Microsoft Office Tutorials and References
In Depth Information
Using template files to store formatting
You’ll find the Expense Report.xltx file with the other examples on the companion website.
The advantages to using templates are standardization and protection. It is difficult to
overwrite the original accidentally, because when you save a new template-based workbook for
the first time, you must supply a new name for it. This way you can repeatedly create new
workbooks with the same appearance without worrying about overwriting the original.
The first time you create a template, you might need to specify a location in which to save
your template files. This is typically C:\Users\Public Documents\My Templates (in Windows
7, it’s C:\Users\ <your name> \AppData\Roaming\Microsoft\Templates).
To create a template file for the first time, follow these steps:
Click the File tab, and click Options.
Click the Save category.
In the Default Personal Templates Location box, enter a path to the folder you want
to use and then click OK.
Open the workbook you want to use as a template.
5. Click the File tab, Save As, choose a location, and supply a file name.
6. Choose Excel Template (*.xltx) from the Save As Type drop-down list, and click Save.
When you choose the Excel Template format in the Save As dialog box, Excel automatically
switches to the Default Personal Templates folder that you specified and saves your new
template there. This is the location that ensures that your template is always available when
you click the New command on the File tab and click the Personal category.
When you create a new document by clicking the File tab, New and then selecting one
of the many templates available, a fresh copy of the workbook is created, and the copy is
given a temporary name consisting of the original file name plus a number. If the template
file is named Expenses, for example, the working copy is named Expenses1.