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USING AND DOWNLOADING EXISTING WORKBOOK TEMPLATES IN MICROSOFT EXCEL 2013 – PART 3

Microsoft Excel 2013

This is a continuation of PART 2.

Workbook templates are not the only type of templates you can create and use in Excel. You can also make a worksheet template.

01 - Insert worksheet

If you want to insert predefined worksheet templates in your workbook, right click on any “Sheet” and select Insert tab.

02 - Insert dialogue box

In the Insert dialogue box select General or Spreadsheet Solutions Tab. Select one of the worksheet templates and press OK.

03 - new worksheet

New worksheet will appear in the worksheet bar. Now you can save the current workbook with the new worksheet inside.

To create your own worksheet templates, first you have to see the address (location) of default worksheet folder, where worksheet templates are stored

04 - templates properties

To see the folder’s location, right click on one of the worksheets in your workbook and press Insert tab. In the Insert dialogue box right click on any of the worksheet templates and select the Properties tab. The address is written in the Location’s label.

It is very important to know that when creating your own worksheet template you should save the sheet as workbook (Excel template) and that workbook should have only one worksheet (the one you want to be the template).

After you have made changes in the worksheet such as adding tables, colors, fonts etc. make sure that you have only one worksheet in your workbook.

05 - saving sheet template

Select the File tab and choose Save As, Computer and Browse Icon.  In the Save As dialogue box enter the name of the template in the File name box. Then select Excel Template from Save as type box. Go to the default worksheet’s folder (the one from the properties tab, in my case C:\Users\Miki\AppData\Roaming\Microsoft\Templates). Click Save.

From now, when you want to insert this worksheet template, just right click on any of the worksheets from the workbook and select Insert from the appeared shortcut menu. Your worksheet template should be in the General Tab or Spreadsheet solution’s tab (depending on worksheet folder’s location). Select it and click OK. Now your worksheet is inserted in the workbook.

You can also create default worksheet. It is the same procedure as creating a default workbook. The difference is that when you save the template in the XLStart folder, the workbook should have only one sheet and the name in File name box should be “sheet”.

06 - new sheet button

After this, any time you like to insert your default worksheet in some workbook, just press the New Sheet Icon in the worksheet’s bar. If you want to get back the blank worksheet as your default, delete the sheet.xltx file in XLStart folder.

Continue reading in PART 4.

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