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Tweak Those Excel Templates Too

Tweak Those Excel Templates Too

So, I’m sure that after two days of Word template creations, 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).

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, Save As choice.

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

Excel will navigate to the correct location. You’ll even see the folders you created for your Word stuff. If you want the template on a custom tab, just navigate into one of the custom tab folders located here. (Custom tab creation was covered in yesterday’s MS Office tip).

Name your template something useful and click Save.

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

~ April