blank worksheet in the Excel
5 If the Excel window is not maximized, click the Maximize button next to the Close button
on its title bar to maximize the window.
6 If the worksheet window in Excel is not maximized, click the Maximize button next to the
Close button on its title bar to maximize the worksheet window within Excel.
The ﬁ rst step in building the workbook is to create and save a template that contains the
titles, column and row headings, formulas, and formats used on each of the sheets.
Design the template and plan the formatting.
The template will be used to create a number of other worksheets. Thus, it is important to
consider the layout, cell formatting, and contents of the page.
• Set row heights and column widths. Row heights and column widths should be set to
sizes large enough to accommodate future needs.
• Use placeholders for data when possible. Placeholders are used in a template to guide
users of the template regarding what type of data to enter in cells. For example, the
word Region should be used in the subtitle to indicate to a user of the template to place
the Region name in the subtitle.