excel

How To Change A Template In Excel

Jump to

    Changing an Excel template can streamline your data management and enhance your productivity. This process involves a few clear steps that can significantly impact the efficiency of your workflow.

    Our guide provides a straightforward approach to modifying Excel templates to suit your needs. We will also explore why Sourcetable offers a more user-friendly alternative for this task compared to traditional Excel methods.

    How to Change an Excel Template

    Accessing the Template

    To modify an Excel template, first open the template file. Excel templates typically have the extension .xltx or .xltm if they contain macros.

    Editing the Template

    Edit the template to meet your specific needs. You can change formulas, formatting, and structure within the template. Save your changes to update the template for future use.

    Saving the Template

    Once your modifications are complete, save the template. Use the "Save As" feature and select the appropriate template format to ensure your changes are saved correctly.

    Utilizing Modified Templates

    With your customized template saved, you can streamline tasks more effectively, saving time and effort while highlighting important data sets.

    Common Use Cases

    • excel

      Customizing budget tracking sheets for personal finance management

    • excel

      Updating company invoice templates to reflect brand changes

    • excel

      Creating standardized project reporting formats for team usage

    • excel

      Adjusting calendar templates for event planning

    • excel

      Tailoring educational assessment templates for different classes or subjects

    Excel vs. Sourcetable: A Side-by-Side Comparison

    Excel is a versatile spreadsheet application known for its robust functionality and widespread use in various industries. It offers comprehensive tools for data analysis, complex calculations, and customizable data visualization.

    Sourcetable, on the other hand, is a modern spreadsheet platform designed for streamlined data integration. It simplifies the process of aggregating data from multiple sources, enabling users to perform queries within a familiar spreadsheet interface.

    Unlike Excel, Sourcetable boasts an AI copilot feature. This innovative tool assists users in creating formulas and templates, facilitating a more interactive and efficient data management experience.

    In comparing Excel and Sourcetable, potential users should consider the need for advanced data integration versus the requirement for traditional spreadsheet capabilities. While Excel excels in detailed data manipulation, Sourcetable shines in its AI-driven, user-friendly approach to data consolidation.

    Recommended Reading



    Try Sourcetable To Get Insights From Your Data

    Ask questions about your data in a powerful spreadsheet that your whole team knows how to use. Get unlimited access free for 14 days.


    Try out Sourcetable
    Drop CSV