Jan 30 2022 12:15 PM - edited Jan 30 2022 12:16 PM
I have created a workbook that I would like to use as a template for all new .xlsx files that I create from file explorer. I have read several guides online and almost all of them say the same thing. I have created a custom workbook, named it Book.xltx and placed it in the both the following folders:
According to the guides I read online, all I have to do now is restart Excel, and then all the new .xlsx files I create from File Explorer will automatically use this template I created. But after closing Excel using Task Manager, and then opening it again, this does NOT happen. What am I doing wrong? And how can I fix this?
The guides I read online:
Jan 30 2022 01:39 PM
You should not save it as a workbook but as a template. Simply changing the extension from .xlsx to .xltx won't work.
Jan 30 2022 01:51 PM
Hi @Hans Vogelaar,
That is exactly what I did. I used Excel>File>Save As and selected the appropriate Template file extension and saved it directly to one of the folders I mentioned above. I copy and pasted the file into the other folder I mentioned above. I didn't change the name through File Explorer.
To clarify, when I open the file from File Explorer, it does properly open a new Excel workbook named Book1.xlsx and I'm able to save it separately from the template file as intended.
But that's not the ONLY thing I want to do. I want to overwrite Excel's default "New Workbook" when opening Excel. When I go to Excel>File>New>New Blank Template, I want Excel to open a new file based on the template that I created, not the one that Excel has by default.
Jan 30 2022 02:06 PM
SolutionAh - that won't work. The template you get by selecting File>New>New Blank Template is a built-in template that cannot be changed.
Book.xltx will be used when
- You start Excel.
- You press Ctrl+N.
- You click New on the Quick Access Toolbar.
Jan 30 2022 02:09 PM
Jan 30 2022 02:23 PM
I don't know why it doesn't work when you start Excel.
Jan 30 2022 02:37 PM
Jan 30 2022 02:06 PM
SolutionAh - that won't work. The template you get by selecting File>New>New Blank Template is a built-in template that cannot be changed.
Book.xltx will be used when
- You start Excel.
- You press Ctrl+N.
- You click New on the Quick Access Toolbar.