How to edit/change a personal template in Excel?
For example, you have created an Excel template before, and now you need to make some changes in the template file. As you know, when we open an Excel template file directly, it will only create a workbook with this template applied. So how to edit or change a personal Excel template? In this article, I will introduce two methods to edit or change a personal template in Excel.
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Method 1: Edit or change a personal template in Excel
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- Strictly speaking, the above method is not to edit or change an Excel Template, but to overwrite. Actually we can open an Excel template and then edit it directly. Step 1: Open the Excel template you want to edit or change: In Excel 2013, click the File Open Computer Browse. In Excel 2007 and 2010, click the File/Office button Open.
For example, I need to edit or change an Excel template named as Gantt Chart with Conditional Format, and I will show the detailed steps to edit this Excel template as following:
Step 1: Create a workbook with the original template applied:
- In Excel 2013, click the File > New > Personal, and then find out and select the original template. In our case, we select the Gantt Chart with Conditional Format template.
- In Excel 2007 and 2010, click the File > New > My Template, and find out and select the original template.
Step 2: Edit and make any changes in the opening workbook.
Step 3: Click the File > Save > Computer > Computer > Browse in Excel 2013, or click the File / Office Button > Save in Excel 2007 and 2010.
Step 4: In the coming Save As dialog box,
(1) Enter the name of original template in the File name box, in our case we enter Gantt Chart with Conditional Format. Is alexa comaptable with windows and mac.
(2) Click the Save as type box and select Excel Template (*.xltx) from drop down list,
(3) Click the Save button.
Note: Normally we save Excel templates into the default save location. If your Excel template is saved in a custom folder, you need to find out and open the custom folder in the Save As dialog box.
Step 5: In the opening Confirm Save As dialog box, click the Yes button.
Now we have edited or changed the specified Excel template already.
Save range as mini template (AutoText entry, remaining cell formats and formulas) for reusing in future
Normally Microsoft Excel saves the whole workbook as a personal template. But, sometimes you may just need to reuse a certain selection frequently. Comparing to save the entire workbook as template, Kutools for Excel provides a cute workaround of AutoText utility to save the selected range as an AutoText entry, which can remain the cell formats and formulas in the range. And then you will reuse this range with just one click. Full Feature Free Trial 30-day!
Method 2: Edit or change a personal template in Excel
Strictly speaking, the above method is not to edit or change an Excel Template, but to overwrite. Actually we can open an Excel template and then edit it directly.
Step 1: Open the Excel template you want to edit or change:
- In Excel 2013, click the File > Open > Computer > Browse.
- In Excel 2007 and 2010, click the File/Office button > Open.
Step 2: In the popping up Open dialog box,
(1) Find out and open the folder where your Excel template is saved;
Note: If your Excel templates are saved in the default save location, you can paste the following paths into the Address box and press Enter key to open the default save folder of Excel Templates quickly.
Now we have edited or changed the specified Excel template already.
Save range as mini template (AutoText entry, remaining cell formats and formulas) for reusing in future
Normally Microsoft Excel saves the whole workbook as a personal template. But, sometimes you may just need to reuse a certain selection frequently. Comparing to save the entire workbook as template, Kutools for Excel provides a cute workaround of AutoText utility to save the selected range as an AutoText entry, which can remain the cell formats and formulas in the range. And then you will reuse this range with just one click. Full Feature Free Trial 30-day!
Method 2: Edit or change a personal template in Excel
Strictly speaking, the above method is not to edit or change an Excel Template, but to overwrite. Actually we can open an Excel template and then edit it directly.
Step 1: Open the Excel template you want to edit or change:
- In Excel 2013, click the File > Open > Computer > Browse.
- In Excel 2007 and 2010, click the File/Office button > Open.
Step 2: In the popping up Open dialog box,
(1) Find out and open the folder where your Excel template is saved;
Note: If your Excel templates are saved in the default save location, you can paste the following paths into the Address box and press Enter key to open the default save folder of Excel Templates quickly.
Excel 2013's personal templates: C:Users%Username%DocumentsCustom Office Templates
Excel 2007/2010' templates: C:Users%username%AppDataRoamingMicrosoftTemplates
(2) Click to select the Excel template you want to edit;
(3) Click the Open button.
Step 3: Make any changes into the opening Excel template.
Step 4: Save the Excel template by clicking the File / Office Button > Save.
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1. On the Review tab. in the Changes group,click Allow Users to Edit Ranges:
Note: This command is available only when the spreadsheet is not protected.
2. Do one of the following:
How To Edit Excel Sheet On Machine
- To modify an existing editable range, select it in the Ranges unlocked by a password when sheetis protected box, and then click Modify.
- To delete an editable range, select it in the Ranges unlocked by a password when sheet isprotected box, and then click Delete.
- To add a new editable range, follow next steps:
1. Click New to open dialog box:
2. In the Title box, type the name for therange that you want to unlock.
3. In the Refers to cells box, type anequal sign (=), and then type the reference of the range that you want to unlock. You can also click theCollapse Dialog button, select the range in the spreadsheet, and then click the CollapseDialog button again to return to the dialog box.
4. In the Range password box, type apassword that allows access to the range. The password is optional. If you don't supply a password, thenany user can edit the cells.
5. Click Permissions to open dialog box:
6. Add users that you want to be able to edit theranges or remove them, and then click OK three times.
3. After all changes, in the Allow Users to EditRanges dialog box, click the Protect Sheet.. button to open the Protect Sheetdialog box:
4. In the Allow all users of this worksheet to list,select the elements that you want users to be able to change (see Protect Excel spreadsheetoptions).
How To Edit Excel Sheet On Mac Os
5. In the Password to unprotect sheet box, type apassword for the sheet, click OK, and then retype the password to confirm it.
Note: The password is optional. If you don't supply a password, then any user canunprotect the sheet and change the protected elements. Make sure that you choose a password that is easyto remember, because if you lose the password, you cannot gain access to the protected elements on thespreadsheet.
See also this tip in French:Comment autoriser des utilisateurs spécifiques à modifier des plages dans une feuille de calcul protégée.