1 00:00:01,110 --> 00:00:05,920 Now let's take a look at how you can create your own Excel template. 2 00:00:05,960 --> 00:00:11,820 This way anytime you want to create a new workbook you can use that template as your starting point. 3 00:00:11,820 --> 00:00:14,900 What's the advantage? You get a quicker start. 4 00:00:14,970 --> 00:00:21,780 Because if you need to use specific themes or specific cell styles, they're already going to be inside 5 00:00:21,840 --> 00:00:26,460 that workbook. You don't have to go and define them for each workbook. 6 00:00:26,460 --> 00:00:28,830 Let's see how we can set up a template. 7 00:00:28,830 --> 00:00:31,720 My first advice is to start off from a blank new workbook 8 00:00:31,740 --> 00:00:36,510 So press control+N, open a workbook that's empty. 9 00:00:36,510 --> 00:00:38,850 Then go and define what you need. 10 00:00:38,850 --> 00:00:44,670 For example, you might have your own specific cell styles you want to use. Go and define them in that 11 00:00:44,730 --> 00:00:46,200 empty workbook. 12 00:00:46,250 --> 00:00:47,460 Now for demonstration. 13 00:00:47,460 --> 00:00:51,880 I'm just going to create a quick one just so that we see it in the theme. 14 00:00:51,930 --> 00:00:57,820 I call this "Leila" and let's just add simple formatting to this. 15 00:00:57,870 --> 00:01:02,790 Let's just change this to Orange and go with ok and ok. 16 00:01:03,060 --> 00:01:06,990 So we see that Leila up here it's in the custom here. 17 00:01:07,020 --> 00:01:13,080 Now in addition to this I'm also going to define a different theme for the entire workbook. 18 00:01:13,140 --> 00:01:16,260 I select the one we created in the previous lecture. 19 00:01:16,260 --> 00:01:20,500 Now you can also add some sheets that you always need. 20 00:01:20,520 --> 00:01:28,850 So let's say I usually need three sheets and the first sheet is called index. And I have a heading here 21 00:01:28,860 --> 00:01:39,130 so I'll just add a placeholder heading and update that style. Let's actually apply it to this range. 22 00:01:39,160 --> 00:01:42,970 Let's also remove the grid lines from this. 23 00:01:43,030 --> 00:01:45,520 So now I want to save this as a template. 24 00:01:45,610 --> 00:01:49,240 So every time I open the template, I see this index tab. 25 00:01:49,240 --> 00:01:55,170 I have my own cell styles and I have the theme that I chose. To save this as a template. 26 00:01:55,180 --> 00:01:58,550 Go to File > Save as, Browse. 27 00:01:58,570 --> 00:02:04,960 The first thing to do is change the type from XLSX to a template. 28 00:02:04,990 --> 00:02:06,640 It's this one down here. 29 00:02:06,640 --> 00:02:08,199 Notice what happened. 30 00:02:08,199 --> 00:02:12,830 Excel is choosing its default place for template to save this in. 31 00:02:13,060 --> 00:02:17,810 Just leave that default place because it's going to be easier to find your template. 32 00:02:17,830 --> 00:02:19,060 Give it a name. 33 00:02:19,090 --> 00:02:27,160 Leave the extension as is and press save. Ok so this extension represents a template and not a 34 00:02:27,160 --> 00:02:28,450 normal Excel file. 35 00:02:28,900 --> 00:02:30,880 I'm just going to close this file. 36 00:02:31,240 --> 00:02:34,290 I went back to my previous file here that I had opened. 37 00:02:34,390 --> 00:02:39,540 But now let's say I want to create a new workbook and I want to base it off that template. 38 00:02:39,550 --> 00:02:41,410 How do I find that template? 39 00:02:41,560 --> 00:02:44,720 Go to File > New, and notice right here 40 00:02:44,740 --> 00:02:46,660 I see my template. 41 00:02:46,750 --> 00:02:51,690 I can also pin it if this is something I'm going to use often. Under Personal, 42 00:02:51,700 --> 00:02:55,170 you will also see all the other templates that you've saved. 43 00:02:55,300 --> 00:02:56,970 I'm just going to select this. 44 00:02:57,100 --> 00:03:03,040 It's going to open a template and then I can save this as a normal Excel workbook. 45 00:03:03,040 --> 00:03:11,050 Let's say I make some adjustments and now I want to save. The moment I press Control+S, Excel wants to 46 00:03:11,050 --> 00:03:14,130 save this as an XLSX document. 47 00:03:14,200 --> 00:03:20,640 I can change the location from here and I can give it another name and then click on save 48 00:03:20,710 --> 00:03:23,560 And now it became a normal Excel file. 49 00:03:23,800 --> 00:03:31,300 The advantage of using a template over an empty workbook is that it forces you to save it as an Excel file. 50 00:03:31,300 --> 00:03:38,440 Whereas with the normal workbook, you can forget. You could add your changes and save it and then 51 00:03:38,440 --> 00:03:40,480 your template was just changed. 52 00:03:40,510 --> 00:03:44,140 Now is everything available to us and is our theme the same. 53 00:03:44,530 --> 00:03:50,680 This Leila new custom is there in this new workbook and let's go and check our theme. 54 00:03:50,740 --> 00:03:54,950 It's using the theme that I selected for that template. 55 00:03:55,000 --> 00:03:58,900 Okay so that's the advantage of using an Excel template. 56 00:03:58,960 --> 00:04:05,440 You keep all your specifics inside the workbook and you can reuse it in new workbooks.