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Showing posts with label Free Excel Templates. Show all posts
Showing posts with label Free Excel Templates. Show all posts

23 May, 2020

Excel Hash 2020 – Dynamic Playoffs Table

Excel Hash 2020 – Dynamic Playoffs Table

The four mystery ingredients we’ve been given are:
  1. Icons
  2. Dynamic Array Functions*
  3. The XOR Function
  4. Linked Picture(s)
*Dynamic Array functions are available in Office 365 only.
Our task was to come up with an Excel tool that used all four ingredients in an integrated way. We were free to choose the data and could use other tools from the Excel pantry except VBA!
You can see my entry in action in the animated image below:
Note: If the image below isn’t animated, click here to see it on the blog.
excel hash
 

30 April, 2020

Get GST Invoice Template with Stock Management

28 March, 2020

NEW 1000 Best Free Excel Application 2020 Free Download

03 March, 2020

FREE Excel 2020 calendar - with public holidays (EXCEL-Kalender 2020 - mit Feiertagen)

FREE Excel 2020 calendar - with public holidays (EXCEL-Kalender 2020 - mit Feiertagen)

Here you can download our free EXCEL 2020 calendars . Regardless of whether you prefer an EXCEL annual calendar, EXCEL half-yearly calendar, EXCEL quarterly calendar or EXCEL monthly calendar: We offer all of the formats mentioned free of charge! Fill in the templates with your appointments, enter your vacation periods or make other notes. The calendars in the first section list all public holidays, those in the second section are state-specific calendars with the corresponding public holidays. All Excel calendar templates can be used for a wide variety of purposes, such as an appointment planner or desk calendar, family calendar, work or vacation planner.
ponding public holidays. All Excel calendar templates can be used for a wide variety of purposes, such as an appointment planner or desk calendar, family calendar, work or vacation planner.



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26 February, 2020

FREE 101 Ready Made Excel Templates 2020

19 February, 2020

HOT NEW 500+ Best Free Excel Application 2020 on EVBA.info

02 February, 2020

[FREE Invoice Generator Template] Save Excel Invoice as PDF

[FREE Invoice Generator Template] Save Excel Invoice as PDF

I recently had to get myself registered under Goods and Services Tax (GST) so that I can file for GST on my earnings.
Once you have a GST number, you need to file your tax return every month (in India).
So every month, my Charted Accountant would reach out to me asking for sales invoices so that he can file for the GST.
In my case, there only a handful of invoices to be created, as I have only a few sources of income.
However, since this is additional work, I wanted to get this done as quickly as possible.
So to minimize my effort, I created an Invoice Generator template in Excel that allows me to have all the data in one place, and then it automatically creates PDF invoices for all the data points.
As you can see below, all I need to do is double-click on the client’s name (in column B), and it would instantly create and save the invoice in the PDF format in the specified folder.
Creating Invoice Generator Template in Excel
You can also modify the invoice template to suit your company’s format (which would require you to change the VBA code a little – explained below).
It creates an invoice as shown below:
GST Invoice format in PDF
This Tutorial Covers:


How does this Invoice Generator Template Works?

In this invoice template, there are two worksheets:
  1. Details – This is where you need to specify the details of the sale/transaction. To keep everything together, I have created one row for each record. All the details of a transaction are recorded in the row.
  2. Invoice Template – This is a placeholder template of the invoice where some fields are left empty.  I need to generate a separate invoice for all the sale records and the details for each invoice is picked up from the Details worksheet.
I also have a folder on my desktop with the name ‘Invoice PDFs’. This is the folder where the newly created PDF invoices are saved.
Now let’s see how this works:
You need to double-click on the client’s name (highlighted in orange in the Details sheet).
That’s it!
When you double-click on the client name, it kickstarts the VBA magic in the back end and the following things happen:
  1. Details for the client and the sale transaction are picked up and the invoice template sheet is populated with these details.
  2. A new workbook is created that has the details of the selected client (on which you double-clicked).
  3. This workbook is saved as a PDF in the Invoice PDF folder.
  4. The new workbook is closed without saving.
In case there are any changes in the invoice details, you can double-click on the client name again, and a new invoice will be created (and this will overwrite the old one).
Note that the names of the invoices are based on the month and the invoice number.
For example, an invoice with the date 15-04-2019 and the invoice number as 1 would be saved with the name  April 2019_1.pdf. This helps in keeping track of the invoices in case you have too many.
You can download the Invoice Generator Template by clicking on the button below:

