Clear instructions. Easy to follow. No jargon. Pictures helped. Didn't match my screen. Incorrect instructions. Too technical. Click Save , and then under Save workbooks , enter the path to the personal templates location in the Default personal templates location box. With the template you created above, you can create a new workbook.
This section tells you how to do that. Note: Alternately, you can browse for various online templates in Excel and use them instead. For more information, see Download free, pre-built templates. In the Save as type box, click Excel Template , or click Excel Macro-Enabled Template if the workbook contains macros that you want to make available in the template. The template is automatically placed in the Templates folder to ensure that it will be available when you want to use it to create a new workbook.
Tip: You can copy any Excel workbook into the Templates folder, then you can use the workbook as a template without saving it in the template file format.
To base the workbook on a recently used template, click Recent Templates , and then double-click the template that you want to use. To base the workbook on an installed template, click Sample templates and then double-click the template that you want to use. To base the workbook on a template that you created, click My templates , and then on the Personal Templates tab, double-click the template that you want to use.
To base the workbook on another workbook, click New from Existing , and then double-click the workbook that you want to use. Tip: When you are connected to the Internet, you can also access templates that are available from Office. Under Office. Instead of starting with a blank sheet, you can quickly create a new workbook based on an Excel template. The right template can really simplify your life since it makes the most of tricky formulas, sophisticated styles and other features of Microsoft Excel that you might not be even familiar with.
A great lot of free templates for Excel are available, waiting to be used. To make a new workbook based on an existing Excel template, perform the following steps. To preview a certain template, simply click on it. A preview of the selected template will show up along with the publisher's name and additional details on how to use the template. If you like the template's preview, click the Create button to download it. For example, I've chosen a nice mini calendar template for Excel:. That's it - the selected template is downloaded and a new workbook is created based on this template right away.
How do I find more templates? To get a bigger selection of templates for your Excel, type a corresponding keyword in the search bar:. If you are looking for something specific, you can browse available Microsoft Excel templates by category. For example, see how many different calendar templates you can choose from:. How to make a custom Excel template Making your own templates in Excel is easy. You start by creating a workbook in the usual way, and the most challenging part is to make it look exactly the way you want.
It is definitely worth investing some time and effort both in the design and contents, because all formatting, styles, text and graphics you use in the workbook will appear on all new workbooks based on this template. Once you've created the workbook, you just need to save it as a.
If you need the detailed steps, here you go:. When you select one of the above template types, the file extension in the File Name field changes to the corresponding extension. At that, regardless of what destination folder you choose, a copy of your template will be saved to the default templates folder anyway.
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