Template files in excel - Word и Excel - помощь в работе с программами

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If you often use the same layout or data in a workbook, save it as a template so you can use the template to create more workbooks instead of starting from scratch.

You can use one of your own templates to create a new workbook, or you can use one of the many predefined templates that you can download from Microsoft Office Online.

Save a workbook as a template

If you’re saving a workbook to a template for the first time, start by setting the default personal templates location:
1. Click File > Options.
2. Click Save, and then under Save workbooks, enter the path to the personal templates location in the Default personal templates location box.
  
  This path is typically: C:Users[UserName]DocumentsCustom Office Templates.
3. Click OK.
  
  Once this option is set, all custom templates you save to the My Templates folder automatically appear under Personal on the New page (File > New).
Open the workbook you want to use as a template.
Click File > Export.
Under Export, click Change File Type.
In the Workbook File Types box, double-click Template.
In the File name box, type the name you want to use for the template.
Click Save, and then close the template.

Create a workbook based on the template

With the template you created above, you can create a new workbook. This section tells you how to do that.

Note: Alternately, you can browse for various online templates in Excel and use them instead. For more information, see Download free, pre-built templates.

Click File > New.
Click Personal.
Double-click the template you just created.

Excel creates a new workbook that is based on your template.

Save a workbook as a template

Open the workbook that you want to use as a template.
Click File, and then click Save As.
In the File name box, type the name that you want to use for the template.
In the Save as type box, click Excel Template, or click Excel Macro-Enabled Template if the workbook contains macros that you want to make available in the template.
Click Save.

The template is automatically placed in the Templates folder to ensure that it will be available when you want to use it to create a new workbook.

Tip: You can copy any Excel workbook into the Templates folder, then you can use the workbook as a template without saving it in the template file format (.xltx or .xltm). In Windows Vista, the Templates folder is usually C:Users<your name>AppDataRoamingMicrosoftTemplates. In Microsoft Windows XP, the Templates folder is usually C:Documents and Settings<your name>Application DataMicrosoftTemplates.

Use a template to create a new workbook

Click File and then click New.
Under Available Templates, do one of the following:
- To base the workbook on a recently used template, click Recent Templates, and then double-click the template that you want to use.
- To base the workbook on an installed template, click Sample templates and then double-click the template that you want to use.
- To base the workbook on a template that you created, click My templates, and then on the Personal Templates tab, double-click the template that you want to use.
- To base the workbook on another workbook, click New from Existing, and then double-click the workbook that you want to use.

Tip: When you are connected to the Internet, you can also access templates that are available from Office.com. Under Office.Com Templates, click a template category, and then under that category, double-click the template that you want to download. If the template that you want to download has been supplied by a member of the Microsoft Office.com Community, you must click I accept to accept the License Agreement for Community Templates Terms of Use before you can download that template.

Save a workbook as a template

Open the workbook that you want to use as a template.
Click the Microsoft Office Button , and then click Save As.
In the File name box, type the name that you want to use for the template.
In the Save as type box, click Excel Template, or click Excel Macro-Enabled Template if the workbook contains macros that you want to make available in the template.
Click Save.

The template is automatically placed in the Templates folder to ensure that it will be available when you want to use it to create a new workbook.

Use a template to create a new workbook

Click the Microsoft Office Button , and then click New.
Under Templates, do one of the following:
- To base the workbook on a recently used template, click Blank and recent, and then under Recently Used Templates, double-click the template that you want to use.
- To base the workbook on an installed template, click Installed Templates, and then under Installed Templates, double-click the template that you want to use.
- To base the workbook on a template that you created, click My templates, and then on the My Templates tab, double-click the template that you want to use.
- To base the workbook on another workbook, click New from Existing, and then double-click the workbook that you want to use.

Tip: When you are connected to the Internet, you can also access templates that are available from Office Online. Under Microsoft Office Online, click a template category, and then under that category, double-click the template that you want to download. If the template that you want to download has been supplied by a member of the Microsoft Office Online Community, you must click I accept to accept the License Agreement for Community Templates Terms of Use before you can download that template.

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Данная статья будет полезна не только начинающим, но и тем, кто уже освоился в Microsoft Excel. В ней я расскажу обо всех известных методах поиска и использования шаблонов, а также покажу, как самостоятельно экспортировать таблицу как шаблон, чтобы выложить ее в открытый доступ. Однако начнем с методов поиска заготовок на любую тему.

