Create an Excel Workbook Template

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Creating Excel Templates Explained

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EXCEL WORKBOOK TEMPLATES See also Create Excel Worksheet Templates

Workbook templates can contain things such as specific formatting styles, column/row labels, headers and footers, formulas and even macros. Workbook templates are used for settings you want in all new workbooks based on the template.

To create a workbook template:

Create a new Excel workbook containing all your specified settings.
Go to File>Save As
In the Save as type box, select Template
In the Save in box, select the folder you wish to store your template in.

Note: If you wish the first page of your template to be viewed as a picture in the Preview box of the Templates dialog, go to File>Properties, click the Summary tab and select Save preview picture before saving.

SAVING TO THE XLStart FOLDER

If you want your template to be available as soon as you Start Excel, you need to save directly to the XLStart folder, usually located at:

C:\Program Files\Microsoft Office\Office11\XLStart

SAVING TO THE TEMPLATES FOLDER

If you wish your template to be available in the Templates dialog, try the following:

Create a new Excel workbook or worksheet
Specify all required settings
Go to File>Save As
Locate the Templates Folder, usually C:\Documents and Settings\user_name\Application Data\Microsoft\Templates
In the Save as type box, select Template
Give your template a name.

This will force your template to appear in the Templates dialog under the General tab.

Note: Sometimes, due to network restrictions, the Templates folder cannot be seen. If this happens to you, you need to contact your network administrator.

You can go one step further and create a new folder within the Templates folder C:\Documents and Settings\user_name|Application Data\Microsoft\Templates and move your template to that folder. This will create a new tab on the templates dialog.

To remove a template, you need to locate the folder that it is saved in and delete it.

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