Creating Excel template helps you to save the time and avoid doing same task repeatedly. You can create a standard Excel file and format the workbook, sheets and ranges with the default information. Let us see, how to create Excel Templates in this step by step tutorial.

Creating Excel Template

Follow the below step by step instructions to develop Excel Templates. Creating an Excel Template is very useful and easy to prepare. You can create the template once and save the file in the folder. And open the template, when you want to create new file using Excel Template.

  1. Open Microsoft Excel Application
  2. Create New Excel File
  3. Change the Worksheet names to suit your needs
  4. Enter the default information at required ranges
  5. Insert the Charts or Pivot Tables if required
  6. Format the Cells to make the template more professional and cleaner
  7. Save the File as, browse the location and choose the file format .xltx

Creating Excel Template.xlsx

Excel Template.xltx

Creating  Excel Macro- Enabled Template

It is very often to use Macros in Excel Templates to enhance the features and automate repeated tasks. Follow the below steps to build macro – enabled Excel Templates.

  1. Open Microsoft Excel Application
  2. Create New Excel File and Save the File with required Name
  3. Open the VBA Editor and add new module
  4. Enter the default information at required ranges
  5. Add the required macros / sub procedures in the code module
  6. Insert the required Excel Objects, like Shapes, Charts or Pivot Tables if required
  7. Format the Cells to make the template more cleaner and professional
  8. Save the File As, browse the location and choose the file format .xltm