Способ 1: Встроенный поиск в Microsoft Excel

Использование встроенного поиска по шаблонам в Экселе – самый простой и быстрый метод нахождения подходящей для вас заготовки, которая поможет решить задачи разной сложности без траты времени на самостоятельное оформление и создание функций. Для перехода к меню с шаблонами понадобится выполнить всего несколько простых действий:

Если вы уже запустили Эксель или создали новый лист, на верхней панели выберите вкладку «Файл».
По умолчанию тут всего два базовых шаблона, поэтому лучше открыть полный список, щелкнув по кнопке «Другие шаблоны».
Ознакомьтесь с названиями, применениями и миниатюрами популярных заготовок. Среди них есть таблицы для ведения бюджета, расписания, календари и многое другое, что может пригодиться как обычному юзеру, так и сотрудникам компаний.
Если вас интересует конкретная категория заготовок, нажмите кнопку «Поиск шаблонов в сети» или следуйте подсказкам в списке ниже.
Теперь результаты будут сформированы исключительно из вашего запроса. Точно так же отображаются названия и миниатюры, что позволит составить оценочное суждение о шаблоне и решить, стоит ли загружать его для дальнейшего использования.
Нажмите по шаблону дважды левой кнопкой мыши, чтобы выбрать его. В новом окне подтвердите создание.
Вы будете перенаправлены в лист со стандартным содержимым заготовки. Прочитайте отобразившиеся на экране подсказки, чтобы понять, какие ячейки нужно редактировать, а какие не стоит, чтобы не нарушать работу созданных формул.
При переключении между листами вы часто будете видеть дополнительную информацию, которая тоже поможет разобраться с содержимым таблицы и понять, как ее применить для своих целей.

Это самый базовый и простой метод того, как вы можете находить уже готовые таблицы для разных задач, смотреть, какие функции в них используются, как реализовано форматирование и многое другое.

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Способ 2: Официальный сайт Microsoft

По сути, этот метод повторяет предыдущий, однако имеет свои особенности. Иногда браузером для поиска пользоваться проще, дополнительно на странице с шаблоном можно прочитать его описание и рассмотреть стандартный лист более детально. Вместе с этим разработчики предложат приобрести премиум-шаблоны, которые по своей сложности и детализации отличаются от стандартных.

Откройте главную страницу сайта Office.com и на верхней панели выберите пункт «Шаблоны».
Если вам уже известна категория заготовки, которую вы желаете отыскать и открыть через Microsoft Excel, активируйте строку поиска и введите свой запрос.
В противном случае предлагаем ознакомиться со всеми результатами категорий, выбрав одну из них среди плиток ниже.
Премиум-шаблоны будут отмечены синим ярлыком с бриллиантом сверху. Можете развернуть весь список платных заготовок и посмотреть, чем они отличаются от бесплатных и могут ли оказаться полезными для вас.
Большинство заготовок распространяются свободно. Их действительно тысячи, на самые разные темы. Предлагаю убедиться в этом самостоятельно, пролистав выдачу на официальном сайте.
После выбора шаблона нажмите «Скачать», чтобы получить его в виде файла в соответствующем формате.
Ожидайте окончания загрузки и откройте шаблон в Excel для проверки листов и дальнейшего редактирования.

Способ 3: Сторонние сайты с шаблонами

Энтузиасты и владельцы тематических сайтов предлагают альтернативные варианты шаблонов, размещая их в свободном доступе. Многие такие таблицы являются авторскими, узконаправленными или имеющими другие особенности, из-за которых они не были добавлены в общую библиотеку. Если вы решите использовать сторонние сайты, главное – скачивайте файлы исключительно Excel-формата, чтобы не нарваться на вирусы.

Поиск шаблонов на таких сайтах выглядит точно так же, как это было показано выше. Разве что иногда разработчики таких веб-ресурсов дают больше информации о файлах перед их скачиванием.
Многие размещают целые инструкции, в которых рассказано о каждом составляющем шаблона, обо всех функциях, их работе и взаимосвязях. Это будет очень полезно тем, кто ищет заготовку для Excel, чтобы по ней выучить новые функции и узнать, как правильно их использовать.
На странице с шаблоном нужно отыскать кнопку скачивания.
Иногда шаблон будет открыт для предпросмотра через Google Диск, что дополнительно позволяет убедиться в его безопасности. Если как раз произошло такое открытие, для скачивания файла нажмите кнопку со стрелкой вниз на верхней панели.

Экспорт файла как шаблона

Допустим, вы хотите выложить свой шаблон в официальной библиотеке от Microsoft или просто в открытый доступ, чтобы другие пользователи могли с ним взаимодействовать. Конечно, в таком случае можно использовать сохранение в простом XLSX-формате, но это не совсем актуально для такого рода проектов. В Экселе есть специальный формат экспорта шаблонов, перевод в который осуществляется следующим образом:

Откройте электронную таблицу, из которой хотите сделать шаблон. На панели сверху выберите раздел «Файл».
Появится дополнительное окно, в котором на левой панели нужно найти пункт «Экспорт».
После нажатия по нему появится два варианта выбора сохранения, вам следует указать «Изменить тип файла».
Остается только выбрать формат шаблона, отыскав его в общем списке. Кликните по данному пункту дважды левой кнопкой мыши.
Задайте для файла шаблона название и сохраните в любом месте на компьютере, которое посчитаете удобным.

Шаблоны в Microsoft Excel – очень интересный тип документов, ведь с их помощью можно начать работу с электронной таблицей не с нуля, а с уже имеющимися общими данными и красивым оформлением. Используйте один из методов поиска заготовок или экспортируйте свои шаблоны так, как это было показано выше.

