Tuesday, March 22, 2011

How to Create a Template for Excel 2003


1. Open Excel 2003 and locate a workbook that you want to base you template on. Click 'File' and 'Open' on the menu bar. Search your computer for the workbook. Click the workbook and select the 'Open' button. The workbook opens.
2. Review the workbook and decide what information will remain in the workbook after it becomes a template. Information that would remain would be date formulas, contact information, company logo and other information relevant to your project. Remove any information that refers to a specific customer or vendor if this workbook will be used for all of customers and vendors.
3. Save the workbook by clicking 'File' on the menu bar. Click 'Save As.' Change your save as type to 'Template.' Type a template name in the 'File Name' field. Click 'Save.' Your template is now saved and is available for use in your future projects.

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