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How to Save a Template

 
 

If you have a particular workbook that you want to use as a skeleton or template for other workbooks you can save it as a template.

 
 

Select (File > Save As) and select "Template (".xlt") in the save as type drop-down box.

 
 

Templates will automatically be saved in the default Templates folder.

 
 

SS

 
 

You can only have a single worksheet in your workbook before saving it as a template ?? CHECK !

 
 

It is possible to change the directory used for your templates (Tools > Options) or you can specify an additional folder (although you have to use/ have it displayed the Office toolbar ??/)

 
 

SS

 

 

If you save a workbook into the following directory it will automatically become an installed template:

 
 

SS of folders

 

 

These will then automatically appear under the "General templates" folder.

 
 

If you want to display an additional tab in the (File > New) dialog box then create a subfolder in the Templates folder.

 

 

Your Templates Folder

 
 

Any templates you save in the default folder will automatically appear on the General tab.

 
 

Any templates you add to this folder will automatically appear on the General tab.

 
 

Excel 2010 - C:\Documents and Settings\"user name"\Application Data\Microsoft\Templates\

 
 

Excel 2007 - C:\Documents and Settings\"user name"\Application Data\Microsoft\Templates\

 
 

Excel 2003 - C:\Documents and Settings\"user name"\Application Data\Microsoft\Templates\

 
 

Excel 2002 - C:\Documents and Settings\"user name"\Application Data\Microsoft\Templates\

 
 

This folder location has nothing to do with the xlstartup folder.

 

 

Creating a New Tab

 
 

The name of the folder becomes the title of the new tab.

 
 

You can quickly create a new subfolder using the folder in the top right corner.

 
 

You can create subfolders within the template folder to store additional templates.

 
 

Any templates saved in the templates folder will appear on the General tab.

 
 

Any templates saved in subfolders will be displayed on additional tabs.

 

 

Saving Workbooks (.xls, .xlsx) and Templates (.xlt, xltx)

 
 

You do not have to save your workbooks as templates (".xlt") in order to use them as templates.

 
 

Any workbooks that are saved in the templates folder can be used as templates.

 
 

They don't have to be saved in the template format.

 
 

SS of both .xls and .xlt displayed on the tab. Highligh the difference in icons.

 
 

When you select a regular workbook a copy of the workbook is opened and a number is appended to the end of the file name.

 

 

Office Wide Templates

 
 

The templates folder is actually a Microsoft Office templates folder and is also used in Word and PowerPoint as well.

 
 

Any files saved in this folder (or any subfolder) will be automatically displayed in the correct application.

 
 

For example you can could create a subfolder called Better Solutions which contains all the templates for Excel, Word and PowerPoint.

 
 

The tab is only displayed in Excel if there are files in this folder with the following file extensions (.xls, .xlsx, .xlt, xltx).

 

 

Things to Remember

 
 
  • Your custom folder will appear as a tab in the Templates dialog box only is there is a file corresponding to that particular application.

     
     
  • Remember that Excel does not distinguish between upper case and lower case in file names.

     

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