MS Excel template
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Creating a worksheet template can really save you a lot of time. Templates are especially useful if you find yourself having to create the same spreadsheet over and over. For example, if a spreadsheet has sheets for each month of year, it becomes a bit of a chore if you have to type out the heading and formula for each sheet. Instead, you only need to do it once. Then you can save it as a template. If you need a new month, you can then insert your template. Here’s how.
Open up a new workbook, with all three blank sheets at the
bottom. Now delete two of the three
sheets (If you have Excel 2013 you don’t need to do this as there’s only one
workbook by default):
When you have deleted two sheets, the bottom left of your screen should look like this:
Now create the spreadsheet you want to use as a
template. In the image below, we have
just set up a simple spreadsheet with Week headings at the top and some labels
down the left.
Notice how none of the data filled in for the weeks. The reason there are zeros for the Weekly
Totals and the Item Totals is because we have the formulas in place, but no
data for the weeks. Once it is saved as
a template and inserted into a new workbook, then the data can be added. We won’t have to add the formulas because
they are already in place.
Once you have your spreadsheet looking the way you want to, click
the Office button then Save in Excel
2007. In Excel 2010, click File>
Save. In Excel 2013, click File>Save, then under Save As,
select Computer. Under the Computer heading, click the Browse icon.
When the Save As
dialogue box appears, change the Save as
type area a the bottom to Excel template.
Type a name for your template:
Before clicking Save,
notice the file name now ends in xlts,
and it is being saved to a Templates folder inside Excel (Custom Office
Templates in later versions).
Click the Save
button to save your template.
To use your template, close the current worksheet. Create a new blank workbook. Right click a sheet name at the bottom and
select Insert from the menu that
appears:
The Insert dialogue
box should appear. The template should
be on the list, in the general section:
Select your template, and click OK. Your template spreadsheet should then be
inserted in to your new workbook. You
can delete any sheets you don’t need, and rename the template. If you need a new sheet based on your
template, right-click a sheet and select Insert
from the menu again.
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