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  • Creating and Opening Workbooks

Excel 2013

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Creating and Opening Workbooks

Using templates

A template is a predesigned spreadsheet you can use to create a new workbook quickly. Templates often include custom formatting and predefined formulas, so they can save you a lot of time and effort when starting a new project.

To create a new workbook from a template:

  1. Click the File tab to access Backstage view.
    Screenshot of Excel 2013Navigating to Backstage view
  2. Select New. Several templates will appear below the Blank workbook option.
  3. Select a template to review it.
    Screenshot of Excel 2013Selecting a template
  4. A preview of the template will appear, along with additional information on how the template can be used.
  5. Click Create to use the selected template.
    Screenshot of Excel 2013Creating a new workbook with a template
  6. A new workbook will appear with the selected template.

You can also browse templates by category or use the search bar to find something more specific.

Screenshot of Excel 2013Searching for a template

It's important to note that not all templates are created by Microsoft. Many are created by third-party providers and even individual users, so some templates may work better than others.

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