Unit 5 Spreadsheets 5.08 Templates

Introduction 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 At the end of this lesson, you will be able to: – Utilize spreadsheet features, including formulas, functions, sorting and filtering data, templates, charts, and graphs in creating, editing, and printing workbooks. (ACOS 6)

Lesson 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 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 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.5.08 Loan Instructions 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.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 Introduction to Spreadsheets Dropbox Number Format Dropbox Interest Schedule Dropbox Nielson’s Top Ten List Modern Day on First Charts Worksheet Dropbox Create Chart Dropbox Pie Chart Bar Chart Line Chart Reading Charts Dropbox Digital Use Dropbox Functions Dropbox AutoSum Dropbox Commission Dropbox Loan Dropbox Grade Averager Dropbox