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Tweak Excel Templates

Thursday, July 23rd, 2009 by | Filed Under: MS Excel

The other day we looked at customizing and saving templates in MS Word. I’m sure that by now there’s a few of you out there who are wondering what can be done in Excel.

In fact, I’d even bet that some of you have gone looking through your Template window looking for the Create New Template option. Too bad it didn’t work out, huh?

Well, maybe it’s not too bad. Just because it doesn’t work exactly the same way, doesn’t mean that it can’t be done. And done quite efficiently at that.

So, let’s get right to business.

First, go ahead and open a file from a current template. (File menu, New choice, click the General Templates link on the Task Pane or for Excel 2007 it’s the Office Button, New choice).

Once you’ve accessed the correct template, make the changes to suit your needs.

At this point, you’re ready to save it. Go to the File menu / Office Button, Save As choice.


In the Save As window, change the file type to Template / Excel Template.

Excel will navigate to the correct location.

Name your template something useful and click Save

There you have it. Excel’s templates tweaked as easily as Word’s!

~ April

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