How to Create a Spreadsheet Template in Excel 2003

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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.

Things You'll Need

  • Computer with Excel 2003
  • Open a new Excel document.

  • 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.

  • 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.

  • 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.

  • 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.
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