Microsoft Office Tutorials and References
In Depth Information
Creating a Personal Template
See Also
See “ Creating a Personal Template on page 134 for more information
on creating a custom template for use in the My Templates folder.
Creating a Personal Template
You can create your own personal template as easily as you create a worksheet. Like those
that come with Excel, custom templates can save you time. Perhaps each month you cre-
ate an inventory worksheet in which you enter repetitive information; all that changes is
the actual data. By creating your own template, you can have a custom form that is ready
for completion each time you take inventory. A template file (.xltx) saves all the custom-
ization you made to reuse in other workbooks. You can store your template anywhere you
want; you may find it handy to store it in a My Templates folder ( New ! ), or the default
Custom Office Templates folder ( New ! ). When you set up the default personal templates
folder in the Options dialog box under Save, your personal templates appear under Per-
sonal c in the Start or New screen.
Create a Personal Template
Enter all the necessary information in a new workbook—including formulas,
labels, graphics, and formatting.
Click the File tab, and then click Save As .
Click Computer , and then click Browse .
Click the Save as type list arrow, and then select a template format.
Excel Template . Creates a template for Excel 2007-2013.
Excel Macro-Enabled Template . Creates a template for Excel 2007-2013
with macros.
Excel 97-2003 Template . Creates a template for Excel 97-2003.
Navigate to your personal templates folder.
My Templates. C:\Users\ user name \My Templates; your location might differ.
Custom Office Templates. C:\Users\ user name \Documents\Custom Office
Templates.
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