Skip to main content

How to create sheet template and apply it in Excel?

A worksheet template is very useful for our Excel users which can help us to save a lot of time when we need to create the same worksheet formatting over and over. After creating a worksheet template, we can quickly insert it into any workbooks repeatedly. In this article, I will talk about how to create and use a sheet template in Excel.

Create a sheet template and apply it in Excel


arrow blue right bubble Create a sheet template and apply it in Excel

Please do with following steps to create a worksheet template:

1. Create a new Excel file, and remove other worksheets but leave only one worksheet.

2. Edit and format the worksheet to your need. See screenshot:

doc-create-sheet-template-1

3. Then click File > Save As in Excel2007/2010, and in Excel 2013, click File > Save As > Browse. And then in the Save As dialog box, type a name for your template worksheet in the File name field, and then click drop down list from Save as type field and choose Excel Template option, see screenshot:

doc-create-sheet-template-1

Tip: In the Save As dialog box, you needn’t change the file path, the new file will be saved to the Template folder by default.

4. And click Save button to save this template worksheet.

5. After creating the worksheet template, and now, open an Excel file, right click the worksheet tab and select Insert, see screenshot:

doc-create-sheet-template-1

6. And in the pop out Insert dialog box, select the sheet template that you are created under General tab, see screenshot:

doc-create-sheet-template-1

7. Finally, click OK button, and your worksheet template is inserted into the workbook quickly.

Note: If you want to remove the worksheet template, you just need to select the template sheet in the Insert dialog, and right click, then choose Delete, see screenshot:

doc-create-sheet-template-1

Best Office Productivity Tools

Supports Office/Excel 2007-2021 and 365  |  Available in 44 Languages  |  Easy to Uninstall Completely

Popular Features: Find/Highlight/Identify Duplicates   |  Delete Blank Rows   |  Combine Columns or Cells without Losing Data   |   Round without Formula ...
Super Lookup: Multiple Criteria VLookup    Multiple Value VLookup  |   VLookup Across Multiple Sheets   |   Fuzzy Lookup ....
Advanced Drop-down List: Quickly Create Drop Down List   |  Dependent Drop Down List   |  Multi-select Drop Down List ....
Column Manager: Add a Specific Number of Columns  |  Move Columns  |  Toggle Visibility Status of Hidden Columns  |  Compare Ranges & Columns ...
Featured Features: Grid Focus   |  Design View   |   Big Formula Bar    Workbook & Sheet Manager   |  Resource Library (Auto Text)   |  Date Picker   |  Combine Worksheets   |  Encrypt/Decrypt Cells    Send Emails by List   |  Super Filter   |   Special Filter (filter bold/italic/strikethrough...) ...
Top 15 Toolsets12 Text Tools (Add Text, Remove Characters, ...)   |   50+ Chart Types (Gantt Chart, ...)   |   40+ Practical Formulas (Calculate age based on birthday, ...)   |   19 Insertion Tools (Insert QR Code, Insert Picture from Path, ...)   |   12 Conversion Tools (Numbers to Words, Currency Conversion, ...)   |   7 Merge & Split Tools (Advanced Combine Rows, Split Cells, ...)   |   ... and more

Kutools for Excel Boasts Over 300 Features, Ensuring That What You Need Is Just A Click Away...

Supercharge Your Excel Skills: Experience Efficiency Like Never Before with Kutools for Excel  (Full-Featured 30-Day Free Trial)

kte tab 201905

60-Day Unconditional Money-Back GuaranteeRead More... Free Download... Purchase... 

Office Tab Brings Tabbed interface to Office, and Make Your Work Much Easier

  • Enable tabbed editing and reading in Word, Excel, PowerPoint, Publisher, Access, Visio and Project.
  • Open and create multiple documents in new tabs of the same window, rather than in new windows.
  • Increases your productivity by 50%, and reduces hundreds of mouse clicks for you every day! (Full-Featured 30-Day Free Trial)
60-Day Unconditional Money-Back GuaranteeRead More... Free Download... Purchase... 
 
Comments (4)
No ratings yet. Be the first to rate!
This comment was minimized by the moderator on the site
Simply stated. The new template in the customs file does not show up when the insert sheet tab is selected
This comment was minimized by the moderator on the site
When I create and save a template it does not appear in the Insert box
This comment was minimized by the moderator on the site
It works for me, but only if I let the template be saved to C:\Users\[my name]\AppData\Roaming\Microsoft\Templates, which isn't terribly helpful if creating company templates
This comment was minimized by the moderator on the site
Same here, I followed the instructions for saving it but only see Worksheet, Chart, MS Excel 4.0 Macro and MS Excel 5.0 Dialog in the Insert dialog
There are no comments posted here yet
Please leave your comments in English
Posting as Guest
×
Rate this post:
0   Characters
Suggested Locations