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Create a template

  1. Decide which type of template you want:

    Workbook template

    Create a workbook that contains the sheets, default text (such as page headers and column and row labels), formulas, macros, styles, and other formatting you want in new workbooks based on the template.

    Worksheet template

    Create a workbook that contains one worksheet. On the worksheet, include the formatting, styles, text, and other information you want to appear on all new sheets of the same type.

  2. To display a picture of the first page of a template in the Preview box of the Templates dialog box (General Templates..., New Workbook task pane), click Properties on the File menu, click the Summary tab, and then select the Save preview picture check box.
  3. On the File menu, click Save As.
  4. In the Save as type box, click Template.
  5. In the Save in box, select the folder where you want to store the template.
  6. Enter the name of the template in the File name box. Do one of the following:

    Workbook template

    Worksheet template

  7. Click Save, and then click Close on the File menu.