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Create Excel Template (Table of Contents)

Create Templates in Excel
How to Create Templates in Excel?
Examples to Create Templates in Excel

Create Templates in Excel

We have different types and categories of templates available in Excel, which we can be accessed from the File menu ribbon’s New section. This has a different types of Templates such as Business, Calendar, Budget, Planner, Financial Management, etc. To create customize templates other than these, we can use Data Validation for drop-down, Table, Images and give them proper header names. We can also insert a logo for our template. To standardize the template, always fix the theme or template, and visuals should see the purpose of creation.

How to create Templates?

Templates can be made by saving an excel file with a specialized extension and then saving the file in a specified directory.

What type of content can be stored as a Template?

Text data can be stored as a template. Various sections of a document, such as page titles, column and row labels, text and section headings, any cell in Excel that contains text or numbers, or any kind of data, can all be included in a template. We can also include any graphical shapes, logos of companies, or any background image and even Excel formulae.

The type of text formattings such as font or color, or size can be saved as a template along with the data. Formats of cells or worksheets, such as column width or background fill color or alignment of text and even formats of numbers and dates, and a number of sheets can be saved in templates.

What are the advanced features that can be saved as Templates?

All hidden and protected areas such as locked cells that cannot be altered and hidden columns and rows, or even worksheets that may contain data that is not meant for general view.

All Macros are specially customized toolbars that may contain frequently used options; macros, as well as the quick access toolbar, can be saved as templates.

How to Create Templates in Excel?

To create a template in recent versions of Excel, there is actually very little work that has to be done.

Excel 2013 & later versions – Prior to saving a file as a template, one has to define the custom template directory.

Go to File.

Click on Options.

Select the option Save in the menu ribbon.

Find the option Default personal templates location among the various options.
Provide the choice of a directory where you want to save all the templates. DocumentsCustom Office Templates is regarded as a good choice.

Excel 2007 and Excel 2010

Firstly, go to the File.

Click on Save As.

Now, the option to provide a name to your template file appears.

Here we see that in the drop-down menu, there is an option called Excel Template (*.xltx)

Click on the Save button to save the template.

Note: It is better to choose “Excel Macro-Enabled Template” (.xltm) for cases where the workbook might contain macros. “Excel 97-2003 Template” (.xlt) is to be chosen for the cases where the version of the Excel workbook is very old. “Excel Template” (.xltx) should be chosen for all other cases.

Examples to Create Templates in Excel

Below are some examples to create templates in excel.

Example #1

Now, firstly we will make all the changes in a new file, modify it till all the items that you wish to save in the template are ready. Then you have to save the file as a template. Template files have a special extension.

In the screenshot above, we have added an image and text as the structure of the template. Now we shall follow the steps below to create the excel template.

Step 1 – Firstly, go to File.

Step 2 – Click on Save As.

Now, the option to provide a name to your template file appears.

Step 3 – Here, we see that in the drop-down menu, select Excel Template (*.xltx)

Step 4 – Click on the Save button to save the template.

Now, automatically, Excel will place this template file in the appropriate directory. And new Excel documents can be created based on this template file by navigating and choosing “Personal” in the new file window (which is right next to Featured) and then choosing the appropriate template.

Concepts always become much clearer when we have more examples. So, let us look at yet another example to create Excel Templates.

Example #2

Let us now explore how to save a Macro-Enabled Excel template through an example. Suppose we have an excel with some macros(s) that is to be used as a base for other files, then we need to save this Excel as a macro-enabled excel template.

In the screenshots above, we have added a macro in the template file, and now we shall proceed to create the template in excel.

Firstly, go to File –> Save As (As shown in the above Example)
Now, the option to provide a name to your template file appears.
Here we see that in the drop-down menu, there is an option called Excel Macro-Enabled Template (*.xltm)

Click on the Save button to save the template.

Now, automatically, Excel will place this template file in the appropriate directory. And new Excel documents can be created based on this template file by navigating.

Firstly, go to File.

Click on New.

Choose Personal in the new file window (which is right next to Featured) and then choose Template 2.

Example #3

Now, let us look at another example. Firstly, we will make all the changes in the new file, modify it till all the items that you wish to save in the template are ready. Then you have to save the file as a template. Template files have a special extension.

In the above screenshot, we have added an image and text as the structure of the template. Now we shall follow the steps below to create the excel template.

Step 1 – Firstly, go to File and then click on Save As an option (As shown in the above examples).

Now, the option to provide a name to your template file appears.

Step 2 – Here, we see that in the drop-down menu, select Excel Template (*.xltx)

Step 3 – Click on the Save button to save the template.

Example #4

Now, let us look at yet another example. Now, we will make all the changes in a new file, modify it till all the items that you wish to save in the template are ready. Then you have to save the file as a template. Template files have a special extension.

