How do I setup Theme Colours in Excel to reflect my branding?

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Written by Emmanuelle | Updated

The Theme Colours available in Excel's Home tab are not updated with UpSlide's Theme. UpSlide's colours can only be found in the Format section of the UpSlide ribbon unless you set up your own Excel template. 

Your company's colour palette and approved styles are already available in UpSlide's Format section. However, if you would like to have them available in the Home tab, you can follow the procedure below.

Excel_-_Background_colours.png     Home_-_ThemeColours.png

Import PowerPoint's palette in Excel

  • In PPT, open your default UpSlide template using the Templates dropdown menu.
  • Go to the View tab, then click Slide Master.
  • In the Background section, click the Colours dropdown menu and Customise Colours...
  • Name your customisation and click Save. Your palette is now available in Excel.

PPT_-_Colours.png

Save your Excel file as a template

  • In a blank Excel file, go to File > Options > Save and set a folder path for Default personal templates location. If this information is already recorded, take note of it for later.

Excel_-_Default_template_location.png

  • Go to Page Layout and select your custom palette in the Colours dropdown menu. 

Excel_-_Page_Layout.png

  • Go to File > Export and Change File Type to Template (*.xltx) to save your file as an Excel template in the folder previously set as the default location.

Excel_-_Export.png

You can now create a new workbook, which comes with your custom colours directly available in the Home tab. To do so, go to Excel > New > Personal. After opening the template for the first time, it will be visible in the Home tab under New by default.

Excel_-_New_template.png