1-866-245-5224 sales@keystonelearning.com

Excel 2007: Creating & Modifying a Template

Excel 2007: Creating & Modifying a Template

Now, it may happen that you search and search and nothing from Microsoft matches what you need. In that case, start your creative juices and grab a cup a coffee, because it looks like you’ll need to create the template yourself.

But, don’t freak out, yet. It’s a snap. First, you create a workbook shell. Then, you save it as a template.

That’s it.

Creating a Template

The beauty of using your own and someone else’s template is that it opens a new file, every time. Templates are great for Invoices, Expense Reports, Time Sheets, etc… or anything else that requires users to enter data each time they use the file.

     
  1. Create your workbook shell
     
  2.  
  3. Open the Office Menu
     
  4.  
  5. Choose Save As…
     
  6.  
  7. Under Save As Type, choose Excel Template
      (the Save In directory will automatically change to the template directory which typically is: C:“Documents and Settings"Owner"Application Data"Microsoft"Templates)
     
  8.  
  9. Enter a name for your template
     
  10.  
  11. Click Save
     

Using A Custom Template

     
  1. Open the Office Menu
     
  2.  
  3. Choose New
     
  4.  
  5. My templates…
     
  6.  
  7. Select one of the listed templates
     
  8.  
  9. Click OK
     
     

Editing a Custom Template

     
  1. Open the Office Menu
  2.  
  3. Navigate to the Templates folder
      (C:“Documents and Settings"Owner"Application Data"Microsoft"Templates)
  4.  
  5. Select the Template you want to edit
  6.  
  7. Click Open
  8.  
  9. Make your changes
  10.  
  11. 6.       Click Save when you are finished