Save a workbook as a template

Save a workbook as a template

If you often use the same layout or data in a workbook, save it as a template so you can use the template to create more workbooks instead of starting from scratch.

  1. If you’re saving a workbook to a template for the first time, start by setting the default personal templates location:

    1. Click File > Options.

    2. Click Save, and then under Save workbooks, enter the path to the personal templates location in the Default personal templates location box.

      This path is typically: C:\Users\[UserName]\Documents\Custom Office Templates.

      Options you can set for saving workbooks

    3. Click OK.

      Once this option is set, all custom templates you save to the My Templates folder automatically appear under Personal on the New page (File > New).

  2. Open the workbook you want to use as a template.

  3. Click File > Export.

  4. Under Export, click Change File Type.

  5. In the Workbook File Types box, double-click Template.

  6. In the File name box, type the name you want to use for the template.

  7. Click Save, and then close the template.

Create a workbook based on the template

  1. Click File > New.

  2. Click Personal.

    Personal templates location

  3. Double-click the template you just created.

    Excel creates a new workbook that is based on your template.

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