Chapter 13: Customizing Excel
Author: Joseph Rubin, CPA www.exceltip.com
A workbook template creates a perfect copy of itself upon opening.
A template can be used as a substitute for office forms such as a
timesheet report. Prepare a timesheet report, including formulas and
formats, and save it as a template by using the method described below.
This section explains how to save a customized workbook as a template
with additions and changes made according to your preferences. This
includes special formats that you saved in the Style dialog box, headers
and footers that you saved for printing and more. A template file is
saved with the extension xlt and a regular Excel file is saved with the
extension xls. When you open a template file, a new file is created with
the xls extension and the name of the file receives a numeral.
In the course of work with Excel, you open a regular workbook by using
the shortcut Ctrl+N. The new workbook is a perfect copy of a template
workbook called Book.xlt (the basic Excel workbook template). The name
of the new workbook is Book1.xls and an additional workbook would be
Saving a customized workbook as a template
Open a new workbook and make changes to its default settings.
Format – create or insert formats into the workbook by
creating styles. See Chapter 5, Styles.
Printing – add headers and footers. Change the default
setting for the First Page Number. See Chapter 11,
Changing default settings – from the Tools menu, select
Options. Make the desired changes. See the beginning of
this chapter for the various options.
Add formulas and values to the Name box. See Chapter 6,