Microsoft Office Excel 2010: Intermediate

Master working with multiple workbooks and linking worksheets with 3D formulas across files. Create organized workspaces to manage and link entire workbooks.

Learn to use multiple workbooks in Microsoft Office Excel 2010. Enhance your ability to work with multiple workbooks at an intermediate level.

Learn to switch between multiple workbooks in Excel 2010 by using the taskbar jump list or the View tab's switch windows option.

Learn to switch between open workbooks in Excel by opening two files, using the View menu's Switch Windows option, and saving the active workbook as yearly sales.

Move or copy worksheets between workbooks with the move or copy sheet option; choose the target workbook and position, and note formulas or charts may misbehave.

Copy a worksheet to another workbook in Excel 2010 using move or copy sheet, select 'my yearly sales' and create a copy at the end with product details.

Learn to link worksheets with 3-D formulas and create three-dimensional references across worksheets in Excel workbooks.

Insert a 3-d reference by shift-selecting the first and last worksheets, then selecting the target cell; this adds the worksheet name and an exclamation point to the reference.

Create 3-D formulas to sum B5 across multiple sheets (north, south east, west). Copy the formula to E5 and down using relative references, then save the worksheet.

Learn to monitor updates across linked worksheets with the Excel watch window; select a cell, go to formulas, formula auditing, and watch window to view changes without switching sheets.

Open the watch window in Excel 2010 by adding a watch for cell B5, then observe updates in the report sheet as changes occur on other sheets.

Link workbooks together in Excel 2010 using a formula to reference data across files and enable cross-workbook data updates.

Explore external links in Microsoft Office Excel 2010: intermediate with a live demo, showing how cell C6 references another workbook and updates when both files are open.

Learn to link multiple workbooks with external references by writing a formula that points to a cell range or name in another workbook, using the syntax [workbook]worksheet!cell, as in [sales]north!B25.

Create external links between workbooks by entering a formula in the destination file, activating the source workbook, and selecting the referenced cell so the value appears in the destination cell.

Demonstrates creating external links in a worksheet by building external references to another workbook, using the equal sign, switching files, and selecting cell 15 in multiple regions (north, south, east).

Redirect external workbook links from the data tab, in the connections group, by selecting the source workbook and clicking edit links, then change source to the renamed file, updating formulas.

Demonstrates editing external links in Excel 2010, using Edit Links on the Data tab to update renamed workbooks and fix broken references so formulas point to the correct file.

Learn to manage multiple workbooks by creating a workspace in Microsoft Office Excel 2010, enabling streamlined handling of related files.

Open the workbooks, arrange them as a coordinated tiled group, then save the workspace with a name and location so all files reopen in the same layout.

learn to create and save a workspace to view multiple excel files at once. arrange windows vertically, switch between workbooks, and reopen saved workspaces to restore three-file layouts.

Learn to link worksheets across multiple workbooks using 3-D formulas and write formulas across files, then manage workbooks by creating workspaces.

Explore advanced formatting in Excel 2010, applying number formats for zip codes and phone numbers, using text functions to uppercase, and managing styles, themes, merging cells, and transposing data labels.

Master intermediate Excel 2010 techniques by applying special number formats to format zip codes and phone numbers.

Format numbers in Excel 2010 using the format cells dialog box, number tab, and the special category to apply zip codes, phone numbers, and Social Security formats.

Apply special number formats in Excel to fix zip codes and format phone numbers. See how custom formats display as 5-digit zip codes and format phones without altering underlying data.

Hide zero values in Excel 2010 by clicking file tab, choosing options, going to advanced, scrolling down, and clearing the 'show zero in cells that have a zero value' option.

Learn to hide or show zero values in Excel 2010 by adjusting the advanced display options, revealing blank cells instead of zeros in the workbook.

Create custom number formats in Excel by specifying positive, negative, zero, and text appearances through the Format Cells dialog, selecting Custom in the Type box and entering a format code.

Apply custom number formats in Excel 2010 using the Format Cells dialog. Use the number tab and custom category to create patterns, with red negatives, thousands separators, and two decimals.

Learn to create custom number formats in Excel using the format cells dialog box and the Custom category, controlling positives, negatives, zeros, and including literal text like 'E P L:'.

Learn to format text in Excel using functions, including upper case and proper case, within this topic.

Discover three text functions in Excel: upper, lower, and proper case, and learn to convert a cell's text to uppercase, lowercase, or capitalized words using a simple cell reference.

