How to Create Excel Templates

1.
Open an existing Excel spreadsheet that has all or most of the features you wish to use. Save it as a workbook with a different name, so that you don't accidentally lose any vital information.
2.
Delete any information that you do not want, such as names and numbers. Leave formulas that you will want to continue to use with the template.
3.
Create a new worksheet if you do not have an existing spreadsheet that contains the formatting you require. Format the cells, such as adding borders, choosing font options and entering formulas.
4.
Save the document by going to the 'File' menu and choosing 'Save As' in Excel 2003 or by clicking the Office button in Excel 2007 and clicking 'Save As.' In the 'Save As Type' dropdown, choose 'Template' and name your new template in the 'File Name' box. The location will default to your template folder. Click 'Save.'
5.
Use the Excel template you created by clicking 'New' in the 'File' menu in Excel 2003 or by clicking the 'Office' button and clicking 'New' in Excel 2007. Choose 'Templates On My Computer' and find the name of the template you created. Click to select it and then click 'OK.'