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Create a Workbook from a Template in Microsoft Excel 2013

Edited by Colette Cole, Crystal, Eng

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Steps

Video: Create a Workbook from a Template in Microsoft Excel 2013

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Hi there and welcome to VisiHow. In this tutorial, we're going to show you how to easily create a workbook from an existing template in Microsoft Excel 2013.

How to Create a Workbook from a Template in MS Excel 2013.mp4-canvas0.jpg

Steps

1
The first thing that we want to do is open the application
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We'll see the normal landing page. On the right side of the screen, we can see the different templates available. This should be done if we have an idea of what we want and want to find something good available to save time.

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2
If we don't see anything that we'd like to use, we can also search by clicking on a suggested search at the top
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We can also type in what we want and click on the magnifying glass.

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3
Click on the chosen template
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For this purpose, we're going to click on a random one. It will show us a description and some images.
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4
If we decide that this is the template we want to use, we can click on "Create"
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It will download and then open the template.

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5
We will then see the workbook that we can use by changing the information
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This workbook already has formulas available, so if we change the values according to our own company values, we don't have to come up with the sum, for example, we just simply leave it the way it is and it will calculate according to the formula. In this particular case, we're looking at hours & expense tracking.
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6
For example, we'll change the rate
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It was $50, but we want to change it to $80, so we can type that in.

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7
We can see that the numbers have changed accordingly
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We can just go through and change all of the information and treat it like any other workbook. We can also add sheets, just like we were working with a blank workbook. We can add images, clipart, and that sort of thing. Don't forget that this is a new document even though it's a template. It's not actually our workbook until we save the document.
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8
We're going to click the save icon in the top left-hand corner
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It looks like a floppy disk.

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9
Alternatively, click on "FILE"
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10
Click on "Save As"
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An easier way is to press "Ctrl" + "S" on the keyboard simultaneously.
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11
Choose the location to save the document to
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We'll click on "Browse".
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12
Name the document, then click "Save"
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We can also hit "Enter" on the keyboard. We're going to name it "colette's tracker".
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13
After it has been named and saved, if we make any changes, we can just quickly save after so that we don't lose any data
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Sometimes people forget and lose all the changes they've made.
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14
That is how you create a workbook using a template in Microsoft Excel 2013
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Thank you for watching VisiHow. If you have any questions or comments about this video, please feel free to leave them in the comment section below. Take care.
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