Considerations for Excel Templates

Keep the following best practices in mind when creating Excel templates.

  1. Custom Cell Styles and Table Styles will be available to any workbooks based on the template. So, be sure that custom styles are Theme-ready if you want to allow Theme-switching. Also, consider details to simplify working with styles, such as setting your preferred default table style.

  2. Watch for potential user complications in workbooks saved as templates. For example, avoid hidden rows, columns, or sheets in your template unless they’re intentional, to avoid leaving unwanted content in the workbooks created from the template. Also, remove any print area settings or frozen panes, unless they’re intuitive and would be applicable to any use ...

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