And new Excel documents can be created based on this template file by navigating and choosing “Personal” in the new file window (right next to Featured) and then choosing the appropriate template.Ĭoncepts always become much clearer when we have more examples. Now, automatically, Excel will place this template file in the appropriate directory. Step 4 – Click on the Save button to save the template. Step 3 – Here, we see that in the drop-down menu, select Excel Template (*.xltx) Now, the option to provide a name to your template file appears. Now we shall follow the steps below to create the Excel template. In the screenshot above, we have added an image and text as the template’s structure. Then you have to save the file as a template. Example #1įirst, we will make all the changes in a new file and modify it until all the items you wish to save in the template are ready. Examples to Create Templates in Excelīelow are some examples to create templates in Excel. “Excel Template” (.xltx) should be chosen for all other cases. “Excel 97-2003 Template” (.xlt) is to be chosen for the cases where the version of the Excel workbook is very old. Note: It is better to choose “Excel Macro-Enabled Template” (.xltm) for cases where the workbook might contain macros. Click on the Save button to save the template.Here we see that in the drop-down menu, there is an option called Excel Template (*.xltx).Now, the option to provide a name to your template file appears.Documents\Custom Office Templates is regarded as a good choice. Choose a directory where you want to save all the templates.Find the option Default personal templates location among the various options.Select the option Save in the menu ribbon.To create a template in recent versions of Excel, very little work must be done.Įxcel 2013 & later versions – Before saving a file as a template, one has to define the custom template directory. What are the advanced features that can be saved as Templates?Īll hidden and protected areas, such as locked cells that cannot be altered and hidden columns and rows, or even worksheets that may contain data not meant for general view.Īll Macros are specially customized toolbars that may contain frequently used options macros and the quick access toolbar can be saved as templates. Formats of cells or worksheets, such as column width or background fill color or alignment of text and even formats of numbers and dates, and several sheets can be saved in templates. The type of text formatting, such as font, color, or size, can be saved along with the data as a template. We can also include any graphical shapes, logos of companies, or any background image and even Excel formulae. Various document sections, such as page titles, column and row labels, text, section headings, and any cell in Excel containing text or numbers, or any kind of data, can all be included in a template. What type of content can be stored as a Template? Templates can be made by saving an Excel file with a specialized extension and then saving the file in a specified directory. Excel functions, formula, charts, formatting creating excel dashboard & others
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