In the screenshot above, as you can see, we have added the template structure – we have added a world map and increased the default worksheets and renamed them, and now we shall proceed to save this file as a template.

Now we shall follow the steps below to create the excel template.

Step 1 – Firstly, go to File and then click on Save As an option (As shown in the above examples).

Now, the option to provide a name to your template file appears.

Step 2 – Here from the drop-down menu, select Excel 97-2003 Template (*.xlt)

Step 3 – Click on Save to save the template.

Example #5

Now we shall proceed to use a template file to create a new file in excel. We will make use of the Example #4 template file.

Firstly, go to File.

Click on New.

Choose “Personal” in the new file window (which is right next to Featured) and then choose the appropriate template.

We shall choose Template 4 as the base and create a new file in excel.

As we can see, all the template structures are retained, and the new file is named Template4 1 – the first file based on Template 4.

Example #6

Now we shall proceed to use another template file to create a new file in excel. We will make use of the Example #3 template file.

We shall choose Template 3 as the base and create a new file in excel.

Hence, we can see that the image and the header structure is retained in the new file. And it is also important to note that this new file is named Template3 1 – signifying that it is the first file based on Template 3.

Example #7

Now we shall create another new template. We will create the template structure in excel, as shown below.

Now we shall follow the steps below to create the excel template.

Step 1 – Firstly, go to File and then click on Save As an option (As shown in the above example).

Now, the option to provide a name to your template file appears.

Step 2 – Here, from the drop-down menu, select Excel Template (*.xltx)

Step 3 – Click on the Save button to save the template.

This will create a Template 7 template with the template structure defined in the Default Template location in excel.

Example #8

Now we shall attempt to use Template 7 to create another file in excel.

Here we see that we have Template 7 listed. Click on it to create a new file based on Template 7.

Now, automatically, Excel will place this file in the appropriate directory.

Example #9

Now, let us see an example where we have Excel formulae in the Template file.

As we can see above, we have created a Template structure with the formula for Net Profit Margin defined as:

Net Profit Margin = (Net Profit/Total Revenue)*100

Since this is the template, no data is present here. Let us see how to create the template file in excel.

Now we shall follow the steps below to create the excel template.

Step 1 – Firstly, go to File and then click on Save As an option (As shown in the above examples).

Now, the option to provide a name to your template file appears.

Step 2 – Here, from the drop-down menu, select Excel Template (*.xltx)

Step 3 – Click on the Save button to save the template.

This will create a Template 9.xltx template with the template structure defined in the Default Template location.

Example #10

Now, we shall attempt to use the previous example template to create a new file and see if that works in excel.

We will go to File -> New -> personal and then find our Template file (in this case, it is Template 9) and click on it to select it.

We see that in the new file, we have the structure defined and once we feed in the data on Column A, B, and C, the Net Profit Margin in Column D is automatically calculated by using the formula from the Template File.

Example #11

Let us now use our second example – Template 2 to create a new file in excel. Template2 has a macro defined in it, so let us see if the same is available in the new file.

Now let us see what happens when we select “Template2”.

It opens up a new file with the same macro (that was defined in the template file) loaded automatically.

We will need to click on “Enable Content” in the pop-up to enable the macro upon enabling content once we click on the Open Requests button.

We will get the desired result.

Things to Remember

For versions of Excel 2013 and later, it is possible to change Excel’s default template for a workbook by saving the template at the appropriate location. All default templates must have a specific name – Book.xltx or Book.xltm and must be saved in Excel’s startup directory. C:Users%username%AppDataRoamingMicrosoftExcelXLSTART

In order to modify the template used to add new sheets in already existing files, the template has to be named xltx or Sheet.xltm and must be saved in the same folder.

FREE Excel Templates

Below is the category of Excel templates available for download.

PRODUCTIVITY TEMPLATES
- Excel To Do List Template (Printable)
- Excel To Do List Template (Drop Down List)
- Excel To Do List Template (with Check Boxes)
- Task Matrix Productivity Template
- Shared Expense Calculator Template
- Calendar Integrated with To Do List Template
- Vacation Itinerary Template
- Vacation Packing List Template
PROJECT MANAGEMENT TEMPLATES
- Employee Leave Tracker Template
- Excel Timesheet Calculator Template
- Milestone Chart Template
- Pareto Chart Template
- Excel Gantt Chart Template
- Excel Thermometer Chart Template
OTHER EXCEL TEMPLATES
- Excel Calendar Template
- Excel Holiday Template
- Random Group Generator Template
- Excel Stopwatch Template
- Excel Age Calculator Template
- Excel Invoice Generator Template
- Military Alphabet Code Generator Template

PRODUCTIVITY TEMPLATES

This section has some useful personal productivity Excel templates.

You can download each Excel template by clicking on the download button. If you want to learn more about the template and how to use it, click on the ‘Read more’ option.

Excel To Do List Template (Printable)

Here is a simple excel template where you can fill the tasks and take a print-out. If you prefer writing the tasks yourselves, simply print it first and then fill in the tasks.

