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Learn step-by-step how to use Excel templates to make your work go faster and more easily. Also learn how to download new templates that you can use.

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Using Excel Templates

Using Excel Templates

Excel templates is a normal workbook that is used as the basis for other workbooks.

Excel templates can use any of Excel's features such as charts, formulas, and macros.

Normally, you set up a template so that you can enter some values and get immediate results, such as using an invoice with the correct formulas already in place.

Excel includes several different templates that you can choose from.

To use Excel templates, follow these steps:

1. Choose FileNew from the menu bar.
  The New Workbook task pane opens up on the right-side of the Excel window.
  Excel Templates: New workbook task paneNew Workbook task pane
2. From the "New from Template" option group, select General Templates...
  Choose Templates on Microsoft.com where you can download more templates to your liking.
3. Make sure your Microsoft Office XP installation cd is in your CD Rom.
  From the Templates dialog box, click on the Spreadsheet Solutions tab.
  Excel Templates: Templates dialog box
4. Click on the template that you want to use, and then click OK.
  A new workbook file is created but with the content of the template you chose.
  Now you can change any aspect of the spreadsheet data or formatting as if it was a clean slate.

Excel Office Helper Unprotect the sheet!

If you are not allowed to change certain areas of the worksheet, this means that the worksheet has been protected.

To unprotect a worksheet, choose Tools ► Protection ► Unprotect Sheet.

Once you have changed your new template worksheet, save the workbook file as you would any other file by using the Save As option.
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