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How to plan a workbook in Excel 2007
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Planning a Workbook
Critical Questions to ask Do I have one? Does anyone in the office have one? Does Excel have one? Does the Internet have one? Am I going to use it again? ( Do I want to have
one next time??)
Open or Create a workbook
Document your work!
File New .. Templates – using theirs
File New .. Templates – Making Yours
Templates
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Creating a Custom Workbook Template A custom template is a workbook template
you create that is ready to run with the formulas for all calculations included as well as all formatting
Prepare the workbook: enter values, text, and formulas as needed; apply formatting; and replace data values with zeros or blank cells
Click the Office Button, and then click Save As
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Creating a Custom Workbook Template In the File name box, enter the template name Click the Save as type button, and then click
Excel Template Save the file in the Templates folder or select
an alternative folder location Click the Save button
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Creating a Custom Workbook Template
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Find and replace to make fast changes
Printing the Workbook You can print the contents of your
workbook by using the Print command on the Office Button
The Print command provides three options: You can open the Print dialog box from which you
can specify the printer settings, including which printer to use, which worksheets to include in the printout, and the number of copies to print
You can perform a Quick Print using the print options currently set in the Print dialog box
Finally, you can preview the workbook before you send it to the printer
Viewing and Printing Worksheet Formulas You can view the formulas in a workbook by
switching to formula view, a view of the workbook contents that displays formulas instead of the resulting values
To change the worksheet to formula view, press the Ctrl+` keys
Scaling a printout reduces the width and the height of the printout to fit the number of pages you specify by shrinking the text size as needed