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5 FAQS ABOUT EXCEL'S TEMPLATE FEATURE

Excel is a powerful spreadsheet tool used worldwide. It allows tasks to be performed easily and quickly. While most users stick to a limited function of Excel, a few features still need to be explored. One unfamiliar feature is the Excel Template.


Excel Template Troubles? 5 FAQs to the Rescue
5 FAQS ABOUT EXCEL'S TEMPLATE FEATURE

Here are 5 FAQs about Excel's template feature.


  • What are templates?

Templates are predesigned Excel sheets created to ease a user's work. They are usually designed for tasks that are performed repeatedly and in the same manner, such as maintaining employee attendance. Such tasks are performed by almost every organization every month and every day. Therefore, to ease users' work, Excel has a predesigned template for employee attendance trackers.


  • Why use Excel templates?

The main reason behind creating templates is to reduce the efforts implied in performing the tasks whose methodology remains the same, such as Loan amortization schedules, Employee attendance or leave tracker, Business contact lists, Student class schedules, etc. If you notice, there is a similarity in the examples mentioned above, i.e., throughout the world, someone or another maintains these data but has almost the same data fields to a certain extent. For example, in a business contact list, the numbers and names of the people might differ, but the method to record it remains more or less the same. Therefore, any person who wishes to record the contact can use the predefined Excel template without spending time creating a structure.


  • Where can you find them?

To use the predesigned Excel template, the steps are,

  • Go to File> Home section

  • Under the new section, select the option More template

  • Choose or search the template as per your requirements.

 Business, personal, planner, tracker, list, budgets, charts, and calendars are some of the most used Excel templates.


  • How to use templates in Excel?

To use the template in Excel, you must first find the best fit for your requirements. To do this, you have to look at several templates. Once you select a template, you must visit every sheet under it and deeply understand what you need to maintain it properly. To ease the task, you can create a checklist of your requirements and then tick out the ones available in the template; in this way, you can make sure what fields are to be added to the template.


  • How to create templates?

You often land in a situation where no template fits your requirements. In such a scenario, you can create a structured design to collect, store or maintain your data and then save it as a template for repeated usage. To save a file as a template, go to Save as > Give File a name and choose the Excel Template > OK format. Now, you have your custom template.

 

 

Excel is one of the most versatile spreadsheet software you will encounter. While you might be familiar with many functions and features, some might still need to be noticed. Explore as much as possible, and you'll get various features and tools to ease your tasks in Excel, just like the Excel template feature.

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