Modifying the Invoice Generator Template

I created this invoice template with a format that I needed for my GST filings.
If you need a different format, you’ll have to edit the template and then adjust the backend VBA code.
Let me first show you the code and explain how it works:
Sub CreateInvoice(RowNum As Integer)
Application.ScreenUpdating = False
Dim wb As Workbook
Dim sh As Worksheet
With shInvoiceTemplate
.Range("D10") = shDetails.Range("A" & RowNum)
.Range("D11") = shDetails.Range("B" & RowNum)
.Range("D12") = shDetails.Range("C" & RowNum)
.Range("B15") = shDetails.Range("D" & RowNum)
.Range("D15") = shDetails.Range("F" & RowNum)
.Range("D16") = shDetails.Range("G" & RowNum)
.Range("D18") = shDetails.Range("E" & RowNum)
End With
FPath = "C:\Users\sumit\Desktop\Invoice PDFs"
Fname = Format(shInvoiceTemplate.Range("D10"), "mmmm yyyy") _
& "_" & shInvoiceTemplate.Range("D12")
shInvoiceTemplate.Copy
ActiveSheet.Name = "InvTemp"
Set wb = ActiveWorkbook
Set sh = ActiveSheet
sh.ExportAsFixedFormat Type:=xlTypePDF, Filename:= _
FPath & "\" & Fname, Quality:=xlQualityStandard, IncludeDocProperties:=True, _
IgnorePrintAreas:=False, OpenAfterPublish:=False
wb.Close SaveChanges:=False
ThisWorkbook.Activate
Application.ScreenUpdating = True
End Sub
The above code is what copies the details of a transaction, fills the invoice placeholder template with those details, creates a new workbook, and save the new workbook as a PDF in the specified folder.
If you have a different template or a different folder location, you need to modify the below-highlighted parts of the code:
GST Invoice Generator Template in Excel 2018 modifying the code
  1. The first highlighted section is what takes the details from the Details sheet and populates the invoice template. If you decide to modify the invoice template, you need to make sure you are picking the right details by modifying this part of the code.
  2. This line specifies the folder location. In my case, it was a folder on my Desktop. You can specify the address of the folder where you want the invoices to be saved.
Note that I have renamed the worksheet code name to ‘shDetails’. I have done this so that I can use the name – shDetails – in my code and it would continue to work even if you change the name of the sheets in the worksheet.
If you want to learn more about the sheet name and the code name, have a look at this (check out the section on using the Worksheet code name).

Where is the code in the workbook?

The code is placed in the back-end of the Excel workbook in a module.
To access the code, follow the below steps:
  1. Click the Developer tab.
  2. Click the Visual Basic option. This will open the VB Editor window.
  3. In the Visual Basic editor, double-click on the Module to open its code window. You’ll find the code mentioned above.GST Invoice Generator Template in Excel code in the module window
In case you’re creating a template yourself, you may not find the Module in a new workbook. You need to right-click on any of the workbook objects, go to Insert, and then click on Module. This will insert a new module. Insert a new module in VB Editor Excel

Making the Double-click functionality to Work

The above code does all the heavy lifting, but you need to connect it to the double-click event.
This means that the above VBA macro code needs to run whenever someone double-clicks on the filled cells in the client name column.This can be done by inserting the following code in the worksheet code window:
Private Sub Worksheet_BeforeDoubleClick(ByVal Target As Range, Cancel As Boolean)
If Target.Cells <> "" And Target.Column = 2 Then
Cancel = True
Call CreateInvoice(Target.Row)
End If
End Sub
Here are the steps to insert this code in the worksheet backend:
  • Right-click on the ‘Details’ worksheet tab
  • Click on the ‘View Code’ option.GST Invoice Generator Template in Excel 2018 click on view code
  • Copy and paste the above code into the code window that appears.Invoice Generator Template in Excel 2018 double click code
The above code does the following things:
  1. Checks if the cell that has been double-clicked has the client details or not. It uses the IF statement to check and run the code only if the cell is not empty and in Column B.
  2. If both the specified criteria are met, it disables double-click functionality (which is to get into the edit mode) and calls the ‘CreateInvoice’ subroutine, which is stored in the Module. It also passes the row number value to the subroutine. For example, if I double-click on the client name in the third row, it will pass 3 as the value to the CreateInvoice subroutine.
  3. Once the ‘CreateInvoice’ subroutine is executed – which creates the PDF of the invoice – it ends.

