How to Create a Spreadsheet Template in Excel 2003

If you would like to use the same basic setup for several Excel spreadsheets, it might be wise to create a template. Follow these steps to create a spreadsheet template in Excel 2003.

Difficulty:

Moderate

Instructions

Things You'll Need

• Computer with Excel 2003

1. Open a new Excel document.

2. Make your spreadsheet. Include all the formatting you would like for your template. Add the fonts, cell colors, macros and anything else you would like.

3. Include only the information that needs to be on every spreadsheet. For example, if you are making a template for a budget, add the headings but not the entries for each transaction.

4. Go to File > Save As. Below the box where you name the file, there is a drop-down menu with file types. Save your file as a ".xlt" Template file. Name the file and click Save.

5. Use the template. Go to File > New. This will bring up a few options, including one for the template you made.

Tips & Warnings

• You cannot add special characters to filenames.

• Save frequently or you could lose your work.