1. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. a lesson approach Microsoft® Excel 2010 © 2011 The McGraw-Hill Companies, Inc. All rights reserved.

2. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. Use a sample template. 1 Create a user template. 2 Work with an online template. 3 Create a macro-enabled template. 4 Use workbook protection in a template. 5 2

3. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 3

4. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.  A template is a model workbook.  A template can include labels, values, formatting, range names, formulas, comments, and more.  A template is often used for routine, repetitive documents that have slight variation from day to day, week to week, or month to month.

5. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. Sample templates are professionally prepared templates placed in a Templates folder when Excel is installed.

6. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.  Click the File command tab.  Choose New.  Choose Sample templates.  Choose the preferred template.  Edit the new workbook as needed.

7. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. A workbook created from a sample template is initially named with the template name and a number as in ExpenseReport1. You can save it with another file name.

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9. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. A user template is one that you can create. Start with a sample template or a blank workbook.

10. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. After you have spent time editing a template, protect it from accidental or deliberate changes. Unlock cells that will require data entry by the user.

11. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. The Protect Sheet command is on the Review tab. You can allow several types of edits in the Protect Sheet dialog box.

12. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. Templates have the same properties as workbooks, including the thumbnail image and custom properties.

13. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. When you save an Excel template, it is automatically stored in a Templates folder. The name appears in the My templates group in Backstage view.

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15. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.  The online Microsoft Template Gallery includes many professionally prepared templates in several categories.  You can download a copy of any of these templates from Microsoft Office Online.  They download as regular workbooks that you can edit and save.  A copy of the template is saved in your My Templates folder, too.

16. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.

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18. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. A macro-enabled template has an xltm file name extension. Using macros in a template is no different from using them in a workbook.

19. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. Worksheet protection can be added with a password. This affects edits to the original template, not a workbook created from the template.

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21. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.  Workbook protection includes the structure and the windows.  Structure refers to inserting, deleting, moving, renaming, and hiding worksheets.  Windows refers to resizing, moving, and closing the windows.

22. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved. A template or a workbook with both worksheet and workbook protection results in a restricted work environment.

23. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.  A template is a model workbook.  Templates are stored in special folders and open as copies of the originals.  Excel includes sample templates that can be opened, edited, and saved.

24. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.  When you create a workbook from a template, the new workbook is named with the template name and a number.  Use the Save As command to save the template with an appropriate file name.  You can create a workbook from any template, edit it, and save it as your own template with a different name.

25. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.  The Locked property is a setting that controls whether or not a cell or object can be edited. This property works with the Protect Sheet command.  When you use worksheet protection, the user cannot edit or change cells or objects unless they have been unlocked.

26. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.  Microsoft Office Online maintains a gallery of professionally designed templates for each product in the Office suite including Excel.  You can record macros in a template. The workbook must be saved as a macro- enabled template.

27. a lesson approach © 2011 The McGraw-Hill Companies, Inc. All rights reserved.  An Excel template has an xltx file name extension.  A macro-enabled template has an xltm file name extension.  Workbook protection prevents the user from resizing or moving windows and from adding, deleting, or changing worksheets.  You can assign a password to a protected worksheet or workbook.