Microsoft Office Tutorials and References
In Depth Information
Working with Template Files
don’t like the default settings for a new worksheet, you can change them by following these
Start with a new workbook and delete all the sheets except one.
Make any changes that you want to make, which can include column widths, named
styles, page setup options, and many of the settings that are available in the Excel
Options dialog box.
When your workbook is set up to your liking, choose File➜Save As.
In the Save As dialog box, select Template (*.xltx) from the Save As Type box.
Enter sheet.xltx for the filename.
Save the file in your \XLStart folder ( not in your Templates folder).
Close the file.
Close and restart Excel.
After performing this procedure, all new sheets that you insert by clicking the Insert Worksheet
button (which is next to the last sheet tab) will be formatted like your sheet.xltx template.
You can also press Shift+F11 to insert a new worksheet.
Creating workbook templates
The book.xltx and sheet.xltx templates discussed in the preceding section are two special
types of templates that determine default settings for new workbooks and new worksheets. This
section discusses other types of templates, referred to as workbook templates, which are simply
workbooks that you set up as the basis for new workbooks or worksheets.
Why use a workbook template? The simple answer is that it saves you from repeating work.
Assume that you create a monthly sales report that consists of your company’s sales by region,
plus several summary calculations and charts. You can create a template file that consists of
everything except the input values. Then, when it’s time to create your report, you can open a
workbook based on the template, fill in the blanks, and be finished.
You could, of course, just use the previous month’s workbook and save it with a
different name. This approach is prone to errors, however, because you easily can forget to
use the Save As command and accidentally overwrite the previous month’s file.
Another option is to use the New From Existing icon in the New Workbook dialog box.
This step creates a new workbook from an existing one, but gives a different name to
ensure that the old file is not overwritten.
When you create a workbook that is based on a template, the default workbook name is the
template name with a number appended. For example, if you create a new workbook based on a
template named Sales Report.xltx , the workbook’s default name is Sales Report1.