To create an Excel template, open a blank Excel document and add the information or formatting you would like to be included in the template. Or, if you already have a workbook that contains the information or formatting, open the workbook. For our example, open a new, blank Excel workbook. Click the Select All button in the upper left corner of the spreadsheet to the left of all columns and above all rows (as shown in the screenshot below).
If this is the first time a personal template has been created on this device, you will need to define the path where these templates will be stored. To do that, go to File, Options, and choose Save. Under Save workbooks, there is a line that says Default personal templates location:. The path defined is usually C:\Users\[UserName]\Documents\Custom Office Templates. You will need to do this step only once. Save your template by going to File, Save As, and choose the path that is defined in the step above. Name the template and save as an Excel Template (*.xltx). Close the template. When you want to use your template, go to File, New. You will see the words Office and Personal about halfway down the page. Choose Personal and then select the template you would like to use. Once you have selected this template, it will be pinned right next to the Blank Workbook option that you see when you click File. At this point, it is just as easy to select your template as it is to select a new workbook, but you don't have to start from scratch. You can view the video demonstration for creating this template below. About the author Kelly L. Williams, CPA, Ph.D., MBA, is an associate professor of accounting at the Jones College of Business at Middle Tennessee State University. Submit a question Do you have technology questions for this column? Or, after reading an answer, do you have a better solution? Send them to [email protected]. We regret being unable to individually answer all submitted questions. This article was co-authored by wikiHow Staff. Our trained team of editors and researchers validate articles for accuracy and comprehensiveness. wikiHow's Content Management Team carefully monitors the work from our editorial staff to ensure that each article is backed by trusted research and meets our high quality standards. The wikiHow Tech Team also followed the article's instructions and verified that they work. This article has been viewed 2,828,129 times. Learn more... Do you need to create a spreadsheet in Microsoft Excel but have no idea where to begin? You've come to the right place! While Excel can be intimidating at first, creating a basic spreadsheet is as simple as entering data into numbered rows and lettered columns. Whether you need to make a spreadsheet for school, work, or just to keep track of your expenses, this wikiHow article will teach you everything you know about editing your first spreadsheet in Microsoft Excel. Steps
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