Quickly Enhance Productivity Using Excel Template Designs

Quick Links

• Applying an Excel Theme
• How to Create a Custom Theme
• How to Save your Custom Theme

An Excel theme is a collection of colors, fonts, and effects that you can apply to a workbook with a couple of clicks. Themes ensure a consistent and professional look to your reports, and they let you more easily adhere to company branding and identity guidelines.

Applying an Excel Theme

You will find the themes under the “Page Layout” tab of Excel.

You can select a theme for your workbook, which would apply the collection of colors, fonts, and shape effects.

Or, you could select just a specific color or font theme to apply.

Excel features many built-in themes (and also color and font themes) that you can apply to a workbook for visual impact, saving you time trying to choose colors and fonts by hand that would work well together.

The image below shows the Blue Green color theme applied to a workbook. Both charts adopt the color theme, keeping a consistent look and feel.

How to Create a Custom Theme

This is great! But the ability to create a custom theme is where the magic is.

Create a Custom Color Theme

Click on the “Colors” list in the Themes group and click “Customize Colors” from the bottom of the list.

This will open the Create New Theme Colors window.

Enter a name for your new color theme. In this example, I am creating a color theme for the marketing team.

You then select the colors you would like available in this theme from the lists and click “Save” when you’re done.

This color theme is then available from the list of options to apply to the workbook.

The image below shows the theme applied and its impact on the charts and also to the cells behind the list.

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The applied theme will also affect the options you get when applying colors in other areas of Excel. For example, you can see the color selection now available when applying fill color.

The options are variations of the colors I selected in the Marketing theme.

Click the “Fonts” button and click “Customize Fonts.”

The Edit Theme Fonts window opens.

Enter a name for your font theme and select the fonts you want to use for the “Heading font” and the “Body font” from the lists. Click “Save.”

This font theme is then available in the “Fonts” list and is applied to the workbook below.

The Effects Theme

The effects theme is a selection of shadows, reflections, lines, and other effects that can be applied to shapes.

You cannot customize these themes, but you can select one from the list provided by the “Effects” button.

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How to Save your Custom Theme

With the custom color and font themes created and applied, they can be saved together into one theme.

Click the “Themes” button and click “Save Current Theme.”

The Save Current Theme window opens. A theme is a THMX file and can be saved just like an Excel workbook.

Enter a file name for the theme.

The default location is in the templates folder. Excel automatically looks here for the themes, so it is encouraged to save it here; however, you can save a theme anywhere. Click “Save.”

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The theme can now be applied to any workbook from the “Themes” button.

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