Microsoft Excel

2.1 Opening Microsoft Excel 2.2 Microsoft Excel Startup Screen 2.4 Introduction to the Excel Interface 2.5 Customizing the Excel Quick Access Toolbar 2.6 More on the Excel Interface 2.7 Understanding the Structure of an Excel Workbook 2.8 Saving an Excel Document 2.9 Opening an Existing Excel Document 2.10 Common Excel Shortcut Keys 3.1 Entering Text to Create Spreadsheet Titles 3.2 Working with Numeric Data in Excel 3.3 Entering Date Values in Excel 3.4 Working with Cell References 3.5 Creating Basic Formulas in Excel 3.6 Relative Versus Absolute Cell References in Formulas 3.7 Understanding the Order of Operation 4.1 The structure of an Excel Function 4.2 Working with the SUM() Function – Excel 4.3 Working with the MIN() and MAX() Functions 4.4 Working with the AVERAGE() Function 4.5 Working with the COUNT() Function 4.6 Adjacent Cells Error in Excel Calculations 4.7 Using the AutoSum Command 4.8 Excel’s AutoSum Shortcut Key 4.9 Using the AutoFill Command to Copy Formulas 5.1 Moving and Copying Data in an Excel Worksheet 5.2. Inserting and Deleting Rows and Columns 5.3. Changing the Width and Height of Cells 5.4 Hiding and Unhiding Excel Rows and Columns 5.5 Renaming an Excel Worksheet 5.6. Deleting an Excel Worksheet 5.7 Moving and Copying an Excel Worksheet 6.1 Working with Font Formatting Commands 6.2. Changing the Background Color of a Cell 6.3. Adding Borders to Cells 6.4. Formatting Data as Currency Values 6.5. Formatting Percentages 6.6. Using Excel’s Format Painter 6.7. Creating Styles to Format Data 6.8. Merging and Centering Cells 6.9. Using Conditional Formatting 7.1 Inserting Images and Shapes into an Excel Worksheet 7.2 Inserting Shapes In Excel 7.3 Formatting Excel Shapes 7.4. Working with Excel SmartArt 8.1. Creating an Excel Column Chart 8.2. Working with the Excel Chart Ribbon 8.3. Adding and Modifying Data on an Excel Chart 8.4. Formatting an Excel Chart 8.5. Moving a Chart to another Worksheet 8.6. Working with Excel Pie Charts 9.1. Viewing your Document in Print Preview 9.2. Changing the Margins, Scaling and Orientation 9.3 Adding Header and Footer Content 9.4 Printing a Specific Range of Cells 10.1. Intro to Excel Templates 10.3. Opening an Existing Template 10.4. Creating a Custom Template 13.1 Understanding Excel List Structure 13.2 Sorting a List Using Single Level Sort 13.3 Sorting a List Using Multi-Level Sorts 13.4 Using Custom Sorts in an Excel List 13.5 Filter an Excel List Using the AutoFilter Tool 13.6 Creating Subtotals in a List 13.7 Format a List as a Table 13.8 Using Conditional Formatting to Find Duplicates 13.9 Removing Duplicates in Excel 14.1 Excel DSUM Function Single Criteria 14.2 Excel DSUM Function with OR Criteria 14.3 Excel DSUM Function with AND Criteria 14.4 Excel Function: DAVERAGE() 14.5 Excel Function: DCOUNT() 14.6 Excel Function: SUBTOTAL() 15.1 Creating an Excel Data Validation List 15.2 Excel Decimal Data Validation 15.3 Adding a Custom Excel Data Validation Error 15.4 Dynamic Formulas by Using Excel Data Validation Techniques 16.1 Importing Data from Text Files into Excel 16.2 Excel 2019

10.4. Creating a Custom Template

Now let us take-a-look at taking our monthly budget and turning it into a template.

First step. Remember the basis of a template is to build the basic structure the basic layout, do the basic formatting and so on have the consistent elements always there.

Opening your document that you want to create a template.

Delete all data in sheet.

Creating a Custom Template 1

Now I am going to turn this into a template, and this is super simple.

I am going to go up to my File and I going to go down the Save As then Brown

Now I do not want to create a standard Excel workbook that your standard file. I want to create a template.

So, I am going to change Save as Type to Excel template.

Creating a Custom Template 2

Then, I am going to go ahead Save it now. So, I am done with the Custom templates.

Now the next quarter rolls around and you will need to build a new monthly budget document. Well I am not going to go file new and create something from scratch. I have a template I am going to build this new one based off that template.

Opening custom template:

When you start Microsoft Excel, select PERSONAL, then select your Custom Template that your created before:

Creating a Custom Template 3

Then Select File – Save As to save your new document from template.

Let us create custom templates, it is a supper simple, select File -> Save as, save it as an Excel template. Get that basic structure and you are good to go. Try this out.