Saving the Invoice Template as Excel (instead of PDF)

If you want to save the invoice templates as Excel files and not as PDFs, you can use the below code instead:
Sub CreateInvoice(RowNum As Integer)
Application.ScreenUpdating = False
Dim wb As Workbook
Dim sh As Worksheet
With shInvoiceTemplate
.Range("D10") = shDetails.Range("A" & RowNum)
.Range("D11") = shDetails.Range("B" & RowNum)
.Range("D12") = shDetails.Range("C" & RowNum)
.Range("B15") = shDetails.Range("D" & RowNum)
.Range("D15") = shDetails.Range("F" & RowNum)
.Range("D16") = shDetails.Range("G" & RowNum)
.Range("D18") = shDetails.Range("E" & RowNum)
End With
FPath = "C:\Users\sumit\Desktop\Invoice PDFs"
Fname = Format(shInvoiceTemplate.Range("D10"), "mmmm yyyy") _
& "_" & shInvoiceTemplate.Range("D12")
shInvoiceTemplate.Copy
ActiveSheet.Name = "InvTemp"
Set wb = ActiveWorkbook
Set sh = ActiveSheet
sh.Name = Fname
wb.SaveAs Filename:=FPath & "\" & Fname
wb.Close SaveChanges:=False
ThisWorkbook.Activate
Application.ScreenUpdating = True
End Sub
The above code saves the invoice as an Excel workbook with the same naming convention. The worksheet in the workbook that contains the filled invoice in each saved workbook is also named the same.
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18 January, 2020

32 Free Excel Spreadsheet Templates

32 Free Excel Spreadsheet Templates

Excel Project Management Templates

Project Timeline Template

Project Timeline Template
All projects benefit from tools that boost organization, and project management timeline templates can be useful for both large and small projects. This timeline template serves as a project planner, to-do list, and tracker. Project managers can create a detailed monthly and quarterly schedule, mark important milestones, and track progress through each stage of a project. You can update the spreadsheet as issues arise or changes are needed.

We’ve also included templates in Smartsheet, a spreadsheet-inspired work execution platform that makes tracking, managing, and automating your projects and processes easier and more collaborative than Excel.

Gantt Chart Template

Project Plan and Gantt Chart Template
A Gantt chart template provides a visual timeline for projects, using horizontal bars to illustrate the duration of each task. This makes it easy to view how tasks overlap and to get an overview of how a project is unfolding. A Gantt chart is a useful communication tool for teams to see who owns what tasks and when deadlines or releases are approaching. This Excel template provides a simple chart that you can combine with other planning and analysis tools for a comprehensive project management process.

Project Management Dashboard Template

Project Management Dashboard Template
This project management dashboard template provides a quick glance at important project information, including a timeline, project financials, risk analysis, open issues, and more. The dashboard format creates a graphical report so that data is easy to view and understand. This is a constructive tool for creating visual presentations, communicating with stakeholders, and streamlining project management.

Excel Budget Templates

Project Budget Template


Use this project budget template to plan and track costs for each project task, comparing your budgeted costs with actual expenditures. Since projects are prone to changing over time, keeping a detailed budget can help ensure that your resources are on track and in line with your project needs. This is a practical tool for managing a current project as well as forecasting costs for future projects.

Business Budget Template

Business Budget Template
This business budget template provides a comprehensive list of income sources and business expenses so that you can track operating costs and create a balanced budget. When planning your budget, include both fixed and variable expenses to get an accurate picture of your monthly or annual costs. The template will subtract these costs from your income to show how much budget you have to work with and where you might need to make cuts.

Event Budget Template

Large-scale events may be expensive affairs with budgets that include money allotments for staffing, marketing, travel, and more. But even small events can benefit from budget planning to keep costs low. This event budget template includes a pie chart that displays the percentage of resources allocated to different categories. It also includes a chart that shows projected versus actual expenses for each budget category. You get a spreadsheet for detailed planning along with a snapshot of expenditures.

Simple Budget Template

Simple Budget Template
This simple budget template keeps things easy, weighing expenses against income for a quick financial overview. The template includes a basic dashboard that shows remaining income after expenses. Students, individuals who want a simple personal budget, or even small businesses that don’t require a more complex budget could use this template.

