Create Workbooks from Templates

Workbook templates allow users to templatize and share workbook structures for quick and consistent reuse. This article covers how to explore and create new workbooks from existing templates.

Summary of Content

Requirements
Create a Workbook from a Template
Related Resources

Requirements

  • To explore an existing template or create a new workbook based on a template, you must:
    • be assigned an Explorer, Creator or Admin account type
    • have “Can Use” access to the template

Create a Workbook from a Template

  1. Open your Templates gallery page.
    You can access this page from:
    • the left-side navigation panel on your home page, or
    • the quick navigation menu (Screen_Shot_2021-11-18_at_11.08.00_AM.png), located in the top left corner of any document page.
      Screen_Shot_2021-10-28_at_2.12.01_PM.png
  2. Click the template you would like to explore.
    This will open the templated workbook.
  3. Explore the template by clicking on any of its interactive elements. These include tables, visualizations and controls.
    Note: None of your changes will impact the template itself.
  4. [optional] To create an editable and publishable workbook from the template, click Save As in the template’s header.
    Screen_Shot_2021-10-28_at_12.49.13_PM.png


Related Resources

Get Started with Templates
Create and Edit Templates
Share Templates