Working with Microsoft Excel Templates
What is a Template?
A template is a pre-designed Excel file that contains ready-made formatting, formulas, and layouts for common tasks like invoices, budgets, or reports.
How to Open an Existing Template:
- Open Excel → click File > New.
- Choose from available templates or search online.
- Select a template and click Create to open it.
How to Create a Custom Template:
- Create or format a workbook as needed.
- Go to File > Save As.
- Choose Excel Template (*.xltx) from the file type list.
- Save it in the Templates folder for future use.
Tip:
Next time, open Excel → File > New > Personal to reuse your custom templates.


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