Household Budget Template

A household budget takes into consideration all shared income and expenses for a family or other shared living arrangements. Use this template to create a monthly budget and track savings. You can edit the spreadsheet to include whatever expenses are relevant for your situation, whether you’re saving for retirement, paying for child care, or planning a vacation.

Personal Budget Template

Personal Budget Template
You may be creating your first budget or planning for retirement. Either way, the importance of a personal budget can’t be overstated. Using an Excel personal budget template is a simple way to view monthly spending, help ensure that you add money to savings, reduce financial stress, and plan for short- and long-term financial goals. This template also includes a dashboard for visualizing your financial situation.

Loan Amortization Schedule

This loan amortization template acts as a mortgage calculator, showing your loan balance, including principal and interest, after each payment. Use this template to plan your mortgage loan payoff or to track how much you have paid over time. You can also quickly see the loan interest rate, the number of payments made, and minimum monthly payment amount.

Excel Accounting Templates

Income Statement Template

Also known as a profit and loss statement, an income statement shows a company’s financial performance for a given period. This income statement template displays data for two years, providing a comparison of revenue and expenses. Companies of any size can use this template to track financial performance and compare net income over time.

Cash Flow Statement

This template includes three sheets: one showing a simple statement of incoming and outgoing cash flows, a second showing cash flows over three years, and a third showing data for a 12-month period. This allows you to view and compare financial activity on a monthly or annual basis.

Balance Sheet Template

Balance Sheet Template
A balance sheet can quickly provide insight into a company’s financial standing. This template displays assets, liabilities, and equity to represent the financial status at a particular point in time and compare that information to a previous period. Enter the data for your company, and the template calculates the balance of assets and liabilities.

Excel Travel Templates

Travel Itinerary Template

This travel itinerary template is beneficial for planning a vacation or business trip. It includes columns for all of the crucial information related to transportation, accommodations, and other travel details. You can print the template to have a hard copy while traveling, or save it to the cloud for online access from a mobile device.

Mileage Tracking Sheet

Business people will appreciate using this gas mileage log and calculator to get reimbursed for travel costs, but you could also use it to track personal travel time and vehicle expenses. The template includes sections for odometer readings, total miles traveled, the purpose of the trip, and reimbursement rate. There is also room for additional comments. 

Expense Report Template

You can use this template to keep track of business travel costs and request reimbursement for expenses such as lodging, meals, transportation, entertainment, and more. Include receipts with the report to verify all expenses. The template has space for signatures, employee information, notes about expense details, and travel dates.

Excel Inventory and Billing Templates

Service Invoice Template

Service Invoice Template
This invoice template is for business services and displays the number of hours worked, hourly rates, and total amounts due. A service invoice is useful for freelance workers, consultants, and others who need to document and bill for hourly work. You can itemize tasks completed so that clients can see hours spent on different aspects of a given project.


Simple Invoice Template


If you need a sales invoice for products, you can use this basic template to list items sold, calculate costs including tax and shipping, and describe payment terms. The template can also do double duty as a receipt template by simply printing “PAID” on the invoice. You can customize the template by adding a company logo and changing colors or formatting. The invoice includes a tracking number and customer ID for your records, and there is room for additional instructions at the bottom of the template.

Inventory Management Template

Initially designed with retail businesses in mind, this inventory management template is also suitable for restaurants, for tracking software inventory, or even for personal assets at home. Simply edit the spreadsheet columns to reflect the type of inventory you are managing. This template includes columns for tracking inventory location, quantity, value, and order dates. You can keep close track of when it’s time to reorder items to avoid having excess or insufficient stock.

Excel Business Planning Templates

Business Acquisition Worksheet

If you’re planning to buy or sell a business, use this template to assess a company’s value. You can also use it for your own information, for communicating with potential buyers, or when seeking a business valuation from an appraiser. Simply fill in the financial data, and the Excel template will complete the calculations for you.

Startup Expenses Template

Careful planning is crucial for any business venture, and this is especially true when it comes to estimating startup expenses. Underestimating costs could quickly put a new business at risk. Creating a detailed budget plan may be required to secure a business loan. This template includes sections for funding sources and startup costs to provide a clear picture of required resources to support your business plan.

