Intermediate
60 mins
Teacher/Student led
+65 XP

Default Templates: What's Available

Explore the default template gallery on your class suite (Excel for the web or Google Sheets) to discover pre-built spreadsheet layouts. Learn when templates save time and when a blank sheet is preferable. Shortlist two templates that could give your Something Real sheet a ready-made structure for Module 3.

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    1 - Introduction ~5 mins

    Welcome

    You already named a real spreadsheet problem for your Something Real project. Today you look at ready-made starting points: the default template gallery in Excel for the web or Google Sheets (whichever suite your school uses). A good template can save hours; a bad fit wastes them. You will learn how to browse the gallery, open a few starters safely, and spot which two could give your Module 3 sheet a sensible starting layout.

    Have this ready: open the spreadsheet problem statement you wrote earlier in this module (or the note your teacher gives you). You will match templates to that problem today.

    By the end of this lesson, you will be able to:

    • Tour the default template gallery on your class suite (Excel for the web or Google Sheets)
    • Decide when to use a template versus a blank sheet
    • Identify two templates that could give your Something Real sheet a ready-made structure

    Warm-up

    Think of one document or sheet you have built from scratch this year. Would a ready-made layout have helped, or would it have forced you into the wrong shape? Keep that answer in mind as you browse.

    2 - Key Concepts ~6 mins

    Key point

    Templates are pre-built spreadsheet layouts with headings, sample data, and often formulas already in place. Use them when the structure matches your problem; start blank when your layout is unusual or the template fights you.

    ConceptWhy it mattersExample
    Spreadsheet template — a ready-made workbook with layout, sample rows, and often built-in formulasYou skip reinventing columns and formulas when the structure already fits your problemA monthly budget template for a side hustle selling custom stickers at a local market
    Template gallery — the library of starter workbooks inside Excel for the web or Google SheetsYou can compare options quickly before committing time to building from blankBudget, invoice, schedule, expense report, project tracker, and inventory starters
    When a template helps — the columns, sheets, and formulas match the question you need to answerYou keep energy for real project data instead of layout choresA project tracker template for Work Experience hours and weekly tasks
    When blank is better — your data shape is unusual, or the template's extra sheets and sample text get in the wayFighting a wrong template costs more time than building a simple sheet yourselfA GAA club needs one custom match-stats layout that no gallery template matches
    Read before you edit — when you browse any gallery starter, scroll every sheet and check formula cells before changing numbersBuilt-in formulas break easily if you delete the wrong row or overwrite a formula cell with plain text

    Worked example: two sensible picks

    Worked example

    Aoife's Something Real is a small enterprise pitch for handmade candles. Her problem statement asks whether she breaks even at 40 units. In the gallery she shortlists as follows:

    • Template 1: Budget (costs, income, totals) — could hold unit costs and sales income for the break-even question.
    • Template 2: Project tracker (tasks and dates) — could plan production steps and market days.
    • Rejected: Invoice — she is not billing customers yet, so the layout does not match her problem.

    Her notes name each template, one sentence on what it is for, and one sentence on how it could answer her break-even question.

    3 - Step-by-step Task ~15 mins

    Follow your teacher's demo on the classroom screen, then on your own school account (one suite only):

    1. Open the template gallery on your class suite.
    2. Open a budget template and a tracker template (schedule is optional if you finish early).
    3. Read sheet tabs and formula cells only. No typing in sample data.
    4. Jot the exact gallery names and one short observation for each.
    Class rule

    Class rule for this slot: browse and note only.

    4 - Common Issues ~4 mins

    Common Issues

    IssueSolution
    I cannot find a Budget or Tracker templateSchool accounts sometimes show a shorter gallery. Search for words like budget, expense, schedule, planner, tracker, or inventory, or open the closest match and note how you would adapt it.
    I edited the sample data and now I am worried I ruined the templateOpening a gallery starter creates a normal cloud file in your OneDrive or Drive. It is not a single shared class file. Leave the sample alone for browsing, then close the tab. Delete the sample or rename it {{code:template_browse_only}} later so it is not mixed with project work. Do not treat today's browse file as finished portfolio work.
    The template has formulas I do not understandClick the result cell and read the formula bar. If you see {{code:SUM}}, {{code:AVERAGE}}, or similar, leave those cells alone for now. You only need to notice that formulas exist; you will shape a chosen structure in a later lesson.
    Excel for the web and Google Sheets show different template namesThat is normal. Match by purpose (money plan, timetable, task list), not by identical titles. Your notes should use the exact name your gallery shows.

    5 - Independent Practice ~20 mins

    Independent Practice

    Your goal: Shortlist two real gallery templates that could give your Something Real sheet a ready-made structure, so Module 3 work starts from a sensible layout instead of a random blank grid.
    Time: ~20 minutes
    Task: Follow these steps in order. Your teacher will model the folder, the notes file, and one sample scaffold row on the classroom screen before you start. Today's core job is the written shortlist — not screenshots.

    1. Open your cloud storage and go to {{code:Project_Portfolio}} → {{code:09_specialism/sm3/}}. If you do not see {{code:Project_Portfolio}} or {{code:09_specialism/sm3/}}, create those folders now.

    2. Inside {{code:sm3/}}, create a new document called {{code:sm3_template_notes}}. Microsoft 365: from the folder click {{btn:New}} then a Word document (Word for the web). Google Workspace: from the folder click {{btn:New}} then {{btn:Google Docs}}. Rename the file to {{code:sm3_template_notes}} if needed.

    3. Copy this two-row notes scaffold into your document (or use the paper copy your teacher gives you, then type the same rows into the file):
    Template name (exact gallery title)Purpose (one line)Link to my problem (one line)

    4. Using the browse notes from earlier, fill both rows. Start each project-link cell with the problem you wrote earlier (example: "Does my candle stall break even at 40 units?") then say which columns or sheets in that template would hold the answer. Your two picks must be different enough to compare (for example budget versus tracker), not two near-identical money sheets.

    5. Check that {{code:sm3_template_notes}} is still inside {{code:09_specialism/sm3/}} and show your teacher the path if asked.

    Optional stretch (only if the two rows are done and you have time left): open each shortlisted template again, capture a screenshot (Windows {{kbd:Win+Shift+S}}, Mac {{kbd:Cmd+Shift+4}}, Chromebook {{kbd:Ctrl+Show windows}} or the screen-capture shelf tool), and paste under that row with {{kbd:Ctrl+V}} ({{kbd:Cmd+V}} on Mac). Ask for help with capture from about the midpoint of the slot if you want images — they are a bonus, not required today.
    Success criteria:
    • If {{code:09_specialism/sm3/}} was missing, those folders now exist under {{code:Project_Portfolio}}, and {{code:sm3_template_notes}} is saved inside {{code:sm3/}}
    • The document (or transferred paper scaffold) shows two filled rows: exact gallery name, one-line purpose, and one-line link that starts from your own spreadsheet problem
    • Your two picks are different enough to compare (for example budget vs tracker), not two near-identical money sheets
    • Screenshots are optional stretch only — a clear written shortlist is enough portfolio evidence for this lesson
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