“Excel 97-2003 Template” (.xlt) is to be chosen for the cases where the version of the Excel workbook is very old. Note: It is better to choose “Excel Macro-Enabled Template” (.xltm) for cases where the workbook might contain macros. Click on the Save button to save the template.Here we see that in the drop-down menu, there is an option called Excel Template (*.xltx).
Now, the option to provide a name to your template file appears.Documents\Custom Office Templates is regarded as a good choice. Provide the choice of a directory where you want to save all the templates.Find the option Default personal templates location among the various options.Select the option Save in the menu ribbon.To create a template in recent versions of Excel, there is actually very little work that has to be done.Įxcel 2013 & later versions – Prior to saving a file as a template, one has to define the custom template directory. What are the advanced features that can be saved as Templates?Īll hidden and protected areas such as locked cells that cannot be altered and hidden columns and rows, or even worksheets that may contain data that is not meant for general view.Īll Macros are specially customized toolbars that may contain frequently used options macros, as well as the quick access toolbar, can be saved as templates. Formats of cells or worksheets, such as column width or background fill color or alignment of text and even formats of numbers and dates, and a number of sheets can be saved in templates. The type of text formattings such as font or color, or size can be saved as a template along with the data. We can also include any graphical shapes, logos of companies, or any background image and even Excel formulae. Various sections of a document, such as page titles, column and row labels, text and section headings, any cell in Excel that contains text or numbers, or any kind of data, can all be included in a template. What type of content can be stored as a Template? Templates can be made by saving an excel file with a specialized extension and then saving the file in a specified directory. Excel functions, formula, charts, formatting creating excel dashboard & others
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