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Microsoft Office

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Using and Creating Templates 9<br />

If you ever want to revert to the standard default workbook, just delete the book.xltx file.<br />

Using the worksheet template to change worksheet defaults<br />

When you insert a new worksheet into a workbook, Excel uses its built-in worksheet defaults for the worksheet.<br />

These default settings include items such as column width, row height, and so on.<br />

If you don’t like the default settings for a new worksheet, you can change them by following these steps:<br />

1. Start with a new workbook and delete all the sheets except one.<br />

2. Make any changes that you want to make, which can include column widths, named styles,<br />

page setup options, and many of the settings that are available in the Excel Options dialog<br />

box.<br />

3. When your workbook is set up to your liking, choose <strong>Office</strong> ➪ Save As.<br />

4. In the Save As dialog box, select Template (*.xltx) from the Save As Type box.<br />

5. Enter sheet.xltx for the filename.<br />

6. Save the file in your \XLStart folder.<br />

7. Close the file.<br />

8. Close and restart Excel.<br />

After performing these steps, all new worksheets that you insert by using any of these methods will be formatted<br />

like your sheet.xltx template:<br />

n<br />

n<br />

n<br />

n<br />

Clicking the Insert Worksheet button (next the last sheet tab)<br />

Choosing Home ➪ Cells ➪ Insert ➪ Insert Sheet<br />

Pressing Shift+F11<br />

Right-clicking a sheet tab, choosing Insert from the shortcut menu, and choosing the Worksheet<br />

icon in the Insert dialog box.<br />

Editing your templates<br />

After you create your book.xltx or sheet.xltx templates, you may discover that you need to change<br />

them. You can open the template files and edit them just like any other workbook. After you make your<br />

changes, save the file, and close it.<br />

Resetting the default workbook and worksheet settings<br />

If you create a book.xltx or sheet.xltx file and then decide that you would rather use the standard<br />

default settings, simply delete the book.xltx or sheet.xltx template file — depending on whether you<br />

want to use the standard workbook or worksheet defaults — from the XLStart folder. Excel then uses its<br />

built-in default settings for new workbooks or worksheets.<br />

TIP<br />

You can also rename or move the template files if you’d like to keep them for future use.<br />

Creating custom templates<br />

The book.xltx and sheet.xltx templates discussed in the preceding section are two special types of<br />

templates that determine default settings for new workbooks and new worksheets. This section discusses<br />

other types of templates, referred to as workbook templates, which are simply workbooks that you set up as<br />

the basis for new workbooks or worksheets.<br />

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