Microsoft Office Tutorials and References
In Depth Information
Saving a workbook as a template
Saving a workbook as a template
When you decide which type of data that you want to store in
a workbook and what that workbook should look like, you will
probably want to create similar workbooks without adding all
the formatting and formulas again. For example, you might
have settled on a design for your monthly sales-tracking
workbook. When you settle on a design for your workbooks, you can
save one of the workbooks as a pattern, or template, for similar
workbooks that you create in the future.
Save a workbook as a template
1 Click the File tab.
2 Click Export.
3 Click Change File Type.
4 Click Template.
5 Click the Save As button.
6 Type a name for the template.
7 Click Save.
CAUTIoN Be sure that you don’t change the directory where
Excel offers to save your template. If you do change it, your
template won’t show up in the list of available templates, but you can
still open it by navigating to the folder in which you save it.
TIP You should remove any existing data from a workbook
that you save as a template, both to avoid data entry errors and
to remove any confusion as to whether the workbook is a template.
The one exception to this rule is when your template contains formulas
that result in an error if you delete all data from the worksheet. In that
case, you should enter some obviously incorrect data that future users
know to replace.
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