Explore using Excel 2010 text functions proper, upper, and lower to convert names and sizes, copy formulas down, and paste values to clean and standardize data.

Master the substitute function in Excel to replace characters, using the syntax text, old_text, new_text, and instance_num, with a practical example replacing lowercase a with uppercase A.

Explore how to use the substitute function in Excel 2010 to capitalize the second letter in names like MacArthur and MacGregor, demonstrating precise text replacements.

Explore working with styles to apply changes across a broad spectrum of cells in Excel 2010, enabling efficient formatting across worksheets.

Explore the cell styles gallery, where a style groups formats. A style defines blue fill with white text, font, and size, and custom styles appear for future use.

Format a cell with bold, italic, yellow background and blue foreground, then name the style in the style dialog and save it to the gallery for future use.

Learn to create and apply custom cell styles in Excel 2010 using the style gallery, including a company style, a negative number style, and a title style, across the workbook.

Modify an existing cell style in the cell styles gallery to update bold, italic, or yellow background formatting across the worksheet.

Modify the negative number style in the styles gallery, reduce its decimal places from seven to one, and apply the updated style to cells for immediate changes.

Learn to work with themes, prebuilt color schemes, in Excel 2010, to understand how these options shape workbook design.

Apply theme colors to use harmonious, pre-built color schemes that adapt across the worksheet, and switch themes to adjust hues without tackiness.

switch to a different theme in Excel, apply heading 1 styles, experiment with fill colors, and observe that theme colors update while standard colors stay fixed across sheets.

Create custom theme colors in Excel by using the theme dialog box, selecting colors for each component, naming the theme, and saving it to the theme gallery alongside built-in options.

Master advanced formatting in Excel 2010, including transposing data and merging cells, to organize and present data more clearly for intermediate users.

Learn to merge cells—merge and center, merge across, or merge themselves—to create a single reference for titles, notes, and headings, while avoiding merges in data blocks due to formula issues.

Wrap text in a cell to display long content on multiple lines, keeping the width fixed while row height expands to fit the data.

Learn to merge cells, center data, and rotate text to change the orientation of cell contents across a range in Excel 2010.

Demonstrates merging cells in a sales report using the Home tab's merge and center. Shows inserting a column before column A and saving as a new report.

Rotate text up in a merged cell range from A5 to A17 using the alignment options, then center and bold the orientation for emphasis.

Demonstrates splitting cells, merging a range from a3 to e3, and extending a merged area in a sales report workbook, then applying consistent formatting and entering the title TIENEN Rawls.

Copy the selected range and use paste special transpose to switch rows and columns, preserving data and positions.

Learn to transpose data during paste in Excel by using paste special's transpose option to flip rows and columns, then adjust column widths to align names and quarters.

Learn how to use paste special in Excel to add values: copy a range, right-click, choose paste special, select add in the operations area, and apply to update the numbers.

Learn how to use paste special to add two value ranges in Excel, producing a static snapshot that won't update when sources change and requires no formulas.

Learn to add backgrounds in Excel 2010 by inserting a picture from your computer, creating patterns, watermarks, or logos using the page layout tab and background option.

Add and delete backgrounds in Excel 2010, apply yellow and green fills to cell ranges, and observe that background images do not print while fills do.

Learn how to create a watermark in Excel by inserting an image in the header or footer, placing it behind the sheet so it prints and behaves like a watermark.

Insert a watermark from the header in the right section using the insert tab, header and footer; choose the confidential image and insert to preview how it appears when printing.

Apply special number formats for zip codes and phone numbers and create text functions to uppercase data. Utilize styles, themes, and advanced techniques like merging cells and transposing data labels.

Master outlining and consolidating data in Excel to analyze large data sets in unique ways, and learn to create subtotals that automate formula writing within related data sets.

Outline and consolidate data in Excel 2010 intermediate to improve data organization and readability overall.

Create an outline in Excel to group data by levels, then expand or collapse using row level symbols and column level symbols, plus signs, with up to eight levels.

Explore the collapsed outline in Excel 2010, where data is summarized at the highest level and can be expanded or collapsed using plus signs and level buttons.

Select the data with shift-control-end, then apply outline from the data tab to create collapsible levels, letting you collapse or expand regions for totals or detailed data.

Create a custom view from the view tab in the workbook, name it, and save; switch between views to prepare different elements for meetings and keep the meeting smooth.

Switch between custom views by opening the custom views dialog box, selecting a view, and clicking show to render its arrangements, attributes, and properties on screen.

