Creating Excel Templates

Excel TemplateCreating an Excel template allows a person to reuse a workbook setup over and over, without the need to recreate the wheel every time, nor continuously to clean out old information. By using a template, your workbook is ready and waiting for you to enter data; everything else will happen automatically, when you automate your workbook.

Most of the time, when we are told to use a particular template, the file we are asked to use is not an actual template. This is why the person telling us to use the template also reminds us to do a Save As and rename the file, so we don’t overwrite the existing file. That’s the first indication that it is not an actual template.

The nice thing about a template is that it forces you to save your newly opened template as a workbook. Thus, it is extremely hard to accidentally overwrite your template. To overwrite a template, you would need to follow a number of steps and rename the updated template with the exact name of the old template.

Want to up your skills in Excel? Check out what MCT has available for you in our live or online Excel courses.