Excel Template

 

In this article, you will learn how to create templates in Microsoft Excel. Before creating templates, we have to understand:

  • What is a template?
  • What are the basic things required to create the template? And
  • How to create MS-Excel template?

What is a Template?

Template is a pre-formatted spreadsheet, in which we just need to enter the data and calculation happens on auto mode. We get the report in the pre-designed format. Microsoft Excel also has many ready to use templates, we can use them or we can create as per our requirement.

MS-Excel template is a spreadsheet which is a collection of styles and format that apply to an entire worksheet. Excel templates have already been prepared and pre-formatted in some way. It will be ready for user to enter the data/text into spreadsheet. Template saves a lot of time as it is easy to apply to the worksheet you are working on.

What are the basic rules of creating a template in Microsoft Excel?

There are few important things, which we should take care while preparing a template:

  • User Friendly
  • Ready to use
  • More Information
  • Formatting
  • Less Colors

How to create templates?

Instead of creating an Excel workbook from scratch, you can create a workbook based on a template. There are many free templates available, waiting to be used.

Existing Templates:

Follow below given steps to create a workbook based on an existing template:

  • Click on File tab > click on New

image 1

 

  • Choose any template, we have selected family budget (monthly)

image 2

 

  • Click on create, template will be created in Excel file

image 3

 

Note: Excel creates a workbook of template and also stores the template in the template folder. We can access this folder by clicking on My templates.

 

In this way, you can use Microsoft templates.

 

To Create own dashboard, please check below links, where we have created many templates. And, also you can download free Excel template file.

How to create checklist template?

How to make expenses report template?

 
 

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