Chapter 6: Understanding Excel Files and Templates
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When you click the Create button, Excel downloads the template and then creates a new
workbook based on that template.What you do next depends on the template. Every template is different, but most are self-
explanatory. Some workbooks require customization. Just replace the generic information
with your own information.It’s important to understand that you’re not working with the template file. Instead, you’re working with a workbook
that was created from the template file. If you make any changes, you’re not changing the template—you’re chang-
ing the workbook that’s based on the template. After you download a template from Microsoft Office Online, that
template is saved for future use. (You won’t have to download it again.) Downloaded templates appear as thumb-
nails when you choose File ➪ New.
Figure 6.5 shows a workbook created from a template. This workbook needs to be custom-
ized in several areas. But if this template will be used again, it’s more efficient to customize
the template rather than every workbook created from the template.FIGURE 6.5
A workbook created from a template