Microsoft Office Tutorials and References
In Depth Information
To create a template from an existing workbook, save the model workbook as an Excel
template file (a file with an .xltx extension), which is a file format you can choose from the
Save As Type list in the Save As dialog box. If you ever want to change the template, you
can open it like a standard workbook and make your changes. When you have completed
your work, save the file by clicking the Save button on the Quick Access Toolbar—it will
still be a template.
Tip You can also save your Excel 2010 workbook either as an Excel 97–2003 template (.xlt) or
as a macro-enabled Excel 2010 workbook template (.xltm). For information on using macros in
Excel 2010 workbooks, see “Introducing Macros” in Chapter 12, “Automating Repetitive Tasks
by Using Macros.”
After you save a workbook as a template, you can use it as a model for new workbooks.
To create a workbook from a template in Excel, click the File tab to display the Backstage
view, and then click New.
When you click New in the Backstage view, the top of the middle pane displays the blank
workbook template, templates you have used recently, sample templates, and templates
you created. Below that list is a set of template categories available through the Office.com
Web site and a search box you can use to locate helpful templates on Office.com.