Skip to content
logo Knowledgebase

Microsoft Excel - How to use templates

Created on  | Last modified on 

Summary

Templates can be used in Microsoft Excel to make the creation of similar documents easier. Templates are useful time saving tools for anyone who require a consistent approach to be taken when producing certain documents, for example invoices or statements. Once saved, a template can be distributed to, and used by anyone.

Resolution

To create a template
  1. Click File, then click New.
  2. Select Blank and recent, then click Blank Workbook, then click Create.
  3. Enter the information to be contained in the template, for example formulae, images or text.
  4. Input as much of the formatting, formulae and other features as possible, to save time when the template is used in the future.

To save a template
  1. Click File, then click Save As.
  2. In the Save as type drop-down list, select  Excel Template (.xltx).
  3. Enter a name for the template and click Save.

    By default, templates are saved in the Microsoft\Templates folder on the C:\ drive of the PC where the template is created. If required, you can choose a different location in the Save In drop-down list.


To load a template
  1. Click File, then click New.
  2. To load a template you have previously created, select My Templates or to load a template provided as default by Microsoft Excel click Installed Templates.
  3. If the template you require is not located in the Microsoft\Templates folder on the local PC, click New from existing, then in the Look in box, browse to the location of the template.
  4. Select the required template, then click OK.