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You need to have a PivotTable report or a worksheet with an external data range (external data range: A range of data that is brought into a worksheet but that originates outside of Excel, such as in a database or text file. In Excel, you can format the data or use it in calculations as you would any other data.) to proceed.

1. Format the workbook the way you want it.
2. On the File menu, click Save .
3. In the File name box, type the name for the report.
4. In the Save as type list, click Template.
5. In the Save in list, locate and click the folder you want to store the template in.
6. Click Save.
7. Do one of the following:

   • To delete the external data range from the worksheet and automatically update the data when the report template is opened, click Yes.

   • To display the current data in the external data range whenever someone opens a copy of the report template, click No.

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