Create Spreadsheet Templates in Excel
Template creation methods differ slightly depending on your Excel version.
Excel 2013 and Later
If you’re saving a workbook to a template for the first time, start by setting the default personal templates location: After you set the default personal templates location you can save a workbook as a template:
Excel 2010 and Excel 2007
The functionality for template creation is a little different with Excel 2010 and 2007.
Excel for Mac
Edit the workbook until you have made all the changes you want to see in the template, and then select File > Save as Template. Name the template and save it. The template is now available for all new documents. The template is automatically placed in the Templates folder and will be available when you want to use it to create a new workbook.
More on Content and Formatting in a Template
A template can hold a variety of text features, such as page titles, row and column labels, section headings, and more. Save data, including text and numbers. A template can also house graphics, such as shapes, logos, and images, as well as formulas to be reused in new workbooks. Fonts, text sizing, and color are formatting options you can save to an Excel template. More formatting options include background fill color, column widths, number and date formats, alignment, and the number of default sheets in a workbook.
