How to use templates in Microsoft Excel

Summary

This video introduces how Excel templates can help users manage everyday tasks like tracking blood pressure, organizing household chores, and monitoring finances. It explains how to access free and premium templates within Excel, showcasing features like automatic tracking and progress charts. The video highlights the ease of using pre-built templates, offering users a quick start without the need for complex formulas. Additionally, it emphasizes the benefits of Microsoft 365 subscription templates, such as Money in Excel, and encourages users to explore more templates for improved productivity.

Takeaways

• 😀 Excel spreadsheets help manage everyday tasks like household chores, meal planning, and personal finances.
• 😀 Building a spreadsheet from scratch can be time-consuming, but Excel provides templates to save time.
• 😀 An Excel template is a pre-built spreadsheet that can be customized to suit your needs.
• 😀 To access templates, go to 'File' and then 'New' within Excel.
• 😀 Excel offers a variety of free templates, including a 'Blood Pressure Tracker' to monitor health data.
• 😀 The 'Blood Pressure Tracker' template allows you to log blood pressure and heart rate readings.
• 😀 The chart in the 'Blood Pressure Tracker' template tracks progress, while the table highlights days with high readings.
• 😀 Templates like the 'Blood Pressure Tracker' help you stay organized for medical appointments.
• 😀 A Microsoft 365 subscription grants access to premium templates like 'Money in Excel' for managing finances.
• 😀 Excel also offers templates for organizing household chores and tracking tasks like dishwashing.
• 😀 Explore more templates in Excel by going to 'File' > 'New' or visiting templates.office.com.

Q & A

What is the main purpose of using Excel spreadsheets according to the script?

Excel spreadsheets help you complete everyday tasks and achieve goals, such as monitoring household chores, planning meals, or managing personal finances.

Why might creating spreadsheets from scratch be time-consuming?

Building spreadsheets from scratch requires starting from zero, which can take time to set up and customize for specific needs.

What is an Excel template?

An Excel template is a pre-built spreadsheet that you can customize, saving you the time of building one from scratch.

How can using an Excel template be beneficial for users?

Using an Excel template helps you complete tasks quickly and efficiently, while also offering tips that can improve your Excel skills.

How do you access Excel templates?

To access Excel templates, go to 'File' and then 'New', where you will find various suggested templates to choose from.

How does the 'Blood Pressure Tracker' template work?

The 'Blood Pressure Tracker' template allows you to enter your blood pressure and heart rate readings. It also provides a chart to track progress and highlights days with high pressure in red.

What feature of the 'Blood Pressure Tracker' template helps users monitor their health?

The 'Blood Pressure Tracker' template highlights in red the days when your blood pressure is too high, which can help you stay on track for your doctor's visit.

Can users find templates beyond the 'Blood Pressure Tracker' template?

Yes, there are many other free templates available, such as those for monitoring class attendance or managing household chores.

What is the advantage of a Microsoft 365 subscription for Excel users?

A Microsoft 365 subscription provides access to premium templates, such as 'Money in Excel', which helps users import, sync, and analyze financial data.

Where can users discover more helpful Excel templates?

Users can find more helpful templates by going to 'File' and then 'New', or by visiting templates.office.com.