Create and manage custom views in Excel to save named layouts with hidden rows, columns, and print settings. Switch between views for on-screen presentations and group seminars to focus data.

Learn how to consolidate data in Excel 2010 by using the consolidate dialog box, ensuring identical ranges across sheets and selecting top-row and left-column labels for accurate aggregation.

Consolidate data across four regional sheets by summing north, south, east, and west into consolidating data tab, using labels in top row and left column with links to source data.

Learn to create subtotals in Microsoft Office Excel 2010, Topic B, focusing on creating subtotals.

Explore how to use the subtotal dialog box to summarize data across regions, choosing functions such as sum, average, min, and max at each region change.

Learn to create subtotals in a list using Excel's subtotal tool; sum prior year and current year totals at each region change and use collapsible outlines to see the total.

Use multiple subtotal functions in Excel to add max and min values at region changes without replacing subtotals, revealing top sellers like bay leaf herb.

Outline and consolidate data to analyze large sets of related data. Create subtotals to automate writing certain summary formulas within related data.

Create and use named ranges to navigate to ranges and simplify formula references. Learn to manage named ranges, apply them to existing formulas, and use them in a 3d formula.

Learn to create and use range names in Excel 2010, an intermediate skill that improves formula clarity and data management.

Define a range name by selecting cells and typing a friendly name in the name box, then use the dropdown to navigate and apply that name in formulas.

Demonstrate naming and selecting ranges in a multi-sheet workbook, create named ranges by typing in the name box, and quickly navigate to them from the name box.

Learn how to use named ranges in formulas by referencing a defined name, either via the use in formula option or via auto complete with arrow or tab selection.

Demonstrate using named ranges in formulas to total sales for Bloom, Hanson, and Smith. Use defined names or the use in formula drop-down to create readable, time-saving sums.

Learn how to create named ranges from selection in Excel using the create from selection feature, which automatically names ranges to the right from labels on the left, saving time.

Demonstrate using Create from selection to name ranges in Excel by selecting ranges with left or top labels, then naming values via the name box.

Learn to replace hard-coded cell references with named ranges by applying existing defined names to formulas, ensuring bloom and other names update all references across the worksheet.

Apply names to existing formulas using define name box, turning cell references into named ranges like quarter1, and use auto sum with names while copying preserves the named range references.

Master managing range names in Excel 2010, exploring techniques to organize, define, and apply named ranges within your worksheets.

Explore the name manager dialog box to view, edit, delete, and create range names in a workbook, linking each name to its cell reference.

Modify and delete existing named ranges using the Name Manager; edit the range Blome from A5:35 to A5:E5, then confirm the updated sum in B31.

Learn to create 3-D names in Excel by defining a range across multiple worksheets with the name manager; specify start and end sheets via shift-click and reference f10.

Define a three-dimensional range name across multiple sheets with the name manager, creating regional_totus to refer to f10 on east and west, then use it in a sum.

Create and use range names in Excel to navigate to ranges and understand formula references, and learn various ways to manage those range names.

Sort and filter data efficiently with advanced filtering, custom criteria ranges, and table features that apply automatic formatting and filtering to large data sets.

Sort and filter data in Excel 2010 to organize your worksheets and improve data visibility.

Organize data in spreadsheets by defining fields as column headings and records as rows; align field labels at the top and avoid spaces between labels and data.

Learn to sort data by selecting any cell in the target column and using the Data tab's sort and filter group to sort ascending or descending.

Learn to sort data by multiple columns in Excel 2010 by adding levels, choosing sort columns, and setting ascending or descending orders to group by last name then first name.

Sort the employee list by employee code using the A to Z button. Learn to sort on multiple columns by region and department with ascending order.

Learn to filter data in Excel by applying a criteria such as total sales greater than 4000, using the data tab and auto filter to display only matching rows.

Learn to sort and filter by color in Excel 2010, using color choices in a column to isolate records, often paired with conditional formatting to reveal patterns.

Filter data with the auto filter feature by turning on dropdowns at column headers, then narrow results by department and region and clear filters to view all records again.

Explore advanced filtering in Excel by creating your own criteria ranges and using an advanced filter tool.

Utilize the custom auto filter dialog box to apply multiple criteria in Excel, filtering rows where department equals sales or department equals marketing, using or and and comparison operators.

Apply custom auto filter criteria in Excel to show records where department equals sales or marketing. The demo reveals 14 of 40 records and how to clear the filter.

