To create new workbooks that already have your preferred formatting, you can base the new workbooks on a template (template: A workbook that you create and use as the basis for other similar workbooks. You can create templates for workbooks and worksheets. The default template for workbooks is called Book.xlt. The default template for worksheets is called Sheet.xlt.). A template can include formatting, styles (style: A combination of formatting characteristics, such as font, font size, and indentation, that you name and store as a set. When you apply a style, all of the formatting instructions in that style are applied at one time.), standardized text such as page headers and row and column labels, formulas, Visual Basic for Applications macros (macro: An action or a set of actions that you can use to automate tasks. Macros are recorded in the Visual Basic for Applications programming language.), and custom toolbars.
Using pre-defined templates
Numerous templates have been created for use in Excel. You can download these templates from Templates on Office Online.
When you open a new file, you'll have easy access to templates that are on Office Online, on your computer, or on your own Web sites. You can simply select any of these options in the Getting Started task pane.
Creating workbook or worksheet templates
You can make a custom template available to others by storing the template on a network location. For example, you might want all users in your workgroup to use a custom template for a special project. Place the template in a folder in a network location that is accessible to all users in your group.
Settings that are saved with a template
Text, data, graphics, and formulas
- Text you want to repeat, such as page headers and row and column labels
- Data, graphics, formulas, charts, and other information
- Data validation settings
Toolbars, automation, and Option settings
- Custom toolbars, macros (macro: An action or a set of actions that you can use to automate tasks. Macros are recorded in the Visual Basic for Applications programming language.), hyperlinks (hyperlink: Colored and underlined text or a graphic that you click to go to a file, a location in a file, a Web page on the World Wide Web, or a Web page on an intranet. Hyperlinks can also go to newsgroups and to Gopher, Telnet, and FTP sites.), and ActiveX controls (ActiveX control: A control, such as a check box or button that offers options to users or runs macros or scripts that automate a task. You can write macros for the control in Microsoft Visual Basic for Applications or scripts in Microsoft Script Editor.) on forms (t o make a custom toolbar available, attach the toolbar to the template)
- Workbook calculation options and window view options (s et with the Options command on the Tools menu)