Save a workbook as a template (2024)

If you often use the same layout or data in a workbook, save it as a template so you can use the template to create more workbooks instead of starting from scratch.

You can use one of your own templates to create a new workbook, or you can use one of the many predefined templates that you can download from Microsoft Office Online.

Save a workbook as a template

1. If you’re saving a workbook to a template for the first time, start by setting the default personal templates location:

   1. Click File > Options.

   2. Click Save, and then under Save workbooks, enter the path to the personal templates location in the Default personal templates location box.

      This path is typically: C:\Users\[UserName]\Documents\Custom Office Templates.

      

   3. Click OK.

      Once this option is set, all custom templates you save to the My Templates folder automatically appear under Personal on the New page (File > New).

2. Open the workbook you want to use as a template.

3. Click File > Export.

4. Under Export, click Change File Type.

5. In the Workbook File Types box, double-click Template.

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6. In the File name box, type the name you want to use for the template.

7. Click Save, and then close the template.

Create a workbook based on the template

With the template you created above, you can create a new workbook. This section tells you how to do that.

Note:Alternately, you can browse for various online templates in Excel and use them instead. For more information, see Download free, pre-built templates.

1. Click File > New.

2. Click Personal.

   

3. Double-click the template you just created.

   Excel creates a new workbook that is based on your template.