Save a workbook as a template (2024)

FAQs

Save a workbook as a template? ›

Open the workbook you want to use as a template. Click File > Export. Under Export, click Change File Type. In the Workbook File Types box, double-click Template.

In the workbook that you want to become your default Excel template, click File > Save As. In the Save as type box, select Excel Template (*. xltx) from the drop-down list. In the Save in box, select the destination folder for the default template.

Excel templates have a special file type that designates them as a template. The advantage of using a template is that the default action associated with a template is to create a new workbook based on a template but not open or modify the template itself. The design of the template is therefore preserved.

Right-click the worksheet tab and select Move or Copy. Select the Create a copy checkbox. Under Before sheet, select where you want to place the copy. Select OK.

An Excel workbook is either a file which has already been saved, or one which has been set up, may even contain data, but has not been saved anywhere. A template has previously been formatted and may already contain some data. It is a model for a workbook you want to create, e.g. a blank time sheet.

A template is a document type that creates a copy of itself when you open it. For example, a business plan is a common document that is written in Word. Instead of creating the structure of the business plan from scratch, you can use a template with predefined page layout, fonts, margins, and styles.

A template for Excel is a pre-built spreadsheet or workbook that's already formatted, organized, and populated with formulas tailored for its purpose. If you need to organize or plan something, there's probably an Excel spreadsheet or workbook template perfect for the task.

Select File > New and search for accessible templates using the Search for online templates field. Select one of the accessible templates to open a new workbook based on the template.

How do I copy an entire workbook with all of the sheets? Do a, "File / Save As" giving the new file a new name; that's it!

What is the difference between Excel workbook and forms for Excel? ›

A worksheet form is not the same thing as an Excel template. A template is a pre-formatted file that can get you started creating a workbook that looks the way you want. A form contains controls, such as boxes or dropdown lists, that can make it easier for people who use your worksheet to enter or edit data.

A template for Excel is a pre-built spreadsheet or workbook that's already formatted, organized, and populated with formulas tailored for its purpose.

Workbook templates allow you to make templates of workbook structures for quick and consistent reuse. For more information see Create and edit templates and Share templates.