Building templates
Author the templates everyone collects against, in Design mode.
Templates are where Calc's power lives. In Design mode you decide what data a template pulls, how it is laid out, which charts it draws and which project values it stamps in - so that anyone can open it in Use mode and Collect a finished workbook.
Design mode needs permission
Creating and editing templates depends on your role, and is unavailable on the Go tier. If the Build and Save groups do not appear, see modes and permissions.
Open a template to edit
Click Templates, then choose:
- Edit to open an existing template in Design mode,
- New for a blank template,
- Import to start from a local
.xlsxor.xlsmfile.
The ribbon shows the Build, Macros, Sheets and Save groups.
The build workflow
Add tables
Use Tables to add the data blocks the template collects, and choose each one's columns, filters, sorting, grouping and start cell.
Lay out and chart
Arrange the template sheet, insert charts, and use Charts to map their series to data columns.
Stamp project values
Use Constants to place project values (Project Name, Client, ...) that fill in on Collect.
Automate (optional)
Use Macros to choose workbook macros that run automatically after a Collect.
Pick sheets and save
Use Sheets to choose which worksheets the template keeps, then Save back to the template or Save As a new one.
In this section
Add tables and choose their columns, filters, sorting, grouping and start cell.
Map chart series to data columns so charts draw on Collect.
Stamp project metadata onto template cells.
Run workbook macros automatically after Collect.
Choose which worksheets are kept when the template is saved.
Save and Save As, and macro-enabled workbooks.
Last updated 17 June 2026