You may get a template whose design you can adjust to your spreadsheet requirements after you’ve found one. Choose it from the Excel or New screens by clicking its thumbnail. Excel then displays a dialogue box similar to the one in Figure below, which contains a more detailed description of the template and the size of the download file. Click the Build button to download the template and create a new Excel file from it.

After clicking the Create button, the Invoice with Finance Charge1 workbook appears in the Excel worksheet area produced from the Invoice with Finance Charge template. As you can see from the title bar of the Excel window in this image, Excel assigned this first workbook the temporary filename Sales Invoice when it created it from the original template file.

If you then use the Sales Invoice template again to duplicate this report, the computer will call that copy Sales Invoice2. You won’t have to worry about one copy overwriting the other, and you won’t have to worry about accidentally saving modifications to the original template file.

Replace the placeholder values in the new invoice worksheet with your data to personalize a spreadsheet created from one of the preconfigured templates. Change the Firm Name placeholder in column B2 with the real name of your company, and then replace the company slogan placeholder in cell B3, just below it, with your own company’s catchphrase or motto (assuming that your company has one).

Then you’d start filling in the corporate contact information, as well as the invoice number, date, and customer ID placeholders with your numbers, dates, and client IDs. For information on how to insert labels and values into worksheet cells. When filling in or updating data in a spreadsheet created from one of these ready-made templates, keep in mind that you have access to all of the worksheet’s cells, both those with standard headers and those that need customized data input.

Save the worksheet as you would a workbook that you generated from scratch after you’ve finished putting in the customized data.

Making Changes to Your Custom Templates and Saving Them 

You may save your modifications to the templates you downloaded so that the workbooks you create with them are simpler to use and fill out. For example, you may create your unique Invoice with a Financial Charge template by writing your business name, motto, and contact details in the top part of one created by the downloaded template. Follow these procedures to save your modifications to a downloaded design as a new template file: 

1. Press Ctrl+S; choose File Save from the File menu button, or click the Save button on the QA (Quick Access) Toolbar (the one with the disc symbol). The Store As page appears, where you may choose where to save the modified template file. 

2. In the Save As a page, choose the disc and folder where you save all of your template files. This One Drive personal templates folder might be local. However, you must record its location (since you will need to enter its pathname later in the Excel Options dialogue box) and set it as the location for any future personal templates you create. 

Excel opens the Store As dialogue box as soon as you pick the folder and disc where you want to save your template. Change the file type from a typical Microsoft Excel Workbook (*.xlsx) to Excel Template (*.xltx) in the Save as Type drop-down list box. 

3. Select Excel Template from the drop-down list after clicking the Save as Type drop-down button. Choose Excel 97–2003 Template (*.xlt) rather than Excel Template (*.xltx) from the Save as Category drop-down list if you require your new template file to work with previous versions of Excel (versions 97–2003). Excel stores the new template type in the earlier binary file type (instead of, the newer XML file type) and with the old.xlt mode rather than the newer.xltx filename extension once you do this. Click Excel Macro-Enabled Template (*.xltm) if your template includes macros that you want the user must be able to execute while generating the worksheet. 

As quickly as you alter the file type from Excel Workbook to Excel Template, Excel will recommend storing the new template in the folder set as laptop’s Preferred Personal Template Folder in the Excel Options dialogue box local disc (if you did not already select this folder in Step 2). You may overrule this advice and store it in a different folder, but you must notify Excel of the new specified directory as mentioned in the section after Step 5. 

4. Click on the File Name text box, then change the default filename as appropriate before closing the Save As dialogue box and saving your modified design in the Templates folder by clicking the Save button. You must still close the modified template file in the Excel work area once the Save As dialogue box has closed. 

5. To close the modified template file, click File Close, click Alt+FC, or click Ctrl+W.

Making Your Templates for Spreadsheets

You don’t have to depend on other people’s spreadsheet templates. Indeed, you may be unable to do so because, although others may be able to create the sort of spreadsheet you want, their design does not include and portray the data in the way that you desire or that your organization or customers demand.

Create templates using example workbooks that you’ve generated or that your organization has on hand if you can’t locate a ready-made template that meets the bill or that you can quickly alter to suit your requirements. The simplest method to make your template is to start with a workbook prototype with all the text, data, formulae, pictures, and macros it needs to operate.

Remove any headers, random text, and numbers special to the prototype and not general enough to appear in the spreadsheet template while preparing the prototype workbook. You could also wish to secure any generic data, such as the formulae that compute the numbers that you or your users enter into the worksheets created from the template, as well as headers that never need to be edited.

After you’ve double-checked the layout and information of the prefabricated data, save the workbook as a template file (.xltx) in your personal templates folder so you may reuse it to create future workbooks. As you may have observed while browsing the example templates, many spreadsheet templates forego the traditional worksheet grid of cells in favor of a design that is quite similar to that of a paper form. You may also remove the grid, utilize cell borders to highlight or outline significant groupings of cells, and color distinct cell groups to make them stand out when transforming a sample workbook into a template.

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