How To Make Custom Templates In A Microsoft Excel Workbook On Windows PC.

How To Make Custom Templates In A Microsoft Excel Workbook On Windows PC.

Firstly, in a normal Excel template, save the cell styles and formats, page layout and print areas, number and type of sheets, hidden and invisible areas, protected areas, column labels/ page headers, formulas, hyperlinks, images, charts and other such graphics, data validations, alerts, calculation options, Macros and ActiveX controllers to create a workbook of your choice.

Once you’ve created the workbook, save it as a .xlt or .xltx file instead of a normal .xls or .xlsx file. As soon as you do this, Microsoft Excel automatically changes your destination folder to the default templates folder, namely,
C:\Users\<User Name>\AppData\Roaming\Microsoft\Templates

If you wish to save the template to some other folder, select the specific Excel Template as the document type before you save. Click the on the Save button now. Your newly created Excel template has been added to custom templates.

You can easily create new workbooks derived from this template and also share it with other Excel users by either storing the template in a shared folder or local network, or by saving it to OneDrive. Customized templates can also be emailed as attachments.
That’s all!