Excel 2010 All-in-One For Dummies
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When you can't find a ready-made Excel 2010 template that fits the bill, create your own templates from sample workbooks that you create or that your company has on hand. The easiest way to create your own template is to create an actual workbook prototype and then save the file using the template file format (.xltx). Then you can open the file from the Templates folder to create new workbooks as needed.

Create an Excel workbook that contains all of the elements needed for the template file.

These elements can include text, data, comments, formulas, graphics, formatting, and macros that it requires to function.

Click the File tab and choose Save As.

The Save As dialog box appears.

Type the name for the template in the File name box.

Make sure you use a descriptive name so you can easily find the template when you need it.

In the Save as Type drop-down list, select Excel Template (*.xltx).

In the Save as Type drop-down list, select Excel Template (*.xltx).

If you recorded macros in your template, you need to select Excel Macro-Enabled Template (*.xltm) instead.

Click the Save button.

The file is saved to the Templates folder (unless you specify another location). This allows easy access to the file when you later need to create a workbook based on the template.

About This Article

This article is from the book:

About the book author:

Greg Harvey, PhD, is president of Mind Over Media, Inc. He is the author of all editions of Excel For Dummies, Excel All-in-One For Dummies, Excel Workbook For Dummies, and Windows For Dummies Quick Reference. He's also an experienced educator.

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