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What is a Template?

In Microsoft Excel, templates help you save time. If you are creating the same type of file repeatedly, such as a petty cash form or expense report then the best way is to create a template for this. Some users actually have quite complex worksheets and whenever a new one is required they delete data and amend dates, etc. This can cause issues if not done correctly, again it is much simpler to have a template to open each time a new one is required. A template is a Microsoft Excel workbook with formulas and formatting already set up that you use as a model to create other similar workbooks when required.

Content and Formatting in a Template

A template can hold a variety of text features, such as page titles, row and column labels, section headings, and more. Save data, including text and numbers. A template can also house graphics, such as shapes, logos, and images, as well as formulas to be re-used in new workbooks. Fonts, text sizing, and color are formatting options you can save to an Excel template. More formatting options include background fill color, column widths, number and date formats, alignment, and the number of default sheets in a workbook. You even add VBA code to the Template. Templates save you time when you need to create several workbooks with similar features, and can help you standardise the appearance and content of workbooks used in your company. Because a template provides only the information and settings you want to reuse, it's faster than copying an existing workbook and deleting old information from it. For example, you want everyone in your Company or Department to provide information each month about time spent on individual projects, i.e. a record of time writing costs. You combine this information into a management report, so you want the same information in the same order from each employee. To make this task easy, you can set up a worksheet with a row for each project and columns for each day of the month, apply any other formats you want, add any calculations that you need, protect the Worksheet and then save the workbook as a template.

How to create an Excel Template

Start with an new workbook and create your workbook by adding any formatting, images, formulas, etc. If you are creating a report based on data then you can create a Table and any charts or maybe a PivotTable based on the Table. Alternatively, you can clean up an existing workbook by removing the old data. When you are satisfied with your workbook you can save it as a template. 1 . Open the File menu and select Save As. 2 . In the "Save as type" box, click Template. Since Excel 2007 there is a choice of formats: Excel Template (*.xltx), Excel Macro Enabled Template (*.xltm) or Excel 97 - 2003 Template(*.xlt) 3 . In the "Save in" box, select the folder where you want to store the template. The default directory is C:\Users\you name\Documents\Custom Office Templates. This the folder which should have automatically opened when you chose the Template type in the previous step. You can if you prefer select an alternative Directory 4 . In the "File name" box, type a name for the template 5 . Click Save. Now when you need to open a workbook based on this template go to File -> New then choose Personal. All your own personalised templates will be listed there. When you open a template a copy is created so that the original is always available with no changes, just rename your new workbook. You will also see a tab labelled Office and you will find hundreds of Excel Templates available there and an option to search online.

How to Modify a Template

When you open a template it actually opens a copy of the template. So if you want to change the original then you need to make any modifications to the opened file. When you are satisfied repeat the Save As method described above, but when you get to the name box either type the exact name of the existing template or select it in the browser window, You will get the usual message that the file already exists, choose to replace the existing version.
How to Create Spreadsheet Templates in Excel

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What is a Template?

In Microsoft Excel, templates help you save time. If you are creating the same type of file repeatedly, such as a petty cash form or expense report then the best way is to create a template for this. Some users actually have quite complex worksheets and whenever a new one is required they delete data and amend dates, etc. This can cause issues if not done correctly, again it is much simpler to have a template to open each time a new one is required. A template is a Microsoft Excel workbook with formulas and formatting already set up that you use as a model to create other similar workbooks when required.

Content and Formatting in a Template

A template can hold a variety of text features, such as page titles, row and column labels, section headings, and more. Save data, including text and numbers. A template can also house graphics, such as shapes, logos, and images, as well as formulas to be re-used in new workbooks. Fonts, text sizing, and color are formatting options you can save to an Excel template. More formatting options include background fill color, column widths, number and date formats, alignment, and the number of default sheets in a workbook. You even add VBA code to the Template. Templates save you time when you need to create several workbooks with similar features, and can help you standardise the appearance and content of workbooks used in your company. Because a template provides only the information and settings you want to reuse, it's faster than copying an existing workbook and deleting old information from it. For example, you want everyone in your Company or Department to provide information each month about time spent on individual projects, i.e. a record of time writing costs. You combine this information into a management report, so you want the same information in the same order from each employee. To make this task easy, you can set up a worksheet with a row for each project and columns for each day of the month, apply any other formats you want, add any calculations that you need, protect the Worksheet and then save the workbook as a template.

How to create an Excel Template

Start with an new workbook and create your workbook by adding any formatting, images, formulas, etc. If you are creating a report based on data then you can create a Table and any charts or maybe a PivotTable based on the Table. Alternatively, you can clean up an existing workbook by removing the old data. When you are satisfied with your workbook you can save it as a template. 1 . Open the File menu and select Save As. 2 . In the "Save as type" box, click Template. Since Excel 2007 there is a choice of formats: Excel Template (*.xltx), Excel Macro Enabled Template (*.xltm) or Excel 97 - 2003 Template(*.xlt) 3 . In the "Save in" box, select the folder where you want to store the template. The default directory is C:\Users\you name\Documents\Custom Office Templates. This the folder which should have automatically opened when you chose the Template type in the previous step. You can if you prefer select an alternative Directory 4 . In the "File name" box, type a name for the template 5 . Click Save. Now when you need to open a workbook based on this template go to File -> New then choose Personal. All your own personalised templates will be listed there. When you open a template a copy is created so that the original is always available with no changes, just rename your new workbook. You will also see a tab labelled Office and you will find hundreds of Excel Templates available there and an option to search online.

How to Modify a Template

When you open a template it actually opens a copy of the template. So if you want to change the original then you need to make any modifications to the opened file. When you are satisfied repeat the Save As method described above, but when you get to the name box either type the exact name of the existing template or select it in the browser window, You will get the usual message that the file already exists, choose to replace the existing version.
How to Create Spreadsheet Templates in Excel

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