Microsoft Office Tutorials and References
In Depth Information
Using workbooks as templates
Before you create your first template, you should identify the path to the default template
folder on your computer. The path for users whose Windows local settings are English (US)
is typically Program Files (x86)\Microsoft Office\Templates\1033. The language identifier
for English (US) is 1033, which is why the path includes that identifier. You can enter that
path as your default template path on the Save page of the Excel Options dialog box. To
open the Excel Options dialog box, click the File tab and then click Options. In the dialog
box, click Save and then, in the Default Personal Templates Location box, enter the template
folder’s path.
TIP You can discover your template folder’s path by opening File Explorer and navigating to
the template folder, starting with the Program Files or Program Files (x86) folder, depending
on your installation. To copy the path of the folder, click the folder icon at the left end of
the File Explorer address box at the top of the File Explorer window and then press Ctrl+C.
To create a template from an existing workbook, save the model workbook as an Excel
template file (a file with an .xltx extension), which is a file format you can choose from the Save
As Type dialog box. If you ever want to change the template, you can open it like a
standard workbook and make your changes. When you have completed your work, save the file
by clicking the Save button on the Quick Access Toolbar—it will still be a template.
TIP You can also save your Excel 2013 workbook either as an Excel 97–2003 template (.xlt)
or as a macro-enabled Excel 2013 workbook template (.xltm). For information about using
macros in Excel 2013 workbooks, see Chapter 12, “Working with macros and forms.”
After you save a workbook as a template, you can use it as a model for new workbooks. To
create a workbook from a template in Excel, click the File tab to display the Backstage view,
and then click New.
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