Understanding Excel Files and Templates

Michael Alexander, Dick Kusleika, John Walkenbach · 2018

This chapter describes the operations that a user performs with workbook files: opening, saving, closing, and so on. It discusses how Excel uses files and provides an overview of the various types of files. When the user is working in Excel, their workbook is vulnerable to day-ruining events such as power failures and system crashes. Therefore, the user should save his/her work often. Normally, AutoRecover files are saved every ten minutes. When the user attempts to open a password-protected workbook, a password must be entered before the file is opened. The chapter then discusses some of the templates available from Microsoft, and it describes how to create user's own template files. Creating a template takes some time, but in the long run, doing so may save a lot of work. Excel 2019 gives user quick access to hundreds of template files. Creating a custom workbook template can eliminate repeating work.

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