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USING AND DOWNLOADING EXISTING WORKBOOK TEMPLATES IN MICROSOFT EXCEL 2013 – PART 2

Microsoft Excel 2013

This is PART 2 of the article.

Suppose you have done some formatting on your workbook and you want to save it like a template so you can use it again in future. There are few steps that you need to follow:

01 - Options tab

First, select the Options tab in the Start Screen.

02 - Excel options dialgoue box

Then, select the Save tab from the Excel Options Dialogue Box. In the Save workbooks section there is Default personal templates location label, where you should write the address of the folder in which you can store the created personal templates. (You can change this location any time.)

03 - Folder address

If you don’t know the folder’s address, find the folder on your computer and right click on the search box in the Windows explorer. Then select the Copy Address tab. Next, get back to the Excel Options dialogue box – Save section, and click inside the Default personal templates location box. Press Ctrl + V to paste the copied folder address.

04 - file tab

Now open the Excel file that you want to become your personal template and click the File Tab from the ribbon.

05 - browse icon

Select Save As tab, Computer and click on the Browse icon.

06 - Save as dialogue box

From the Save as dialogue box select the folder that you chose to be your default personal templates location. Enter the file name of the template in the File name box and use the drop down arrow from Save as type box to select Excel Template. Click Save.

07 - personal tag

Now, close the Excel and open it again from the Start Menu. In the Personal tag you can find the template that was created by you. Click on the template and new workbook will appear. This workbook is derived from the template’s formatting. When you save the derived workbook, the template remains unchanged.

Changing Excel workbook default

When you start a blank workbook, it has some default settings such as: Visible gridlines, Calibri 11-point text font etc. You can change these default settings.

First, open a new workbook. You can change the number of worksheets, column width, color style or page setup options etc. Select the File tab from the ribbon and choose Save as.

08 - bookTemplate

Then, click Computer and select the Browse Icon. When Save as dialog box appears, go to:

C:\Users\Miki\AppData\Roaming\Microsoft\Excel\XLSTART (Instead of Miki you should have different username). In File name enter “book”. Save as type box should be Excel Template. Press Save. Close the Excel and open it again from the Start Menu. When the Start Screen appears, just press the ESC Button and the default workbook will be opened.

From now on you can change this workbook by adding styles, fonts, sizes, values, text etc. but when you save it, the default template will not be changed so you can use it anytime you start an Excel program. When pressing Ctrl + N you can start this default workbook while other workbooks are opened.

(Note: The Blank Workbook remains the same)

09 - Folder Options dialogue box

If you cannot find C:\Users\Miki\AppData\Roaming\Microsoft\Excel\XLSTART you should make it visible for the Windows browser. To make it visible go to Start Button in Windows, Control Panel, Folder Options. In View tab from the Folder Options dialogue box check Show hidden files, folders and drives and press OK.

Continue reading in PART 3.

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