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EXCEL DATA ANALYSIS

CREATE A CUSTOM TEMPLATE

f you frequently create worksheets with the same Your custom template can contain settings for the entire
layout, such as a weekly stock analysis report, you can workbook. For example, if you only want the workbook to
I make a template to eliminate repetitive tasks. Templates contain one worksheet, you simply remove the other
provide a desired layout complete with specific styles, worksheets before saving your template.
border settings, headers, footers, and even default text and You can now save your generic workbook as a template. On
images, such as a company logo.
the Save As dialog box, you select the Template (*.xlt)
You create a template by designing a generic workbook that option in the Save as Type field. The option may also appear
contains the worksheet layouts you want and then change as Template. When you do so, Excel specifies a default
any aspect of it to suit your needs. You can create custom storage location similar to the following:
styles, number formats, customized macros and formulas. C:\Documents and Settings\user_name\
You can also specify custom column and row headings in a Application Data\Microsoft\Templates
template. For example, if you generate a budget worksheet
each month, you can create a Budget template that contains Your drive letter may differ, and you must replace
the column headings for all expenses and includes formulas user_name with the username you use to log in to
for summing the totals. See the sections "Create a Custom Windows. You should allow Excel to store your workbook in
Number Format" and "Create a Named Style" for the default location. This ensures that the template appears
information on creating custom styles and number formats. in the General tab of the Templates dialog box when you
See Chapter 4 for information on creating formulas and create a new workbook.
Chapter 9 for more about macros.

CREATE A CUSTOM TEMPLATE

Template (*.xlt)

⁄ Create your default ¤ Click File ➪ Save As. ■ The Save As dialog box ‹ Click the select Template
workbook with the features displays. (*.xlt) option.
you want in the template.

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