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Excel templates – Building templates in Excel

With Excel templates you can save time and make better analyses using Excel over and over again. Excel templates can be simple forms or more complicated calculation tools.

Examples of Excel templates

Some common examples of Excel templates are:

Invoices that you fill in and send every time a customer places an order
Quotation calculators that you work in to find a sale that is attractive to both the customer and your company
Project budgets that project managers fill in in a uniform way, and that give them and the project coordinator an overview
Gantt charts for project planning
Investment calculations that you, as an adviser, present when a home, securities or another type of product is purchased
Forms
Timesheets

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There is great variation between all the different types of documents referred to as Excel templates. Some things that make Excel attractive for templates are:

Do not enter data more than once

With Excel you only need to enter data once. If you have previously filled in forms in Word, you will recognise the need to enter the same information on different sheets. In Excel it is enough to enter the data once. You can then link to all the other places in the template where you need the same information.

Make advanced analyses in an instant

With Excel templates you can build calculation tools that you can use over and over again. This could, for example, be about considering the profitability of a quotation while you are on a call with a customer. With a clever calculation tool in Excel you can quickly run the numbers on different possible scenarios and work your way towards a sale that is attractive to both you and the customer.

Help users do the right thing

You can use smart colour coding and other formatting to help users not forget to fill in mandatory fields. You can also lock cells that need to be visible but where the user should not be able to change the value by accident.

Keep your graphic identity

In Excel you can use the company’s colours, logos and fonts just as in the company’s other communication.

Get printouts the way you want them

You can create templates in Excel that look good regardless of which printer is used for printing. Excel is fantastic at calculating and structuring numbers, but the program also holds its own when it comes to printouts and page layout.