Create and use a custom criteria range in Excel 2010 to filter your data by labeling criteria, highlighting the range, and applying Advanced from the Data tab.

demonstrates using the advanced filter dialog box in Excel to create a criteria range for East region and earnings greater than 100,000, and copy the results to another location.

Copy the filtered data by using the advanced filter to extract a subset to a new location, specifying the list range, criteria range, and destination.

Explore working with tables in Excel 2010 at an intermediate level, focusing on practical use of tables in spreadsheets.

Select your data range and tell Excel to treat it as a table using the Home tab, Insert tab, or Ctrl+T, turning your data into an official table.

Explore the design tab of table tools to adjust options, enable a totals row, apply themes, export and refresh external data, and identify duplicates to ensure readable, well-styled data.

Discover how adding to a table automatically expands the table in Excel when you enter adjacent data, and learn to stop adding new cells by adjusting auto correct options.

Create a table from a data range in a workbook by selecting a cell, using insert table, and confirming headers to create your first table in the product list file.

Format a table using the table tools and the style options group to toggle header rows, banded rows, and a total row, enabling quick formatting.

Learn how to add and delete rows and columns in an Excel table, preserve formatting, and use undo and auto-expanding features to manage table data efficiently.

Explore structured references in Excel formulas, using table names or column headings with square brackets and the at symbol to reference unit price, quantity, and stock.

Demonstrate using structured references within a defined Excel table to multiply unit price by quantity in stock, then watch the column auto-fill without manual copying.

Rename default tables to meaningful names so formulas reference those names and automatically update when names change.

Learn how the at symbol enables per-row structured references in Excel 2010 formulas, using table column names and the auto sum button to reference a single row.

Master sorting and filtering data with order and criteria adjustments, and apply advanced techniques like custom auto filters, criteria ranges, and automatic formatting to tables and data ranges.

Save workbooks as web pages to view data in a browser, insert hyperlinks to pages or files, and share workbooks by emailing or saving to a SharePoint site.

Learn how to save Excel workbooks as web pages, converting spreadsheets into accessible web formats.

Customize the quick access toolbar by selecting the desired command in file options, add it, and click okay to streamline saving a file as a web page.

Save a workbook as a web page by using the save as dialog, choose a location, and export it as a page that can be viewed in any web browser.

Save a workbook as a web page from the save as dialog, choosing web page in the type list, confirm compatibility, and view the result in a browser without Excel.

Publish a web page by saving as web page, choosing publish, selecting the portion to publish, and clicking publish; each republish pushes your latest changes.

Publish a portion of your worksheet as a web page by choosing items to publish and naming the file, then enable auto publish and open in browser to view results.

Learn how to create hyperlinks in Topic B, as part of Microsoft Office Excel 2010 intermediate. Focus on the fundamental technique of adding hyperlinks.

Insert a hyperlink in a cell via the insert tab and links group, set the display text and target, creating a universal resource locator to a file or web page.

Demonstrates inserting a hyperlink in Excel, linking to a file or web site, with hover path tips and guidance to store targets in a central location or public web site.

Select the cell containing the hyperlink, right-click and choose edit hyperlink to modify the link or reference, then click ok to complete, and use arrow keys to edit without activating.

Modify and delete hyperlinks in Excel 2010 by using arrow keys or right-click options to edit the display text, remove the link while keeping the text, or open the link.

Learn how to share workbooks in Excel 2010. Explore practical steps for sharing workbooks at an intermediate level.

Choose how to share an Excel page by using file save options, including sending by e-mail, saving to the web, or saving to a SharePoint site.

Examine workbook sharing options in Excel and demonstrate methods to share: via e-mail, save to the web with SharePoint, or send as an attachment from the File menu.

Explore save and send options in Excel 2010, including emailing attachments, saving to the web via a protocol, and choosing file types to preserve fonts, formatting, and images.

Share your workbook by email using Excel's save and send feature, specifying the email address and sending as attachment.

Save your workbook as a web page to view data in a browser, add hyperlinks to pages or files, and share workbooks by emailing or saving to a SharePoint site.

Learn chart formatting options such as changing scales and data point formats, build combination charts with two data types on one chart, and add graphical elements like drawings and pictures.

Explore chart formatting options in Excel 2010, topic a, and learn how to customize charts to improve clarity and visual appeal.

Format chart axes in Excel using the format axis options to adjust scale, set minimum and maximum values, and control major and minor tick marks.

