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How to Find and Insert Custom Excel Templates (.xltx)
Question details
The user needs to locate and insert custom .xltx templates into a workbook, as they do not appear under the expected Spreadsheet Solutions menu.
- Product
- Microsoft Excel
- Device & OS
- not provided
- Scenario
- Attempting to use a custom template saved in the Office Templates folder to generate a new spreadsheet or insert into an existing workbook.
- Observed behavior
- Custom .xltx templates saved in the Office Templates\1033 folder fail to appear under Excel’s Spreadsheet Solutions insertion option.
Verify that your custom template (.xltx) is correctly saved on your local drive and take note of the folder path where it is located.
Locate and Open Templates via the Personal Tab
Access your saved user templates through Excel's designated Personal templates area instead of the Spreadsheet Solutions folder.
Microsoft Excel separates built-in system templates from user-created custom templates. Navigating to the correct tab allows you to view and apply your custom .xltx files seamlessly.
Open Microsoft Excel and click on the 'File' tab located in the top-left corner of the window.
Click on 'New' from the left-hand navigation pane to view the template gallery.
Click on the 'Personal' (or 'Custom') tab, which is located right next to the default 'Featured' templates heading.
Locate your saved .xltx template in the list and click on it to open a new workbook based on that template.
To use the template's sheets in an already open workbook, right-click the sheet tab at the bottom, select 'Move or Copy', select your target workbook from the dropdown, check 'Create a copy', and click 'OK'.
Create and Manage Custom Templates Seamlessly with WPS Office
If you frequently work with formatted spreadsheets, WPS Spreadsheets provides a highly intuitive way to save, access, and insert custom templates. It handles standard template formats flawlessly, saving you from navigating complex system folders.
- 1. Open WPS Spreadsheets: Launch WPS Office and click on 'Spreadsheet' from the main dashboard to start working.
- 2. Access Custom Templates: Click on 'Menu' > 'New' and select the 'Custom' or 'Local Templates' tab to quickly access your saved files.
- 3. Save a New Template: To save your current sheet as a template, go to 'Menu' > 'Save As' and choose the 'WPS Spreadsheet Template (*.xltx)' format from the dropdown.
Frequently Asked Questions
Why are my custom templates missing from the Spreadsheet Solutions tab?
Microsoft Excel stores user-generated custom templates separately from built-in system templates. They are automatically routed to the 'Personal' or 'Custom' section under the File > New menu, rather than the default Spreadsheet Solutions folder.
Where are personal Excel templates saved by default?
By default, Excel saves custom templates in the 'Documents\Custom Office Templates' folder or the 'AppData\Roaming\Microsoft\Templates' directory, depending on your Windows configuration and Office version.
Can I change where Excel looks for custom templates?
Yes. You can change the default location by going to File > Options > Save. Look for the 'Default personal templates location' text box, enter your preferred folder path (such as the Office Templates\1033 directory), and click OK.