Read more about the Excel To Do List Template (Printable)

Click here to download the Excel template

Excel To Do List Template (Drop Down List)

Use this Excel Template to jot down all the TO DO list items and then mark it as completed by simply selecting it from the drop-down. The completed tasks get checked off and highlighted in green.

Read more about the Excel To Do List Template (Drop Down List)

Click here to download the Excel template

Excel To Do List Template (with Check Boxes)

Use this Excel Template to jot down all the TO DO list items and then mark it as completed by checking the box for that item. The completed tasks get checked off and highlighted in green.

Read more about the Excel To Do List Template (with check boxes)

Click here to download the Excel template

Task Matrix Productivity Template

This Excel template is inspired by the highly successful technique – Eisenhower Decision Matrix (popularized by Stephen Covey in his book 7 habits of highly effective people).

This is a simple and easy to use Excel Template that will help you prioritize work and increase productivity.

It helps you divide tasks into categories based on Importance and Urgency.

Read more about the Excel Task Matrix Template | Watch Video

Click here to download the Excel template

Shared Expense Calculator Template

This template can be used to calculate ‘who owes whom’, when the incurred expenses are shared by many people (for example, sharing apartment expenses or vacation/trip expenses).

Simply enter the expense incurred by different people and it automatically gives you the summary.

Read more about the Shared Expense Calculator Template

Click here to download the Excel template

Calendar Integrated with To Do List Template

A calendar template that also doubles as your To-do list template. Simply double click on a date and enter the to-do task list (as shown above).

The list is stored for each date and reflected in the calendar. You can also get to see the list of all the task in the month by clicking on ‘Show Monthly Tasks List’.

This Excel template is created using Excel functions and VBA.

Vacation Itinerary Template

Use this Vacation Itinerary Template to have all the details in one place (such as flight/travel details, hotel details, and activities/meetings details).

It’s an editable template and you can fill the details in Excel, or can take a printout and fill it.

Vacation Packing List Template

This free Excel template will help you be more efficient while you pack for your next vacation/trip.

You can either use the template in Excel or can take a print out and manually cross off items that you have packed. It’s an editable file so you can add/delete items based on the nature of your trip.

If you are using this template as an Excel workbook, you can simply mark the items as packed by double clicking on the cell to the left of the item name. As soon as you do that, the item gets a check mark on the left and gets shaded in green color.

PROJECT MANAGEMENT TEMPLATES

This section has some useful project management templates. These are ready to use templates that you can download and start using.

With most of the Excel templates, you will also find links to the tutorials on how these have been created.

You can download each Excel template by clicking on the download button. If you want to learn more about the template and how to use it, click on the ‘Read more’ option.

Employee Leave Tracker Template

A ready-to-use Excel template to keep a track of employee leaves.

This template has the built-in functionality to select the working and non-working days. It automatically accounts for specified holidays as well.

Highly recommended projected management tool.

Read more about this Excel Leave Tracker Template

Click here to download the Excel template

Excel Timesheet Calculator Template

A timesheet calculator template that will calculate the total number of regular and overtime hours and the total payout based on in time and out time.

Available in 3 formats – weekly, bi-weekly, and monthly.

When printed, it fits perfectly on a single page.

Read more about this Excel Timesheet Template

Click here to download the Excel template

Milestone Chart Template

Use this milestone chart Excel template to depict project scope and timelines/milestones.

Just specify the milestones along with the date, and it automatically builds out the chart for you. Highly recommended for project management.

Read more about this Excel Template | Watch Video

Click here to download the Excel template

Pareto Chart Template

Remember the Law of Vital Few (better known as the 80/20 rule or Pareto Rule).

Here is an Excel template you can use to quickly create a Pareto chart in Excel.

To make it even better, there is a dynamic version of the chart as well.

Read how to create this Pareto chart in Excel

Click here to download the Excel template

Excel Gantt Chart Template

Gantt Chart is a simple yet powerful tool to create a schedule or track progress.

Here is a free Excel template that Batman used to get his Batsuit ready 😉

To make it even better, there is a dynamic version of the chart as well.

Read how to create this Gantt chart in Excel

Click here to download the Excel template

Excel Thermometer Chart Template

A Thermometer chart is a good way to show target and actual values in a dashboard.

Just specify the target and actual value and it automatically depicts it in the thermometer chart.

Read how to create this Thermometer chart in Excel

Click here to download the Excel template

OTHER EXCEL TEMPLATES

This section has some additional useful Excel templates that you can use for personal/professional work.

You can download each Excel template by clicking on the download button. If you want to learn more about the template and how to use it, click on the ‘Read more’ option.

Excel Calendar Template

This calendar template has two different set of calendars – Monthly calendar and Yearly calendar.

It updates automatically when you update the year (in the yearly calendar template) or Month & Year (in the monthly calendar template). The calendar is built in a way that you can easily take a print and will fit in a single page.

Read more about this Excel calendar template

Click here to download the Excel template

Excel Holiday Template

This Excel template will give you all the national US holidays for the selected year.

