Creating Your Own Template Tab

If you have a slew of templates-workbooks, worksheets, or both-that you use on a regular basis, you can group them together to make it easier for you to manage them.

From within any workbook, choose the Office button → Save As... (pre-2007, File → Save As...). Then, from the Files of Type pop-up menu, select Excel Template (.xltx); for older versions, select Template (.xlt). By default Excel will select the standard Templates folder in which all your homegrown templates are kept.

If you want to create tabs in which to store your templates, create a subfolder by using the New Folder button.

On Mac OS X, Excel 2004 defaults to your My Templates directory for saving newtemplates, so this step is not needed.

Now, go to the Office button, select New, and click the "My templates" option button (for Excel 2000 and above, choose General Templates from the NewWorkbook dialog that will appear; for older versions, select File → New... on the worksheet menu bar). You should now see the tab you created on the dialog floating over your screen. You also should nowsee your Template workbooks and worksheets, as long as you saved them to this folder.

In Excel 2007, as a default if you do not create any tabs, your templates are stored under "My templates" in the My Templates tab.