Excel includes a few pre-defined templates which automate the process of creating common forms such as invoices, expense statements, loan amortization, time cards and balance sheets. This is especially helpful if you find yourself creating the same type of report over and over again. To use a template, create a new workbook based on a template and fill in the data – the design and formatting process is already done for you. You can use the installed templates that came with Excel or download hundreds of additional templates from Microsoft Office Online.
To Create a Workbook from a Template
- Click the Microsoft Office Button and then click New.
- Click Installed Templates in the left pane.
- Click the template you want and then click the Create button.
- To view additional templates from Microsoft Office Online:
a. Under the Microsoft Office Online category in the left pane, click the template category.
b. Select the template you want to use.
c. Click Download to install the template on your computer.
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