Even better, it tells you the number of days to the next holiday and the long weekend.

Read more about this holiday calendar template

Click here to download the Excel template

Random Group Generator Template

This Excel template will help you quickly create random groups of people/items.

You can use it if you’re a teacher and want to create a random group of students or if you want to create random groups of employees/team-members.

This template uses some basic Excel formulas and VBA.

Read more about this random group generator template

Click here to download the Excel template

Excel Stopwatch Template

Here is an excel template that has a stopwatch in it.

It has the options to start, stop and reset the timings. It also automatically records the timings as soon as you hit the reset key.

It has been customized for a ToastMasters kind of meeting where the speeches are timed and the speaker is shown a green card after 1 minute, a yellow card after 1.5 minutes, and a red card after 2 minutes.

Excel Age Calculator Template

Download this Free Age Calculator Template in Excel.

You can specify the Date of Birth and it automatically calculates the total age till date (using the current date). You can also change the current date to any date and it will calculate the time elapsed in the given time interval.

This Excel template can also be used to calculate service tenure or the duration of a project.

Read more about this Age Calculator Template

Click here to download the Excel template

Excel Invoice Generator Template

You can use this Invoice Generator template to instantly create and save invoice as PDF (or Excel files). All you need to do is double click on the name of the client and it automatically creates an invoice for it, converts it into a PDF, and saves it in the specified folder in seconds.

Using this template, you can generate hundreds of invoices in a few minutes.

Read more about the Invoice Generator Template

Click here to download the Excel template

Military Alphabet Code Generator Template

‘A’ as in Alpha, ‘B’ as in Bravo, ‘C’ as in Charlie… Heard this before?

These are called the military alphabet codes. It is often used during telephonic conversations to communicate the name, address, or email address.

Here is a template that will automatically generate the military alphabet code for you as soon as you enter a word

Read more about this Military Alphabet Code Generator Template

Click here to download the Excel template

Useful Excel Tutorials:

Excel Functions (with Videos & Examples).
Using Excel in-built Templates.
Free Online Excel Training (7-part Video Course).
100+ Excel Interview Questions.
Reduce Excel File Size
Recover Unsaved Excel Files.
Best Excel Books

Источник

Nothing beats the time-saving awesomeness of the perfect Excel template.

Whether you’re managing a team of employees or a busy household, being able to simply plug in your data and go means your work gets done faster, your projects run smoother, and you’re the most organized person in the room.

But finding the right template can be time-consuming on its own.

Luckily, you can get started ASAP because we’ve compiled a list of 52 free Excel templates to help make your life easier today.

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Our list has you covered with template picks spanning 7 categories:

Project management
Money management
Planning ahead
Buying a house
Personal weight loss
Business management
Business planning

Skip ahead to the sections you’re interested in or check each one out to see what you’re missing.

Looking for more templates? Check out these free downloadable Word resume templates and PowerPoint templates.

To kick things off, let’s start with 7 project management templates your team can’t afford to go without.

Project management

1. Timeline template

Most of us are used to seeing timelines in history class, but they also work well for project management. Timelines give you a general overview of important milestones and key events that everyone on the team should be aware of.

This helps your team stay on the same page throughout the course of your project. If you don’t have time to create your own project timeline, don’t sweat it. Use this template to create one quickly.

2. Gantt Chart template

Take your project timeline a step further by using this Gantt Chart free Excel template. This gives you a timeline with a bit more detail. You can mark and see at a glance the start and end times of your project, plus all those important milestones to reach until it’s complete.

Each milestone also has a summary of what needs to be done so there’s no question as to what everyone on your team should be working on and when those deliverables are due.

For the best results, create a general timeline to look at for quick answers, such as when something is due, and your Gantt Chart to see the details of the deliverables before they’re due.

3. To-do list template

Hold your team accountable. Once you have your general timeline created and your Gantt Chart laid out, you’ll need a way to keep your team in the loop with the status of certain deliverables. This to-do list template will help you do just that.

With this template, you can add the project tasks, a status update, the priority level, a due date, who’s in charge, and any relevant notes to ensure that everyone on the team knows what’s going on.

And if any issues come up, you can use this next template.

4. Issue tracking template

Unfortunately, all projects have their share of issues. It’s important to document these both for learning purposes in the future and figuring out how to solve the issue in the here and now.

This issue tracking template helps you keep a log of what went wrong, when it occurred, who handled the problem, and any relevant notes that may be helpful.

Remember, it’s better to identify the issues and document them now than it is to keep repeating the same mistakes over and over again because you failed to identify a common thread.

5. Weekly timecard template

On top of tracking issues, it’s a good idea to also record how long each step in a project is taking your team so you can price your services accordingly. This weekly timecard for projects will give you a better idea of that.

6. Project tracking template

You can also use this project tracking template to gauge if your projects are running on time and within budget.

