Excel Templates

Excel templates are pre-set configurations that help you in designing beautiful spreadsheets.

Instead of having to make a template whenever starting a new workbook, Excel offers a wide variety of pre-built templates which you can use.

How to use existing templates

Execute the following steps to create an Excel workbook using an existing template.

1. Click on the File tab on the top left-hand corner, and afterwards select New.

File tab on top left-hand corner
File tab on top left-hand corner

2. An extensive selection of templates will appear on the main page (these have already been installed by default). Click on a template to get a more detailed preview.

Overview of the different templates available
Overview of the different templates available
Preview of selected template
Preview of selected template

3. Click Create to open a new workbook using an Excel template.

Click Create to use the template currently being previewed
Click Create to use the template currently being previewed

Online Excel templates

It is possible to access thousands of other templates online. Complete the following steps to access online templates.

1. Search with keywords for the template you are looking for via the search bar near the top of the main display.

Look for online templates in the search bar
Look for online templates in the search bar

Templates related to your search will appear on the main page.

Online templates related to search term
Online templates related to search term

2. Click on a template to download it. Once the template is downloaded it will automatically open.

How to create a template

If you are not satisfied with any of the Excel templates available it is possible to create your own. You can save the template in Excel so you can easily create new workbooks based on this template without having to overwrite the original file.

Complete the following steps to create your own template.

1. Create a new workbook.

2. Click on the File tab on the top left-hand corner, and afterwards click Save As.

File tab on top left-hand corner
File tab on top left-hand corner
Save As option after having clicked the File tab
Save As option after having clicked the File tab

3. Enter a file name and select Excel Template from the Save as Type drop-down list.

Save as Type drop-down list
Save as Type drop-down list

4. Select where you wish to save your file and click Save.

Click Save after having selected where you will save the file
Click Save after having selected where you will save the file

It is possible to save your template to OneDrive or on your computer. I recommend you save your template in the designated Excel template folder called Custom Office Templates.

The Custom Office Templates folder can be accessed directly via Excel
The Custom Office Templates folder can be accessed directly via Excel

The workbook with the template will then be located here:

  • My Documents >> Custom Office Templates

Complete the following steps to create a new workbook using your template.

1. Click on the File tab on the top left-hand corner, and afterwards click New.

File tab on top left-hand corner
File tab on top left-hand corner
Select New after clicked the File tab
Select New after clicked the File tab

2. Select the option Personal on the template window.

Select Personal to view the templates you created
Select Personal to view the templates you created

All your saved templates will be displayed here in a handy overview.

3. Select the template you wish to use by clicking on it.

Excel will create a workbook using your template and you are ready to go and use it in your Excel workbook.

In order to edit a template you have to open the original file, perform the desired edits and save the document.

I’d love to hear what your favorite template is. Just let me know in the comments below!