Wednesday, October 29, 2025

Microsoft Excel - Working with excel templates

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:

  1. Open Excel → click File > New.
  2. Choose from available templates or search online.
  3. Select a template and click Create to open it.


How to Create a Custom Template:

  1. Create or format a workbook as needed.
  2. Go to File > Save As.
  3. Choose Excel Template (*.xltx) from the file type list.
  4. 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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