How To Create Excel Template

Dear Computer Lady,

Is there a way to set Excel 2007 so that a header and footer appear on all new documents instead of entering it on each separate document?

I read your column all the time. Thanks for all you help, Jayne

Dear Jayne,

Microsoft does have directions for setting up the default file for new documents, however, they are very technical, and a little hard to follow. You can read those directions here:

If you are looking for a solution that is a little simpler, I would suggest setting up a blank document in Excel with the header and footer they way you want it, then saving that file as a template. Once you have the template saved, you would be able to start a new spreadsheet based on that template. Here are the directions.

1. Open Excel, and set up the spreadsheet with the header and footer that you want to have in your new documents.

2. Click on the “File” tab, then click “Save As”.

3. In the Save As dialog box, find the line that says, “Save as type:” and click the drop down list in that line.

4. Click on, “Excel Template”, and type a name for the file.

5. Click the “Save” button.

Now that you have your template saved, all you have to do is open a new document based on that template…

1. Open Excel.

2. Click on the “File” tab, then click “New”.

3. Under “Available Templates” click on “My Templates”.

4. A small dialog box will open with a list of all the files you have saved as templates. Click on the template you just created, and click the “OK” button at the bottom of the dialog box.

I hope this helps you to quickly create just the type of document you are looking for.


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