Templates

 

Existing Templates | Create a Template

Instead of creating an Excel workbook from scratch, you can create a workbook based on a template. There are many free templates available, waiting to be used.

Existing Templates

To create a workbook based on an existing template, execute the following steps.

1. On the File tab, click New.

2. Use the search box to search for online templates or click a template from one of the featured templates.

Featured Templates in Excel

3. Click Create to download the template.

Create a Template

Excel creates the workbook Academic calendar (any year)1.xlsx based on this template.

Create a Template

If you create your own template, you can safely store it in the Templates folder. As a result, you can create new workbooks based on this template without worrying that you overwrite the original file.

To create a template, execute the following steps.

1. Create a workbook.

2. On the File tab, click Save As.

3. Click Browse.

Click Browse

4. Enter a file name.

5. Select Excel Template (*.xltx) from the drop-down list.

Save As Template

Excel automatically activates the Templates folder. Notice the location of the Templates folder on your computer. It's usually located here:

C:\Users\<username>\Documents\Custom Office Templates

6. Click Save.

Templates Folder

To create a workbook based on this template, execute the following steps.

7. On the File tab, click New.

8. Click Personal.

9. Click WeddingBudget.

Click WeddingBudget

Excel creates the workbook WeddingBudget1.xlsx based on this template.

Note: to edit a template, on the File tab, click Open and then click Browse, to open the template. Edit the file and save the file to its original location.