Penn State College of Agricultural Sciences

Use & Create a Template in Excel


A template is a collections of styles and formats that you apply to an entire worksheet at the same time. Templates can save you time since you are easily able to apply a template to the worksheet you are working on. Excel has many templates built in the program.



How To Use a Template:

  1. Open Excel.
  2. From the File menu choose New.
  3. Click the Spreadsheet Solutions tab.
  4. Select the desired template.
  5. Click OK.
    • If asked to Enable Macros, click Yes.
    • A new worksheet opens and displays the template information.
  6. When you save the worksheet you will need to name it.
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How to Create a Template:

  1. Open or create a worksheet you want to use as the basis for the template.
  2. From the File menu choose Save As to open the Save As dialog box.
  3. From the Save as Type list, select Template.
  4. In the File name box, enter a name for the template.
  5. Click Save.
    • Make sure the file is being saved inside the Templates folder located inside the Microsoft folder.
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How to Modify a Template:

  1. Open the template you want to modify.
  2. Make desired changes.
  3. Click Save.
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Penn State University College of Agricultural Sciences