Microsoft Office Tutorials and References
In Depth Information
Save a workbook as
A TEMPLATE
Templates are special-purpose workbooks you use to
create new worksheets. They can contain formats,
styles, and specific content such as images, column
heads, and date ranges you want to reuse in other
worksheets. Templates save you the work of
recreating workbooks for recurring purposes such as
filling out invoices and preparing monthly reports.
When you work with a template, you edit a copy, not
the original, so you retain the original template for
use in structuring other worksheets. Excel 2007
worksheets ordinarily have an .xlsx file extension.
Saving an Excel worksheet as a template creates a
file with an .xltx extension.
Your custom template includes all the changes you
have made to your workbook, including formats,
formulas, and such changes as opening multiple
windows or deleting tabs. Saving formulas with
your template causes your worksheet to calculate
automatically. Saving formats saves you from having
to re-create them.
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1
Open the workbook you want to
use as a template.
Templates can consist of actual
data, column labels, and empty
cells with specific number
formats such as percentage.
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4
2
Click the Office button.
A menu appears.
3
Click Save As.
4
Click Other Formats.
The Save As dialog box appears.
5
Type a name for your template.
6
Click here and select Excel
Template (*.xltx).
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