How to Change Default Worksheet or Workbook Template and Save Your Own in Excel?

In our daily life when we launching excel, the default template of worksheet/workbook is loaded. Normally we edit our data base on this default template most of time. But in some situations, we always edit data in a fixed template for example like payroll from accounting department, and we will not want to always re-design our template in worksheet every time. So, we need to save our own worksheet or workbook template in excel, then we can load our own template when launching excel for convenient. Actually, this article aims at to teach you how can we save template in excel for worksheet and workbook, trust me you can find what you want from this article, let’s get started.

Change Default Worksheet in Excel


Step 1: Launch excel, select a blank template, open it. Then design your own template on this blank template. For example, we create a simple payroll like below.

Change Default Worksheet or Workbook Template 1

Step 2: In excel ribbon, click File->Save As->Browse.

Change Default Worksheet or Workbook Template 2

Step 3: In Save As window (see screenshot below), enter template name in File name textbox. Select template in Save as type.

Change Default Worksheet or Workbook Template 3

Step 4: Enter template name as Payroll Template.

Change Default Worksheet or Workbook Template 4

Step 5: Select Excel Template from dropdown list.

Change Default Worksheet or Workbook Template 5

Step 6: You can change save path or use default path to save your template. The default save path on my PC is C:\Users\devops\Documents\Custom Office Templates. Then click OK to save template.

Change Default Worksheet or Workbook Template 6

Step 7: Launch Excel again, in Welcome screen, click More templates.

Change Default Worksheet or Workbook Template 7

Step 8: Click Personal. Then customed template Payroll template is displayed. Select this template, your table in step#1 is displayed properly.

Change Default Worksheet or Workbook Template 8

Change Default Workbook in Excel


If you have multiple different fixed worksheets templates in a workbook, you can save a workbook template (includes these worksheets templates) refer to above steps.

For example, in a workbook we have two worksheets, one is inventory list, another one is broken list. Then have their own templates.

Change Default Worksheet or Workbook Template 9

Change Default Worksheet or Workbook Template 10

We want to save a workbook template with these two worksheets. We can still follow above steps like save a worksheet template.

Step 1: Click File->Save As->Browse.

Step 2: In Save As window, enter template name in File name textbox, this time we name it as Inventory List. Select Excel Template in Save as type.

Change Default Worksheet or Workbook Template 11

Step 3: Use default save path, click OK to save workbook.

Step 4: Re-launch excel, and check Personal template. Verify that Inventory List is listed.

Change Default Worksheet or Workbook Template 12

Step 5: Click it to load template. Verify that the two worksheets with template are loaded properly.

 

Related Posts

Match Single Criteria in Excel

No repeat statistic based on a single condition is used wildly in daily work, for example, count type of products, the duplicate types are not encountered. This article describes the way of no repeats statistics for data in a single ...

Excel Array Construction

This article will talk about how to create one-dimensional array or two-dimensional array by using some functions in Excel. When using array formulas in Excel, we often use functions to construct arrays. Generate Array with ROW or COLUMN Functions Array ...

Excel Array Operation

We have all heard of arrays. Depending on the dimensionality, they are divided into one-dimensional arrays and two-dimensional arrays. Depending on the data type, they can also be divided into numeric arrays, logical arrays, and so on. The concatenation and ...

Excel Array Matrix Operation

In Excel, we have a built-in function used to perform matrix operations. It is the MMULT function. This function accepts two arrays as parameters and returns the product of the two arrays. However, this function has a prerequisite that the ...

A1 Reference Style and R1C2 Reference in Excel

In Excel, there are two reference styles. A1 reference style and R1C2 reference style. These two reference styles can help us find the cell by the cell address. Some functions return these two addresses through the argument settings. A1 Reference ...

Sidebar