Unit 5 Spreadsheets
5.08
Templates
Introduction
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In Word we discussed templates and how they relate to
word processing.
In Excel templates are very similar.
Excel templates are master worksheets that include the
basic elements used for a specific type of worksheet.
The template could be a budget, invoice, timesheet,
payment amortization, etc.
Often times you may create a worksheet that has
unchanging data in it with only a few cells that change
every time.
Creating a template for this type of worksheet is a more
efficient approach in handling unchanging data.
An Excel template is saved with an .xltx extension.
You can create your own template such as one that will
calculate your average for a class.
The subject would not change and the formulas for
calculating the average would be unchanging.
The changing data would be the grade you enter for
test, class work, projects, etc.
This type of template can help students determine what
they need to make on exams to keep a specific grade
or improve a grade.
There are also existing templates available for you to use
in Excel.
You do not have to design the worksheet, or create the
formulas.
You only have to enter information that pertains to you
based on the template you selected, save the worksheet
and you are finished.
Introduction
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At the end of this lesson, you
will be able to:
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Utilize spreadsheet features, including
formulas, functions, sorting and filtering
data, templates, charts, and graphs in
creating, editing, and printing workbooks.
(ACOS 6)
Lesson
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Many times when we are creating worksheets,
we don’t think about whether this is a
worksheet we will use over and over.
You may create the worksheet, just open it up
and save over the data every time you use it.
You may intend to create a new file name and
not save over your old data but you forgot to
select Save As and accidentally saved over
your old data.
Then you realize you need the information from
the old data and you no longer have it.
Using a template will allow you to use the same
worksheet over and over again but a template
will not let you save over it.
When you go to save the worksheet, it will
require a file name to be entered.
This keeps integrity of your template. There is no
accidentally saving over your old data.
Summary
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When you are creating a worksheet, analyze
the data that will be included. Ask yourself a
couple of questions:
– Is this a worksheet I will use over and over
again?
– Does it have data that doesn’t change
along with changing data?
– Could this be a worksheet others might
want to use?
– Is there a template already available that
I could use?
If you can answer yes to these questions then
creating or using an existing template would be
advantageous for you.
If Excel doesn’t have a template already
available for you to use on your computer,
then search the Microsoft website for the type
of template you want.
You may find what you need there. If not
create your own.
Task 1
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Creating a template or using
an existing template will make
your life easier.
In the next activities you will
have the opportunity to use an
existing template and create
your very own template.
Open the 5.08 Loan Instructions
to complete this activity.
Save to your F Drive in your Unit
5 Folder as
– 5.08 Loan
Dropbox.
Task 2
• In this activity, you will
create your own grade
averager.
– Open the 5.08 Grade
Averager instructions.
• Save to your F Drive in
your Unit 5 Folder as
– 5.08 Grade Averager
Dropbox.
Unit 5 Folder
Remember to save
all of your work to
your Unit 5 folder!
Are you finished?
• You should have
– 17 files
• Saved to your F Drive
– in your Unit 5 Folder.
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5.01 Introduction to
Spreadsheets Dropbox
5.02 Number Format Dropbox
5.03 Interest Schedule Dropbox
5.04 Nielson’s Top Ten List
5.04 Modern Day on First
5.04 Charts Worksheet Dropbox
5.04 Create Chart Dropbox
5.05 Pie Chart
5.05 Bar Chart
5.05 Line Chart
5.05 Reading Charts Dropbox
5.05 Digital Use Dropbox
5.06 Functions Dropbox
5.07 AutoSum Dropbox
5.07 Commission Dropbox
5.08 Loan Dropbox
5.08 Grade Averager Dropbox