How to Use Excel Templates

Using a template is about choosing the one that perfectly suit the purpose. If you for instance want to do event planning, pick the template that is for event planning. You will learn how to use a template.

Choose the one

Open Microsoft Excel and click on the "File" tab in the ribbon.

Select the template that perfectly suits you. Select the template you want to use and click the "Create" button.

The template will open in a new Excel workbook, and you can start entering your own data.

choose template

Some templates may contain sample data that you can replace with your own. Be sure to follow the instructions provided in the template to use it correctly.

Once you've entered your data, you can save your new workbook as a regular Excel file by clicking the "Save As" button in the "File" tab and selecting the location where you want to save it.

Note: Think creatively, even if you think you don't see any template that suit your needs. For example, you want to know how to plan for a project trip, you could choose the vacation planner.

Template formatting

Click create after reading what the template it about, to know if it suits your needs.

create template

Focus on the central details, and input your own values.

focus and input

Note: All you need to do is to find the data that controls the entire template, in this case the input (marked area) controls the whole chart details.

In conclusion, the best way to use a template is to find that area, which controls the whole template. Don't look into how much data it is, as it can be frustrating to keep inputting the data that is not central to the template.

Calendar Template

Let's see how to add a calendar template as an example. Creating calendar on Microsoft Excel 2013 is relatively easy. There are different steps for creating it.

1. Click file, and then new.

2. Click Personal.

Calendar Template click personal

Note: If you do not see the personal, please search for it in the "Search for online template". Or even better, search for "one year calendar".

3. Browse through the templates and click on "one year calendar".

Calendar Template one year calendar

4. Click Create.

Calendar Template create calendar

5. Click on the arrow until it reaches desired year (1), and when you'd prefer the week to start (2).

Calendar Template week start day

Note: The desired day that people normally choose for "week start day" is Sunday or Monday.

Inventory list template

Creating inventory tracking and management on Microsoft Excel is relatively easy, but they are all similar to one another. Tracking has multiple aspects in business. It could be about knowing where the product/equipment is in business, or if the products that have been shipped, have reached its destination or not. And other ways of performing inventory tracking.

Click File, and then click new.

inventory click new

Search for Inventory (1), and choose inventory list (2).

Excel choose inventory list


Click the "Create" button.

click create button inventory

How to use an Invoice Template in Excel?

The creation of an invoice template has different steps that would be done in a few steps.

1. Select File, then New.

2. Search for Invoice (1), then choose an invoice template (2).

invoice template

3. Click create which is located on the right side.

invoice template click create

Note: Once this step is performed, you should setup the details so they match your company's way of sending invoices to clients/customers.

Excel offers several different kinds and types of invoice templates.

You can choose from a few designs, such as:

  • simple invoice,
  • blue invoice,
  • with a simple line design
  • the one that contain a blue gradient design
  • with logo
  • landscape
  • or just the simpliest one.

You can find such types of invoice templates as:

  • invoice tracker
  • billing statement
  • invoice with sales tax
  • sales invoice
  • together with a finance charge
  • professional service
  • with tax calculations
  • statement of account

How to prepare an invoice template from scratch?

If none of the available Excel templates suits your needs, you can decide to create an invoice template from scratch.

The easiest way would be to check the existing invoice template and tweek it a bit to fulfill your needs.

You may need to create additional Excel tables for that purpose. Also, Excel formulas will be useful, especially with the sum function which will let you prepare the total in the invoice.

How to share an invoice template with your customers?

  1. Save the Invoice Template as a regular xlsx file.
  2. Fill this in with the required information.
  3. Save it as pdf file.
  4. Send pdf file to your customer.

Note that you can also create your own templates in Excel if you frequently use the same type of spreadsheet. To do this, simply create a new workbook, enter your desired format and formulas, and then save it as a template file by selecting "Excel Template" as the "Save As" type.

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