Question description:
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I need a way to set a default Excel template which will open when ever I open excel.
I have a preference for Date format, column and row structure, reference column and freeze panes that I use in almost all sheets. Currently I have to reformat each time I open a new sheet or else re-open a saved version.
In prior versions of excel I was able to change the base template.
That is my question.
Solved by I. J. in 40 mins
This is the chat thread from the real Excelchat help session. It contains no private user
information.
Excelchat Expert
15/10/2018 - 02:22
"Welcome to Excelchat,
Excelchat Expert
15/10/2018 - 02:23
I see that your question is about chaining default format..
Excelchat Expert
15/10/2018 - 02:24
I can help you with that problem.
User
15/10/2018 - 02:25
Waiting
Excelchat Expert
15/10/2018 - 02:25
first you need to create a new workbook, format the workbook as you need.
User
15/10/2018 - 02:26
OK, all done
Excelchat Expert
15/10/2018 - 02:26
what version are you using?
User
15/10/2018 - 02:27
This one is Excel 2016
User
15/10/2018 - 02:27
Question applies to anything after 2010
Excelchat Expert
15/10/2018 - 02:28
Click the File > Save > Computer > Browse
Excelchat Expert
15/10/2018 - 02:29
In the coming Save As dialog box
Excelchat Expert
15/10/2018 - 02:29
Name the new template as Book in the File name box
User
15/10/2018 - 02:29
ok
User
15/10/2018 - 02:30
Defaults to book 1. Now where is it to be saved to override the current template
Excelchat Expert
15/10/2018 - 02:30
Name the new template as Book
User
15/10/2018 - 02:30
Done. Now where is it to be saved to override the current default template
Excelchat Expert
15/10/2018 - 02:31
Click the Save as type box and specify the Excel Template (*.xltx) from the drop down list
User
15/10/2018 - 02:32
don't seem to have that extension. There is a xltm
User
15/10/2018 - 02:32
wait, found it
Excelchat Expert
15/10/2018 - 02:32
Remove the saving path in the Address box, and then paste the following path into the Address box and press the Enter key.
Excelchat Expert
15/10/2018 - 02:32
C:\Documents and Settings\%username%\Application Data\Microsoft\Excel\XLSTART
Excelchat Expert
15/10/2018 - 02:33
Click the Save button.
Excelchat Expert
15/10/2018 - 02:33
Restart Microsoft Excel.
User
15/10/2018 - 02:34
program crashed. One moment
Excelchat Expert
15/10/2018 - 02:34
ok
User
15/10/2018 - 02:35
Didn't save. I'll have to try again
User
15/10/2018 - 02:35
While we are at it, is there anyway to skip the default template page on open?
User
15/10/2018 - 02:35
The one that gives the option of opening blank document or one of the multiple templates available
Excelchat Expert
15/10/2018 - 02:36
if done..you can simple click Cntl+N..
Excelchat Expert
15/10/2018 - 02:37
and default workbook will be open..
User
15/10/2018 - 02:37
Great. Now back to the original problem
Excelchat Expert
15/10/2018 - 02:37
Save it as a template named Book.xltx in the folder %appdata%\Microsoft\Excel\XLSTART
User
15/10/2018 - 02:37
I'm getting an error message that the file name can't use special characters
User
15/10/2018 - 02:38
It seems to be objecting to the %
User
15/10/2018 - 02:38
Maybe I can override with actual user name
Excelchat Expert
15/10/2018 - 02:38
idea is saving template at XLSTART folder..
Excelchat Expert
15/10/2018 - 02:39
hold on please..
Excelchat Expert
15/10/2018 - 02:40
do not put path in File name..
User
15/10/2018 - 02:41
none?
User
15/10/2018 - 02:41
Then how will it overwrite the template?
Excelchat Expert
15/10/2018 - 02:41
for File Name box only enter Book.xlst
User
15/10/2018 - 02:41
Got it
User
15/10/2018 - 02:41
just overwrote the template
Excelchat Expert
15/10/2018 - 02:41
and put %appdata%\Microsoft\Excel\XLSTART in the address box.. top..
Excelchat Expert
15/10/2018 - 02:42
and press enter..
User
15/10/2018 - 02:42
found a different way, but it worked.
Excelchat Expert
15/10/2018 - 02:42
ok..
Excelchat Expert
15/10/2018 - 02:42
good..
Excelchat Expert
15/10/2018 - 02:42
restart Excel..
User
15/10/2018 - 02:43
Now back to question 2 If I use "CtrlN" it opens a new tab. Because I use mutliple screens I need to reopen a new Excel screen
Excelchat Expert
15/10/2018 - 02:43
what do you mean multiple screens..
User
15/10/2018 - 02:43
Wait, with the newer versions it seems to work. Thanks for your help.
Excelchat Expert
15/10/2018 - 02:44
ok..
Excelchat Expert
15/10/2018 - 02:44
glad to it works out..
Excelchat Expert
15/10/2018 - 02:45
Do you have any other questions about this problem and the solution?
Excelchat Expert
15/10/2018 - 02:55
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Excelchat Expert
15/10/2018 - 02:55
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Excelchat Expert
15/10/2018 - 02:55
♥¸.,·´`°³о♥ Have a nice day ♥¸.,·´` ..
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