Home

Creating Your Own Excel 2010 Templates

|
Updated:  
2016-03-27 14:00:51
|
Excel Sales Forecasting For Dummies
Explore Book
Buy On Amazon

When you can't find a ready-made Excel 2010 template that fits the bill, create your own templates from sample workbooks that you create or that your company has on hand. The easiest way to create your own template is to create an actual workbook prototype and then save the file using the template file format (.xltx). Then you can open the file from the Templates folder to create new workbooks as needed.

Create an Excel workbook that contains all of the elements needed for the template file.

These elements can include text, data, comments, formulas, graphics, formatting, and macros that it requires to function.

Click the File tab and choose Save As.

The Save As dialog box appears.

Type the name for the template in the File name box.

Make sure you use a descriptive name so you can easily find the template when you need it.

In the Save as Type drop-down list, select Excel Template (*.xltx).

In the Save as Type drop-down list, select Excel Template (*.xltx).

If you recorded macros in your template, you need to select Excel Macro-Enabled Template (*.xltm) instead.

Click the Save button.

The file is saved to the Templates folder (unless you specify another location). This allows easy access to the file when you later need to create a workbook based on the template.

About This Article

This article is from the book: 

About the book author:

Greg Harvey is a language scholar who has traced the roots of Tolkien’s work in European folklore and pre-Christian religious beliefs. He has studied 12 languages, including Elvish, Latin, and Anglo-Saxon.