Ampler starts a new workbook from a template saved in your library — a P&L, a DCF, or any standard model — so you build on an approved structure instead of a blank sheet.
Quick answer: Click New Workbook (Ctrl+Shift+N) on the Ampler ribbon, select the workbook template to use, and click New workbook or press Enter.
How to use it
Pick a workbook template and start on it.
- Click New Workbook (Ctrl+Shift+N) on the Ampler ribbon.
- Select the workbook template to use.
- Click New workbook or press Enter.
You can set a default Ctrl+N workbook for the whole organisation, so everyone starts from the same standard.
Keyboard shortcut
New Workbook is Ctrl+Shift+N by default; you can reassign it in the Ampler Settings → Shortcuts.
Why use it
Rebuilding a standard model — a P&L, a DCF — from a blank workbook each time is slow and invites inconsistency. Starting from a saved template means the structure, formats, and standard formulas are already in place.
How consultants use it
Firms standardise their models, and starting from an approved template is how that standard is kept. Three conventions apply:
- Start from a standard model: P&L, DCF, and other templates are reused, not rebuilt.
- Consistency across projects: models share a structure whoever builds them.
- An organisation-wide default: the standard workbook can be the Ctrl+N default for everyone.
Starting from a library template keeps every model on the firm’s standard.
Tips & best practices
- Save your standard models (P&L, DCF) to the library as workbook templates.
- Set the firm’s standard as the Ctrl+N default.
- Reuse template sheets from the library for parts of a model.
Availability
Included in Ampler for Excel and the Ampler Suite, on Windows desktop Excel.
Frequently asked questions
How do you create a workbook from a template in Excel?
Click New Workbook (Ctrl+Shift+N) on the Ampler ribbon and select a workbook template from your library. The workbook opens on that template.
Can you set a default new workbook for a whole organisation?
Yes. Ampler lets you set a default Ctrl+N workbook for the whole organisation, so everyone starts from the same standard.
How do you keep models consistent across a team?
Start every model from a saved workbook template — such as a standard P&L or DCF — so they share one structure.