During the normal course of your busy workday, you may be required to develop a workplace Excel spreadsheet/workbook - with little time or resources to create from scratch. After asking your colleagues, you determine that there is no corporate standard for the document you need immediately. You can open Microsoft Excel, stare at the blank workbook and brainstorm on how to begin. Why not take an efficient approach and find free templates? Microsoft Excel is used worldwide by a variety of businesses, organizations and educational institutions. As a result, there is a treasure trove of Excel templates that have been submitted by workers around the world to Microsoft. These submissions, once accepted, are included in the Microsoft's online template database. These are generally available for use by existing Microsoft customers, and can be customized for your organization's style preferences.
Search online (Google, Bing, etc.) using the keyword "Microsoft Office templates." The resulting list should contain the desired link near or at the top of the list. Look for an entry entitled "Templates – Microsoft Office Online"…or…Type the website address http://office.microsoft.com/en-us/templates/default.aspx into your browser's address bar.
From the Microsoft Office Online page, you should see several tabs near the top, with the "Templates" tab prominently displayed. Nearby, there should be a Template Search box. Navigate to this area using your mouse or keyboard keys (arrow or TAB).
Type the keyword for the desired form or template you need and click the Search button. For example: if you need to create a template to generate the budget for the quarterly department budget planning session, you may wish to use the keyword "budget Excel." On a recent search, these keywords resulted in more than 25+ templates
Scroll through the list, reviewing the image thumbnail, as well as the detailed description of the form Excel spreadsheet/workbooks. Pay special attention to the "Version" of the form to ensure that it is the same or compatible with your installed version of Microsoft Excel.
Although the Download and Rating information is valuable, the format, style and ease of use are important factors for you to consider when selecting the template.
Click the desired Microsoft Excel thumbnail or template link to display.
After reviewing the detailed information, click the "download" button.
You may be prompted to save the resulting spreadsheet. Click the SAVE button.
The template will display on your PC momentarily, but with an Excel spreadsheet/workbook name "FileName#" (where # is the next document number 1, 2, or 3, etc).
Rename the form document using the "SAVE AS" functions of your Microsoft Excel software. If you're using Microsoft 2003 or earlier, select the FILE menu, and choose the"SAVE AS" option. If you're using Microsoft 2007 or later, select the Microsoft Office Button, and choose the "SAVE AS" option. Customize the new spreadsheet/workbook to fit your needs, including headers and footers, adding corporate logos, standardizing margins and fonts, etc.
Considerations: IT Organization may prevent downloads to your workplace computer or laptop as a security measure. Should this be the case, please contact your appropriate management or IT Help Desk for further assistance.