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1. Reducing Workbook and Worksheet Frust... > 6. Customize the Templates Dialog an...

Customize the Templates Dialog and Default Workbook

If you tend to perform the same tasks or use the same spreadsheet layouts again and again, you can build your own Template tab into Excel’s standard Insert Template dialog to provide a quick starting point.

Imagine you have a spreadsheet containing days of the year and formulas summarizing various data for the days. You have formatted this spreadsheet beautifully with your company colors, logo, and required formulas, and you need to use it on a daily basis. Instead of reinventing the wheel (or copying and deleting what you don’t need) each day, you can save yourself a lot of time and trouble by creating a template.

Excel’s worksheet and workbook templates provide you with a running start on your next project, enabling you to skip the initial setup, formatting, formula-building, and so on. Saving a template worksheet simply means opening a new workbook, deleting all but one worksheet, and then creating the basic template you will be using. Once you’re finished, select File


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