Adjust the scale of a chart in Excel 2010 by setting the primary vertical axis maximum to 10000 and major unit to 2000, ensuring the chart never exceeds 10000.

Select a data point in your chart, go to the layout tab, choose data labels, adjust options, and close to display the label.

In this demo, format a data point in a pie chart by showing outside percentages with zero decimals, rotating the cinnamon slice, and applying a bevel plus explode effect.

Explore the concept of combination charts in Microsoft Office Excel 2010 at an intermediate level within this topic.

Combine two chart types into one to create a single visualization. Select the chart, open the format tab, choose change chart type under design, and click OK.

Add a secondary axis to a combination chart by selecting the chart, opening the Format tab, choosing the data series, clicking Format selection, and selecting secondary axis before closing.

Open the profit trends file, save as profit trends, then create a combination chart by formatting the profit series, adding a secondary axis, and setting it to a line.

Learn to add a trendline to a chart by selecting the data series, opening the layout tab, and choosing a trendline from the analysis group with various styles.

Create a trend line in Excel by selecting the chart, opening chart tools, choosing layout, and picking a linear trend line from the analysis dropdown.

Insert sparklines in Excel 2010 to visualize patterns or trends in your data, using line, column, or win loss types, by selecting data, choosing a location, and clicking OK.

Insert sparklines in a worksheet and view them inside the cell next to your data, then use the sparkline tools design options to apply and switch styles easily.

Insert spark lines in Excel 2010 intermediate demo: choose the spark line type from the Insert tab, set the data range and location range, and apply styles and data labels.

Download a chart template from Microsoft online templates with internet access and proper IT permissions, then edit its style, shading, colors, and data to fit your corporate identity.

Learn to add graphical elements in Excel 2010, including drawing objects and pictures in this intermediate course.

Add shapes to charts by selecting the chart, opening the insert tab, and choosing from the shapes gallery to drag and draw within the chart.

Enhance a chart by adding text boxes and shapes, resizing and moving elements, and applying formatting to highlight key data points such as sales hike.

Format graphical elements in Excel 2010 by double-clicking the graphic to open the formatting box, then use the format tab's shape styles to choose fill, outline, and effects.

Demo shows how to format a graphical element by adding an arrow and a text box, then using the format ribbon to apply shape effects, shadows, and a purple arrow.

Learn to insert a picture from a file into an Excel 2010 worksheet by selecting a destination cell and using the insert tab illustrations picture option.

Insert a picture from the insert menu to add visual interest in an Excel worksheet. Move the graphic and anchor its upper-left corner, noting it isn’t tied to a cell.

Use the adjustment group to remove backgrounds from high-contrast images with a dark object on a light background, and apply color and artistic effects while managing compression and resizing.

Crop the picture with the crop tool to reveal portions, adjust brightness and contrast cautiously, apply a color tone, and resize and place it to fit the page.

Master chart formatting options in Excel, including changing scale, formatting data points, and creating combination charts to display two data types on one chart with drawing objects.

Learn auditing features to trace errors in your workbook, add comments in cells and workbooks, and password-protect your files. Enable workgroup collaboration to share and track changes.

Explore auditing features in Microsoft Office Excel 2010 at the intermediate level in topic a.

Explore how Excel traces referenced cells in formulas and distinguishes precedent cells, which provide data to a specific cell, from dependent cells that rely on another cell's value.

Learn to trace precedent and dependent cells, see arrows showing which cells feed a formula, view error sources, and remove arrows when done.

Select the cell with the error and use the formula auditing group's error checking button drop-down to choose trace error, enabling you to trace errors in the worksheet.

Trace errors with error checking tool in the formula auditing group to identify the invalid value root cause when B12 is empty, then enter a value and hide tracer arrows.

Learn to add comments in cells and workbooks in Excel 2010. Master the basics of inserting and managing comments to clarify data in spreadsheets.

Learn to view and manage comments in Excel by adding a comment to a cell, recognize the comment indicator, and show all comments from the review tab.

View worksheet comments in Excel 2010 by hovering over red triangles to see notes on price changes, sales, and competition impact.

Select the target cell, open the review tab, click new comment, and type your text to add cell comments in Excel 2010 intermediate.

Add a comment to cell e9 from the Review tab, then edit or delete it. Adjust Excel display options to show indicators only or comments on hover.

Add comments to a workbook using the document panel via the file tab, info, and show document panel; enter descriptive information, close, and display a screen tip with workbook properties.

