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Oct 25, 2024 · Step 4: Save as a template. Once you have finalized your workbook, save it as a template. Head to the ‘File’ tab and click the ‘Save As’ button. Choose a location, and from the file format dropdown, select ‘Excel Template’ (*.xltx).’. This ensures that you start with a clean version every time you open the template.
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For our example, we're going to create template from an existing spreadsheet. Here's a standard sheet we use at How-To Geek for expense reports.
The file is just a regular Excel file saved with the .xlsx extension. Ours is already nicely formatted, so we just need to delete any actual data we don't need to be there. If you're adapting an existing sheet (or creating a new one), go ahead and clean it up. Set up the base sheet, add your headings, include formulas, format cells, create borders, whatever. In short, make it so that when you create a new file based on the template, you can just start typing in data.
When you've got things looking the way you want, you need to save the file as a template. Open the "File" menu, and then click the "Save As" option.
In the file type dropdown (just underneath the file name text box), select the "Excel template (.xltx)" option.
By default, Excel likes to save templates in Documents\Custom Office Templates, but you can save them wherever it makes sense to you.
If you want an even more organized approach, you can change the default location where Excel saves templates. On the "File" menu, click the "Options" command. In the "Excel Options" window, slick the "Save" category in the left column.
Now that you've got your template saved, you can use it to create new documents. And you can do this in one of two ways.
If you save your templates in the official custom templates folder Office uses (whether that's the default Documents\Custom Office Templates location or you configured a new save location in Settings), those templates become available on the Office splash screen. That screen shows featured templates by default, but you can see templates you've saved by clicking the "Personal" link.
Just click the template you want to use, and Excel creates a new document for you based on that template.
You can also create a new file based on a template by just double-clicking the template in File Explorer. The default action on template files is to create a new file rather than open the template file, so double-clicking a template immediately opens a new Excel file for you.
If you want to open the actual template file to modify it, you can right-click the file, and then choose "Open" from the context menu.
In the end, template files are functionally much like regular excel files. The big difference lies in how Excel handles those files, making it easy for you to create new documents based on them.
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- Michael Crider
Jul 18, 2024 · Step 3: Format Your Template. Apply formatting like fonts, colors, borders, and cell styles to make your template visually appealing and easy to read. Consistent formatting helps avoid confusion and makes your template easy to navigate. Use bold for headers and consider color-coding sections.
Learn how to edit, save, and create a template in Office. You can create and save a template from a new or existing document or template.
Instructions to Customize Excel Templates. 1. Creating a Custom Template. Open a new or existing Excel worksheet. Customize the worksheet layout to include your preferred styles, fonts, and formats. Enter any common headings, labels, and data that should be in the template. 2. Add Custom Formatting and Styles. // Select cell range for formatting.
Make a newsletter to communicate with your customers, employees, family, or friends. Create a newsletter template for consistent branding when you make future newsletters.