7. KPI tracking template

This project KPI tracking template will also help you measure the performance of your projects to ensure you’re hitting the mark every time. After all, you don’t want to learn that you missed your target at the end of a project when it’s too late to do anything about it.

In this next section, I’ll show you the best templates to help you manage your money.

Want to learn more?

Take your Excel skills to the next level with our comprehensive (and free) ebook!

Money management

8. Money management template

Manage all your finances at a glance. This money management template keeps your finances organized by breaking down your spending into categories such as household, savings, and charitable donations.

9. Personal budget template

Create a personal budget. On top of managing your spending, you should also track your spending in relation to your budget to see where you can cut down. This personal budget template will make that a breeze.

10. Income and expense template

Use this template when you want to compare your income to your expenses. This helps you see if you’re living within your means or not. And if it turns out you aren’t, consider using the personal budget template to fix things.

11. Family budget planner template

What if you’re managing more than just your own finances? For those in charge of a household, a family budget planner template can help you see an overall view of what your family spends money on throughout the year.

12. Household budget template

Once you have an idea of where your money goes as a family, you can then start using a household budget template to keep things in control and under budget.

13. College budget template

For students, there’s also this helpful college budget template that tracks where most of your funds are going. Then you’ll know what to expect and how to plan ahead each semester (for the most part).

14. Holiday spending budget template

The holidays can be a hard hit financially if you’re not careful. With lengthy wish-lists, it’s important to balance what everyone wants with what you can actually afford. This holiday spending budget helps you do that the easy way.

15. Travel budget template

Dream of traveling to a remote beach far away? Use this travel budget template and you’ll be well on your way to making that dream a reality.

16. Kids money management template

You can also teach your children how to track their allowance, savings, and spending with this helpful money management template for kids.

17. Savings goal template

If your kids (or you) have a savings goal in mind, use this free Excel template. By tracking exactly how much you save each month, you’ll have a better chance of making progress towards your goal.

18. Wedding budget template

Weddings can also be a costly adventure for many. To ensure you don’t go over budget, check out this free wedding budget template.

19. Get out of debt template

And if wedding bells are not in your immediate plans and getting out from under a mound of debt is, this template has your name on it.

Want to learn more?

Take your Excel skills to the next level with our comprehensive (and free) ebook!

20. Portfolio management template

You can also use this portfolio management template to track and maximize how much you earn from your investments.

Up next, I’ll show you how a little planning ahead will make your life smooth sailing down the road.

Planning ahead

21. Meal plan template

Deciding what to eat after a long day at work is never an easy task. To avoid this headache, meal plan ahead of time using this template, which helps you plan your breakfasts, lunches, and dinners before you even start your work week. It even has a convenient place for you to write down your grocery list.

22. Home remodel budget template

If you’re planning to remodel your house, you’d be foolish not to use this free home remodel budget template. With this, you’ll have a much better idea of what this undertaking is truly going to cost you.

23. Party planning template

Parties can also increase your spending for the month. Let this party planning template make sure your party stays within your budget.

Purchasing a house is another important milestone that can quickly spiral out of your budget and control.

Fortunately, the templates in our next section will help alleviate some of the financial stress that comes with such a major purchase.

Buying a house

24. Home expense calculator template

Your first step in the home buying process, even before you go house hunting, is to see how much home you can really afford. This home expense calculator will give you the truth.

25. Home buying checklist template

Once you have that all figured out, you’re ready for the fun stuff: deciding what you’d like in a house. This home buying checklist gives you a list of features to choose from so you can narrow down the type of house you’re looking for.

26. Mortgage calculator template

But before you decide to put in an offer on the house of your dreams, use this mortgage calculator template to see if your mortgage payments are something you can even afford.

Templates can also be helpful when you’re trying to lose or maintain your current weight. I’ll show you two great ones to use for this next.

Personal weight loss

27. Weight loss tracker template

This free weight loss tracker helps you chart your weight loss journey so you can marvel at how much you’ve accomplished.

28. Couple weight loss tracker template

To add to that, grab a partner or spouse and track both of your weight loss journeys with this weight loss template. You can motivate each other to succeed.

Up next, let’s talk about the best Excel templates for managing your business.

Business management

29. Basic invoice template

When you need to create a simple invoice in order to receive payment from your customer, use this free template.

30. Service invoice template

For service-based businesses, this invoice template has everything you need. You can explain what each charge is and describe the services performed neatly and easily.

31. Sales invoice template

If you’re collecting orders from customers, this sales invoice template has your name on it. With this, you’ll be able to track orders and clearly explain to customers exactly what they’re receiving with their purchase.

32. Account statement template

As your month progresses, you can track your sales orders from customers using this free template to make sure you’re hitting your targets each time.

33. Packing slip template

If you’re shipping goods to customers, use this packing slip template to show your customers a breakdown of their order.

34. Price quote template

Anytime you need to send a customer a price quote, reach for this template and you’ll have a professional one to send over ASAP.

35. Purchase order template

Once your customer decides to accept your price quote, you can then create a purchase order thanks to this template.

