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Create Custom Templates in Excel

How To Create Custom Templates in Excel

Create Custom Templates in Microsoft Office excel  if you create an Excel spreadsheet of the same type repeatedly, the probability is quite high. Creating a custom template makes the process much smoother. When you create a similar spreadsheet, many people open the existing sheet, delete the unwanted data, and then save it as a different file. Worse, sometimes it is just creating a file from scratch.

Custom Templates in Excel

With custom templates, you can process them much faster. The template file is almost identical to a standard Excel file, but the formatting and boilerplate content is already set. You can use a template to create a new Excel file in Free Microsoft Office and populate the data.

You can create a custom template from scratch, or save an existing spreadsheet as a template, then organize it a bit. The only difference is whether you started with a new blank paper or have already written it.

Create a template Microsoft Office

For example, create a template from an existing spreadsheet. Here is a standard sheet that How-To Geek uses for cost reports. This file is a generic Excel file with the extension .xlsx. Google is already well-formed, so you can delete the actual data you do not need. Proceed if you are modifying an existing sheet or creating a new one. Set a default sheet, add titles, include formulas, format cells, and create borders. That is, when you create a new file based on a template, you simply type in the data.

If it looks the way you want it, you should save the file as a template. Open the “File” menu and click the “Save As” option.

Select the “Excel Template (.xltx)” option from the File type drop-down (just below the filename text box).

By default, Excel likes to save the template to Documents \ Custom Office Templates, but you can store it in a location that you can understand.

If you want a more systematic approach, you can change the default location where Excel saves the template. On the “File” menu, click the “Options” command. In the “Excel Options” window, click the “Save” category in the left column.

On the right side, the “Default Personal Template Location” box appears where you can enter the path to the custom store location for the template. For some reason there is a “Browse” button, so either enter the full path to the folder you want to use or copy and paste the location from the file browser’s address bar.

Create a new document using a template

Now that you have saved the template, you can use it to create a new document. And you can do this in one of two ways. When you save a template in the Official Custom Templates folder that Office uses (whether you have configured a new save location in the default Documents \ Custom Office template location or in Settings), the template will be available in the Office splash screen. This screen will show the suggested template by default, but you can click the “Personal” link to see the saved template.

Simply click on the template you want to use and Excel will create a new document based on that template.

You can also create a new file based on a template by simply double-clicking the template in the file explorer. The default behavior of a template file is to create a new file without opening the template file. This will open a new Excel file as soon as you double-click the template.

To open and modify the actual template file, right-click on the file and select “Open” from the context menu.

After all, template files are functionally very similar to regular Excel files. The big difference is how Excel handles these files, and based on this, you can easily create new documents.

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