Default Headers and Footers

Written by Allen Wyatt (last updated June 19, 2021)
This tip applies to Excel 97, 2000, 2002, and 2003

1

Let's face it—when you first start Excel, the headers and footers used in your workbook are pretty boring. In fact, you may be getting tired of changing the default headers and footers on each new workbook you create. If you find yourself in this boat, you can set the headers and footers so they default to anything you desire. You can also create any other "customizations" for your worksheet in this same manner. Simply follow these steps:
  1. Open a new Excel workbook.
  2. Set up the workbook the way you want it to appear, by default. This should include (but not be limited to) headers, footers, and the like.
  3. Choose Save As from the File menu. Excel displays the Save As dialog box. (See Figure 1.)

    4. Figure 1. The Save As dialog box.

  4. In the Save As Type pull-down list at the bottom of the dialog box, select Template (*.xlt).
  5. The file name you use should be Book.xlt.
  6. Save your newly created template in the XLStart folder. (Do not save it in the default template folder.)
That's it. Now, any time you create a new workbook, Excel uses your template (Book.xlt) as its model for what you want. If you are unsure of where the XLStart folder is located (step 6), use the Find feature of Windows to locate the folder. Its exact location can vary depending on how Excel was installed on your machine, as well as the version you are using. You should note that if you are using Excel in a networked environment, you may not have the proper permissions to modify or save anything in the XLStart folder on the server. If you are in this situation, you can get around it in the following manner:
  1. Create your own "startup folder" on your local machine. You can name the folder anything you like.
  2. Store the Book.xlt template file in the folder you created.
  3. Within Excel, choose Options from the Tools menu. This displays the Options dialog box.
  4. Make sure the General tab is selected. (See Figure 2.)

    5. Figure 2. The General tab of the Options dialog box.

  5. At the bottom of the dialog box, change the Alternate Startup File Location to the complete path of your own startup folder (the one you created in step 1).
  6. Click on OK to close the Options dialog box.
  7. Close and restart Excel.
There is one other caveat to this tip: If you use the Worksheet option from the Insert menu to add a new worksheet to your workbook, the new worksheet will not have the settings (including the header and footer) set the way you want them. To handle this circumstance, follow these steps:
  1. Open a new Excel workbook, after doing the previous steps. In this instance, all your settings should be just the way you want them.
  2. Delete all the worksheets from the workbook except one.
  3. Choose Save As from the File menu. Excel displays the Save As dialog box.
  4. In the Save As Type pull-down list at the bottom of the dialog box, select Template (*.xlt).
  5. The file name you use should be Sheet.xlt.
  6. Save your newly created template in the XLStart folder, not in the default template folder.
Now, when you insert a worksheet, it will be based on the single sheet you saved in Sheet.xlt.

ExcelTips is your source for cost-effective Microsoft Excel training. This tip (2635) applies to Microsoft Excel 97, 2000, 2002, and 2003.

Author Bio

Allen Wyatt

With more than 50 non-fiction books and numerous magazine articles to his credit, Allen Wyatt is an internationally recognized author. He is president of Sharon Parq Associates, a computer and publishing services company. ...

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What is 9 - 8?

2024-05-15 10:20:29

Louis Arsenault

I use excel to prepare reports imported from Sage 50 Accounting. Every week I produce the same reports with the weekly information. Every week I do the same sorting, add the same formulas and then customize the report for visualization. Then I preview the report and customize the the printing options. I Increase the top margin then place the file name on the header. Weekly I have to open the settings and change the font type and font size before printing. Can I set the top margin to the desired height, the font type to the desired one and the font size to the desired one so the it will be there weekly

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