36. Sales receipt template

To send a simple sales receipt to your customers, use this free template.

37. Rent receipts template

If you’re renting your home or business to a tenant, use these rent receipts to keep things organized. Come tax time, you won’t have to worry about finding the rent paper trail they’ll be asking for.

38. Home office expense tracking template

Solopreneurs working from home will want to use this home office expense tracker to double check that you’re making the most out of your eligible tax deductions.

39. Computer repair invoice template

And if you happen to be in the computer repair business, use this free invoice template instead of the generic one so you can come across as professional and organized.

40. Time card template

Keeping track of your employee time sheets should be a top priority for any manager. This free time card template does that in less time. Simply have your employees “clock in” each day using this sheet and at the end of the week, you’ll have everything you need to run payroll.

41. Weekly timesheet template

Once you have your employees’ daily log all set, you can then transfer that information to this weekly timesheet template to get a better view of their hours for the month.

42. Weekly timesheet with breaks template

This weekly timesheet also includes breaks in it so you can get a more accurate picture of how many hours your employees are working each week. You can view a simple summary of both regular and overtime hours in the ‘Summary Timesheet’ tab.

43. Free payroll calculator template

Before you run payroll, use this free payroll calculator to calculate your employee’s gross pay.

44. Proft and loss statement template

Finally, you can use this profit and loss template to track income statements, profits, revenues, and costs with an easy-to-use dashboard.

Now that you have templates for the technical aspects of operating your business, let’s go over a few to use if you’re just starting out or want to take your business to the next level.

Business planning

45. Competitive analysis template

Before your idea becomes a business, it is vital to know where you stand in the competitive landscape. This handy competitive analysis template has sections for both qualitative and quantitative information on your competitors.

46. Startup business planning template

Every great business starts with two things: a good product and a solid business plan. While I can’t help you with the product itself, I can offer you this free Excel template which shows you everything you need to include in your business plan.

47. Financial plan projection template

And if you’re stuck trying to figure out how to plan your finance, this template will be worth its weight in gold.

48. On-page SEO template

Before you launch your business’ website, or if you already have an existing one live, you should use this on-page SEO template to ensure your website is properly set up for search engines. This simple step can help you drive more leads to your website. If you’re looking to up your SEO game, check out these actionable SEO tips for startups.

49. Marketing calendar template

Once you have your business plan in place, conducted market research, and mapped out your customer’s journey, you’re ready to nail down your 12-month marketing plan. This template will make the task much less intimidating.

50. Marketing editorial calendar

On top of your marketing plan, you’ll need an editorial calendar that outlines the type of content and social posts you’ll share with your audience. Use this free template to plan out the next few months of content for your business.

51. SWOT analysis template

As your business grows, it’s essential that your team grows with it. To ensure your team is taking steps in the right direction, use this SWOT analysis for your business every few months.

52. Event planning template

And when it comes time to celebrate your grand opening or a major milestone, be sure to take advantage of this event planning template so yours runs without a hiccup.

Don’t waste time creating your own templates, use these free Excel ones instead

You’re already busy enough, why add to your stress and overflowing to-do lists?

Instead of spending countless hours creating your own templates, use one of the free Excel templates on our list and you’ll make all the messy, overwhelming parts of your life that much easier.

Whether you’re starting a business or managing your personal finances, this list of 52 Excel templates has you covered.

Ready to become an Excel ninja? We got you – no matter where you are on the skill spectrum.

Check out our Basic and Advanced Excel course and level up today!

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Create Templates in Excel

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Things to Remember

Recommended Articles

FREE Excel Templates

PRODUCTIVITY TEMPLATES

Excel To Do List Template (Printable)

Excel To Do List Template (Drop Down List)

Excel To Do List Template (with Check Boxes)

Task Matrix Productivity Template

Shared Expense Calculator Template

Calendar Integrated with To Do List Template

Vacation Itinerary Template

Vacation Packing List Template

PROJECT MANAGEMENT TEMPLATES

Employee Leave Tracker Template

Excel Timesheet Calculator Template

Milestone Chart Template

Pareto Chart Template

Excel Gantt Chart Template

Excel Thermometer Chart Template

OTHER EXCEL TEMPLATES

Excel Calendar Template

Excel Holiday Template

Random Group Generator Template

Excel Stopwatch Template

Excel Age Calculator Template

Excel Invoice Generator Template

Military Alphabet Code Generator Template

Project management

1. Timeline template

2. Gantt Chart template

3. To-do list template

4. Issue tracking template

5. Weekly timecard template

6. Project tracking template

7. KPI tracking template

Money management

8. Money management template

9. Personal budget template

10. Income and expense template

11. Family budget planner template

12. Household budget template

13. College budget template

14. Holiday spending budget template

15. Travel budget template

16. Kids money management template

17. Savings goal template

18. Wedding budget template

19. Get out of debt template

20. Portfolio management template

Planning ahead

21. Meal plan template

22. Home remodel budget template

23. Party planning template

Buying a house

24. Home expense calculator template