Creating a Template and Deriving Workbook from Template

  1. Save your Excel file as a template by choosing File>Save As and choose Excel Template. Your file will be saved in the Custom Office Templates folder in the Documents folder. Then navigate to where you want the template file to be saved and save it again.
  2. Select the cells you want the user to be able to change. On the Home tab, in the Cells group, click Format, and then click Format Cells. In the Format Cells dialog box, click the Protection tab. Click to clear the check mark from the Locked check box. Click OK to close the Format Cells dialog box
  3. On the Home tab, in the Cells group, click Format, and then under Protection, click Protect Sheet

    The Protect Sheet dialog box dispay. The first two options (Select locked cells and Select unlocked cells) are checked by default. This allows the user to view the formulas, but not to change the content or format of the locked cells. Leave these two boxes checked.

    At the top of the dialog box, be sure the Protect worksheet and contents of locked cells check box is selected. Enter a password in the Password to unprotect sheet box, type a password.

  4. With the template open in Excel, click the File tab, click Save As, and then save it as an Excel Workbook. This creates a workbook derived from the template. Use a filename that clearly distinguishes the Excel workbook derived from the template from the Excel file you started off with in step 1.

Revised: March 31, 2019. Comments to Bill Pegram,