Customize how Excel opens workbooks and sheets

When you open Excel, do you want to see a specific workbook right away? Or do you have a custom template that you want to use every time you create a new workbook? With a few easy steps, you can customize what you see when Excel opens or when a new workbook or sheet is created.

Do any of the following:

Open a specific workbook automatically when Excel opens

  • In the Finder, move the workbook that you want to use to the /Applications/Microsoft Office 2011/Office/Startup/Excel folder.

    If the workbook that you want to use is stored on a network drive, or if you don't want to move the workbook from its current location, create an alias for the file. For help with creating aliases, see Apple Help.

Open all the workbooks in a folder automatically when Excel opens

  1. On the Excel menu, click Preferences.

  2. Under Authoring, click General  General Preferences button .

  3. In the At startup, open all files in box, enter the location of the files that you want Excel to open automatically.

Use a custom template for all new workbooks

When Excel opens a new workbook, the new file is created from a template called Workbook. To use a custom template, you must replace the default Workbook template with your own.

  1. Open the template that you want to use as the new default template.

  2. On the Excel menu, click File, and then click Save As.

  3. In the Save As box, type:

    Workbook

  4. Use the column browser to select Applications/Microsoft Office 2011/Office/Startup/Excel, and then click Save.

  5. In the Finder, open Applications/Microsoft Office 2011/Office/Startup/Excel.

  6. Select the Workbook file, and on the Action pop-up menu  Action pop-up menu , click Get Info.

  7. On the Name & Extension pane, in the box containing the file name, select the .xltx portion of the file name, press DELETE, and then press RETURN.

    The "Are you sure you want to remove the extension '.xltx'?" message is displayed.

  8. Click Remove.

    Note: The file extension must be removed for Excel to recognize the new version of the Workbook template.

Change the number of sheets in new workbooks

  1. On the Excel menu, click Preferences.

  2. Under Authoring, click General  General Preferences button .

  3. In the Sheets in new workbook box, enter the number of sheets that you want in the workbook.

Change the preferred font and font size for new sheets

You can change the default font that Excel uses whenever you open a new workbook. By default, the text in every Excel workbook is 12 point Body Font.

  1. On the Excel menu, click Preferences.

  2. Under Authoring, click General  General Preferences button .

  3. On the Standard font pop-up menu, click the font that you want to use.

  4. In the Size box, type or click a font size.

    Note: You must quit and then reopen Excel to begin using the new default font and font size. The new default font and font size are used only in new workbooks that you create after you reopen Excel. Existing workbooks are not affected.

See also

Create and use your own template

Start with a template to create a new document

Stop a workbook from opening automatically

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