Excel Spreadsheet Templates Can Help Your Business

Excel Spreadsheet Templates

Excel is a powerful and versatile tool that can help you manage, analyze, and present your data. Whether you need to create a budget, track inventory, generate invoices, or forecast cash flow, Excel has a template for you. In this article, we will show you how to find and use free Excel spreadsheet templates for your business needs.

What are Excel Spreadsheet Templates?

Excel spreadsheet templates are pre-formatted worksheets that contain formulas, charts, tables, and other features that you can customize to suit your specific requirements. Moreover, Excel spreadsheet templates can save you time and effort by providing you with a ready-made solution for common tasks. For instance, you can use a budget template to track your income and expenses, or a project management template to plan and monitor your tasks. You can also modify and adapt the templates to fit your preferences and needs.

Where can I find Excel Spreadsheet Templates?

There are many sources of free Excel spreadsheet templates online. One of them is Smartsheet, a cloud-based platform that offers over 30 free Excel spreadsheet templates for various purposes, such as project management, budgeting, invoicing, inventory management, and more. You can download the templates in Excel format or use them in Smartsheet’s online interface.

Another source is The Spreadsheet Guru, a website that provides free example data sets for spreadsheets in Excel and CSV formats. You can use these data sets to practice popular spreadsheet features such as pivot tables, formulas, charts, and dashboards. The data sets cover various topics, such as company employee records, sales force data, company financial results, and website traffic data.

Additionally, Spreadsheet123, a website with hundreds of templates and calculators for both personal and commercial use, offers free Excel spreadsheet templates. By categories, including finance, accounting, inventory, sales, education, health, and more, you can browse the templates. You can download the templates in Excel or PDF format.

If you are looking for accounting-specific templates, you can check out Smartsheet’s collection of free accounting templates in Excel. These templates can help you with various accounting tasks, such as recording journal entries, managing accounts payable and receivable, creating invoices and bills of lading, and generating cash flow statements and forecasts.

How to Use Excel Spreadsheet Templates

To use an Excel spreadsheet template, you need to follow these steps:

  • Download the template file from the source website or open it in Smartsheet’s online interface.
  • Save the file to your computer or cloud storage service.
  • Open the file in Excel or your preferred spreadsheet program.
  • Review the template and make any necessary changes to suit your needs. You can edit the data, formulas, formatting, charts, tables, and other elements of the template.
  • Save the file with a new name and location.
  • Share the file with your colleagues or clients as needed.

How do I customize Excel Spreadsheet Templates?

Once you have downloaded or opened an Excel spreadsheet template, you can customize it to suit your needs. 

Here are some steps that you can follow to customize your template:

Change the data. You can replace the sample data in the template with your own data or import data from another source, such as a CSV file, a database, or a web page. To import data, go to the Data tab and click on Get Data.

Change the formulas. You can edit or add formulas to the template to perform calculations or analysis on your data. To edit a formula, select the cell that contains the formula and edit it in the formula bar. To add a formula, type an equal sign (=) in a cell and enter the formula.

Change the formatting. You can change the appearance of your template by applying different fonts, colors, borders, alignments, and other formatting options. To format a cell or a range of cells, go to the Home tab and use the options in the Font, Alignment, and Number groups.

Change the charts. You can change the type, style, layout, and data source of the charts in your template. To change a chart, select it and go to the Chart Tools tabs (Design, Format, and Layout). You can use the options in these tabs to modify your chart.

Change the tables. You can change the structure, style, and data source of the tables in your template. To change a table, select it and go to the Table Tools tabs (Design and Layout). You can use the options in these tabs to modify your table.

How do I share Excel Spreadsheet Templates?

After you have customized your Excel spreadsheet template, you may want to share it with your colleagues or clients. There are several ways to share your template, depending on your needs and preferences. 

Here are some common methods of sharing your template:

Save as PDF. Additionally, you can save your template as a PDF file and send it as an attachment via email or other platforms. To save as PDF, go to File > Save As and choose PDF from the Save as type dropdown menu.

Save as a Template  Furthermore, you can save your template as a template file (.xltx) and share it with others who have Excel installed on their devices. To save as a template, go to File > Save As and choose Excel Template from the Save as type dropdown menu.

Publish Online. Additionally, you can publish your template online and share it with others who have access to a web browser. To publish online, go to File > Share > Publish Online and choose Publish Online from the dropdown menu.

Share on OneDrive. Furthermore, you can share your template on OneDrive, Microsoft’s cloud storage service, and collaborate with others in real time. To share on OneDrive, go to File > Share > Save to Cloud and choose OneDrive from the dropdown menu.

How do I find more Excel Spreadsheet Templates?

If you are looking for more Excel spreadsheet templates for your business or personal use, there are many resources that you can explore online. 

Here are some websites that offer free or paid Excel spreadsheet templates for various purposes:

[ExcelTemplates.net]: This website offers over 600 free Excel spreadsheet templates for business, finance, education, health, sports, and more.

[Vertex42.com]: This website offers over 500 free Excel spreadsheet templates for budgeting, invoicing, scheduling, project management, and more.

[Template.net]: This website offers over 3000 premium Excel spreadsheet templates for business, marketing, design, education, and more.

[Someka.net]: This website offers over 200 premium Excel spreadsheet templates for business analytics, dashboards, financial modeling, inventory management, and more.

If you want to know about Microsoft Competitors let’s delve into this article.

Conclusion

Excel spreadsheet templates are a great way to simplify and streamline your business processes. They can help you save time and effort by providing you with a ready-made solution for common tasks. Furthermore, you can find and use free Excel spreadsheet templates from various online sources, such as Smartsheet, The Spreadsheet Guru, Spreadsheet123, and more. In addition to these sources, you can also customize and modify the templates to fit your preferences and needs.

FAQs:

What is an Excel spreadsheet template?

An Excel spreadsheet template is a pre-formatted worksheet that contains formulas, charts, tables, and other features that you can customize to suit your specific needs.

How do I find an Excel spreadsheet template?

You can find free Excel spreadsheet templates online from various sources, such as Smartsheet, The Spreadsheet Guru, Spreadsheet123, and more. You can also create your template by saving a workbook as a template file (.xltx).

How do I use an Excel spreadsheet template?

To use an Excel spreadsheet template, you need to download or open the template file in Excel or your preferred spreadsheet program. Then, you can edit the data, formulas, formatting, charts, tables, and other elements of the template to suit your needs.

How do I share an Excel spreadsheet template?

You can share an Excel spreadsheet template with others by saving it as a PDF file, a template file, or publishing it online. You can also share it on OneDrive, Microsoft’s cloud storage service, and collaborate with others in real-time.

How do I customize an Excel spreadsheet template?

You can customize an Excel spreadsheet template by changing the data, formulas, formatting, charts, tables, and other features of the template. You can also add or delete rows, columns, sheets, or objects as needed.

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