Business Plan Template

Use this template to create a comprehensive business plan in a spreadsheet format. Tasks are separated into planning phases and represented visually on a calendar timeline. The planning process can help ensure that appropriate action steps are taken to reach your business goals. This spreadsheet can be part of a broader strategic plan and vision for business objectives and growth.

Excel Sales and Marketing Templates

CRM Template

Manage your sales pipeline with this CRM template, which includes sections for tracking sales leads, communications, and contact information. This spreadsheet template can support your process of building customer relationships and reaching sales goals. The template also allows you to track sources so that you know how your business is getting sales leads.

Marketing Plan Template

This marketing plan template features sections for strategic planning, budgeting, and scheduling. For each campaign listed, you can include goals, target audience, response rate, resources required, and a timeline. The calendar portion of the template covers an entire year, so you can schedule your marketing tasks based on weekly, monthly, and quarterly deadlines. There is also a section for tracking metrics to measure the success of your marketing plan. 

Social Media Report Template

This template allows you to analyze and report social media metrics with a visually engaging layout. You can compile KPIs into a simple report to share with team members or other stakeholders. Tracking this information can help you gauge the effectiveness of social media marketing efforts and adjust your plan as needed.

Excel Human Resources Templates

Payroll Management Template

HR managers can use this template to track details for multiple employees in a given payroll period. The spreadsheet includes columns for salaries, overtime rates, retirement contributions, and more. You can edit the template to include whatever information is relevant to your payroll management process.

Timecard Template with Breaks

This timecard template is ideal for documenting weekly hours worked and calculating total pay. You can define hours as regular, overtime, sick leave, or vacation pay, and list hourly rates for each category. This timesheet also includes breaks, so employees can mark when they check in and out as well as break time. This is useful for protecting both employees and employers by creating accountability and ensuring that employees are taking their breaks.

Employee Performance Review Template

If you need to conduct a brief employee performance review, this template covers the basics. It has sections for rating skills and work performance, assessing previous goals, setting future objectives, and adding general comments. This template is appropriate for performance reviews that don’t entail lengthy written feedback, but you could expand it to include specific work details, self-evaluation, feedback for managers, or other employee information.

Excel Calendar and Checklist Templates

Daily Planner Template

Daily Planner Template
In this daily planner template, each hour is broken down into 15-minute intervals, so you can create a detailed schedule for each day. There are also sections for listing important tasks and writing notes to manage your to-do lists. With busy schedules at home and at work, a daily planner can help you stay organized and reduce stress.

Monthly Calendar Template

You can use this blank monthly calendar template for planning tasks and events for any month of the year in a traditional calendar format. Weeks run from Sunday through Saturday, and the layout makes it easy to view your schedule for the entire month at a glance. Easily save the original template file to reuse for future months, and  add more sheets to create a yearly calendar with one month shown on each spreadsheet. Looking for more options? Check out this collection of weekly and yearly calendars for planning schedules.

To-do List Template

Creating a task list can help you get organized and ensure that important meetings, appointments and work projects aren’t overlooked. This to-do list template lets you prioritize tasks and include checkboxes for marking items off the list when completed. You could use this template for everything from a grocery list to event planning to project management. It’s a basic tool for boosting efficiency and remembering important tasks.

Wedding Checklist Template

Planning a wedding can be overwhelming, but breaking the event down into specific tasks can help keep things organized, compartmentalized, and on track. Viewing all of the elements of your wedding in one sheet - from flowers and food to invitations and photographer - can also make it easier to plan your wedding budget. You can edit this wedding checklist template to add any relevant items, which may include pre-wedding parties or honeymoon planning.

Improve Collaboration with Real-Time Work Management in Smartsheet

Streamlining business processes, managing workflows, and enabling cross-functional collaboration is the key to the success of your project or organization. To ensure that your business reaches its goal and objectives in the most efficient way, consider using a tool that enables you to plan, manage, automate, and report on projects and processes in real-time, in one centralized location.
Smartsheet is an enterprise work execution platform that is fundamentally changing the way businesses and teams work. Over 74,000 brands and millions of information workers trust Smartsheet to help them accelerate business execution and address the volume and velocity of today's collaborative work.
The familiar Smartsheet interface that is designed for how people actually work leads to rapid and broad adoption across your organization. Use self-service reports and dashboards in Smartsheet to provide real-time visibility into resources, status, and performance, so you can rapidly align operations with strategy.
Get a Free Smartsheet Demoto discover why millions of professionals around the world use it to move from idea to impact, fast.