Excel: Create your own template
In this practical tip, we will show you how to use Excel to create your own template and use it for your calculations.
Create your own templates in Excel
If you use recurring tables, you can create your own table or an entire folder with Excel, which you can save as a template. We show you how it works.
- Start Excel and enter all the important parameters that you need for your template. Remember not to enter all individual factors as this is intended to be a universal template.
- You can create an entire folder and label different worksheets. These are taken into account in the Excel template and can then be called up again.
- When you are finished, save the template by clicking on "Save As" in the menu. In Excel 2007, select "Other formats" in the "Save as" area.
- Then define a name for your template and look for "Excel template" in the "File type" area. For other versions of Excel, look for the ".xlt" or ".xltx" extension. See the screenshot for this.
- Then save the file as usual and open it whenever you need the template.
- You can then save the template under a different name and thus prevent the document from being overwritten.
A budget book is particularly useful as an Excel template. In another practical tip, we will show you how to create a household book with Excel.