Microsoft Office Tutorials and References
In Depth Information
Our Favorite Excel Tweaks and Tips
The most useful options here are the ability to change the default number of worksheets
and the option to change the default font size. In the Use This Font box, you’ll see that
Excel uses Body Font as the default selection. Although you can choose a specific font, we
recommend keeping this setting, which allows you to change fonts on the fly by applying a
different theme.
You can also replace the normal workbook template with a custom design that includes
graphics, title pages, and other elements (including cell contents and formatting) that you
would normally need to add manually. Before you begin customizing your default
template, you need to create the special folder Excel uses for this purpose. In Windows Explorer,
type the following (including the percent signs): %AppData%\Microsoft\Excel. That opens a
folder within the roaming profile for your user account. If the XLStart folder does not exist,
click New Folder to create it, being sure to replace the suggested name with XLStart.
Now open Excel and customize the existing default workbook to include whatever content
and formatting you want to see in each new workbook. When you’re finished, click File,
click Save As, use the name Book (with no file extension), and choose one of the following
template formats from the Save As Type list.
Excel Template This is the default format for Excel 2010. Choose it if you know that
all your colleagues are able to open and edit workbooks saved in this format.
Excel Macro-Enabled Template Choose this option if your default workbook
contains macros or if you expect to create macros in new workbooks you create later.
Excel 97-2003 Template Use this format if you want all new workbooks to be
readable without modification by colleagues who are using older versions of Excel.
Note that any features that are specific to Excel 2007 or Excel 2010 will not be saved
in this format.
Don’t click Save yet! When you choose any of the template formats, Excel proposes
saving your new template in the Microsoft\Templates subfolder of your roaming user profile.
That’s fine for templates you want to choose from the New tab in Backstage view. But to
save the default workbook template you need to choose the XLStart folder you just
created. After selecting that location, click Save. Close the template and press Ctrl+N to
confirm that the changes you made are being included in new workbooks.
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