Microsoft Office Tutorials and References
In Depth Information
Exploring file-management fundamentals
Installing your own templates
Creating your own templates is a great idea for worksheets you use a lot. The steps
involved are a little different in Excel 2013 than in previous versions. First, organize and
format a workbook the way you want (minus the data). Then when you’re ready to save the
template, click the File tab, click Save As, click Computer, and then click Browse to display
the Save As dialog box. Click the Save As Type box and select Excel Template (*.xltx) from
the list, and the destination folder immediately changes to the Custom Office Templates
folder, as shown in Figure 2-21.
Figure 2-21 Choosing the Excel Template file type activates the Custom Office Templates folder.
When you click the Save button, your new template is installed. You can find this folder in
the following locations:
Windows XP C:\Documents and Settings\< your name >\Application Data\
Microsoft\Custom Office Templates
Windows 7 or Windows Vista C:\Users\< your name >\AppData\Roaming\
Microsoft\Custom Office Templates
Windows 8 C:\Users\< your name >\My Documents\Custom Office Templates
Templates in this folder appear on the New screen in the Personal category, as shown in
Figure 2-22. The two categories, Featured and Personal, appear only after you save a
template for the first time.
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