Explore various ways to protect your workbook in Excel 2010. Learn practical protection methods to safeguard workbook content and structure.

Enable password protection on a worksheet to prevent unauthorized modifications; access the review tab, choose protect sheet, set options, enter a password, and confirm.

Protect a worksheet with a password using the review tab, then unprotect with the correct password to allow edits in cell B11 in Excel 2010.

Protect parts of a worksheet by selecting a range, unlocking those cells in the format cells protection tab, and then protecting the sheet so the rest stays locked.

Unlock the cells in the range B7 through B13 by unchecking locked, then protect the sheet to restrict edits to those unlocked cells.

Protect the workbook structure to prevent others from moving, deleting, or renaming elements, while preserving window size and positions for easy analysis by end users.

Learn how to protect the workbook structure in Excel 2010 from the view tab by applying optional password protection, preventing unhiding of hidden sheets, and safeguarding reports.

Use a digital signature as an electronic security stamp to protect your workbook during transmission. Save the workbook, open file info, and add a digital signature.

Explore workgroup collaboration features in Excel 2010 to share a workbook with coworkers and collaborate on edits.

Learn to share a workbook with coworkers by using the review tab, enabling multi-user editing, and saving the workbook for simultaneous access.

Learn how to share an Excel 2010 workbook by enabling multi-user edits and merging, viewing who has the file open, and saving as a shared workbook.

Explore the advanced tab for sharing workbooks, control when updates appear, set auto-refresh intervals, merge copies into one workbook, and manage tracking and conflicting changes.

Track changes in Excel 2010 intermediate by using the Review tab, choosing highlight changes, and clicking OK to record who changed what when, with original and new values.

Use the Review tab to track changes, then accept or reject edits and save, and view changes by when they were made using a selected time period.

Track changes in a shared workbook with highlight criteria on the review tab; see who changed what and when, view old versus new values, and accept or reject edits.

Use the document inspector to locate and remove hidden or personal workbook information before sharing via email, print, or web, by accessing the file tab and selecting inspect document.

Mark a workbook as final to create a read only file and prevent any further modifications after you remove personal data and finalize formatting and data.

Mark an Excel 2010 workbook as final to lock it as read-only, discourage edits, and communicate a final version via the Info tab and status bar.

Explore auditing features in Excel 2010, trace errors, add comments in cells and workbooks, protect worksheets or workbooks with passwords, and share files with coworkers while tracking changes.

Customize Excel settings to tailor startup and operation to your needs, and explore built-in templates or create and manage your own custom templates.

Explore Microsoft Excel 2010 intermediate topic a, focusing on Microsoft Excel's application settings and how to manage and customize them.

Adjust the Excel options dialog box to customize default features and set your preferred environment, such as increasing the font size from 11 to 16 on the General tab.

Customize Excel 2010 settings from the file options, including login name, user name tagging, auto recover location, default save format, and general custom lists for autofill.

Explore how to customize the ribbon in Excel through the Excel options dialog box, add frequently used features, and configure ribbon tabs by name, location, and activation.

Customize the ribbon by adding a new tab and group, renaming items, and placing macros, attachments, or pivot tables. Hide or remove custom ribbons, while built-ins stay protected.

Discuss the built-in templates that come with Microsoft Excel. Examine these built-in templates within Excel in this topic.

Define templates as excel files with predefined areas, contrast them with the blank workbook, and learn to create files from templates on office.com, including agendas, budgets, calendars, and expense reports.

Open Excel, click the file tab, and choose new in templates list; then navigate to invoices and open the sales invoice with stock number template by double-clicking or clicking create.

Download and customize an invoice template from office.com, replace placeholders with your data, and save the personalized invoice with company details and line items.

Learn to create and manage your own templates in Excel 2010. Use templates to standardize formats and streamline workbook workflows.

Create a custom Excel template by saving a workbook as an Excel template. Use this template to base future files with your own forms and formats.

Save a workbook as an Excel template, then create a brand-new document from that template via file new and save copies with different names.

Modify a template anytime by opening the template file, specifying its location and name, making changes, and saving the modified template.

Modify the sample test template by copying data between sheets in Excel, save and close, then create a new workbook from the updated template to see the changes.

Set a custom template location in Excel by entering the path to your template folder in the at startup option under advanced in Excel options, then click okay.

Adjust Excel's application settings to tailor its start and stop behavior. Explore built-in templates and learn to create and manage your own custom templates.