As we saw in yesterday’s post, Excel provides a variety of templates without you having to add any design changes or formatting – all you need to do is enter the data. However, you also have the ability to create your own templates that you can use in other workbooks. This is especially useful if you need to create a particular type of report on the regular basis with consistent text, formatting or formulas. Rather than starting from scratch each time, you can set up the design and formatting ahead of time.
Excel templates are saved with the .xltx extension. By default, Excel stores any new templates in the Templates folder. If you wish your template to appear in the My Templates option when creating a new presentation, you must store your template in the default folder.
To Create a New Template
- Create a new Excel workbook with the desired formatting, design, formulas, headings, etc.
- Click the Microsoft Office button, point to Save As and then click Other Formats.
- Click the Save as type drop-down arrow and select Excel Template. If your template contains macros, choose Excel Macro-Enabled Template.
- Type the name for your template in the File Name text box.
- Click the Save button.
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