Saturday, October 29, 2022

How to Import Data From a PDF to Microsoft Excel

To import data from a PDF file to Excel, open Excel and go to the "Data" tab, then navigate to Get Data > From File > From PDF and select your PDF. Customize the import settings as necessary for your data, then click "OK."

If you have a PDF document such as a bank statement or financial report, you may want to pull this information into Microsoft Excel. With a built-in feature, you can easily import and automatically convert a PDF to Excel.

This convenient feature can save you from hunting down a PDF file converter. Not only that, but it allows you to pick and choose the data from the file you want to import. The entire process takes only a minute.

Note: Since the time this feature was implemented, August 2020, it has only been available to Office 365 subscribers.

Connect a PDF File to Excel

To get started, select the sheet you want to work with in Excel and go to the Data tab. Click the Get Data drop-down arrow on the left side of the ribbon. Move your cursor to From File and pick “From PDF.”

Locate your file in the browse window, select it, and click “Import.”

Next, you’ll see the Navigator pane. On the left are the tables and pages in your PDF file. You can search for one at the top or simply select an element and see a preview on the right side.

When you see the item you want to import, click “Load” at the bottom of the window.

Load the data

Once your data is imported from the PDF, you should see it in your sheet along with the Queries & Connections sidebar. This handy spot lets you adjust the connected data if you wish, and we’ll explain these options below.

Data loaded into Excel

Adjust the Load Settings

If you prefer to load the data in a specific format such as a pivot table or to a new worksheet, select the Load drop-down arrow and pick “Load to” instead.

Select Load To

Then choose your options in the Import Data window and click “OK.”

Choose an import option

RELATED: How to Use Pivot Tables to Analyze Excel Data

Transform the Data with Power Query

Another option for importing data from your PDF is to transform it using the Power Query Editor. In the Navigator window where you select the element to import, click “Transform Data” at the bottom instead of “Load.”

This will open the Power Query window where you can do things like choosing or adding more columns, transposing rows and columns, managing parameters, and formatting the data.

Power Query Editor

Adjust the Connected Data

If you want to adjust the data you imported, you can do so by opening the data from the Queries & Connections sidebar. You can then take actions such as editing it using the Power Query Editor, duplicating, merging, adding a reference, or deleting the connected data.

RELATED: How to Create Your Own Data Type in Microsoft Excel

As mentioned, you’ll see the Queries & Connections sidebar open when you import your PDF file. If you happen to close it, you can reopen it by going to the Data tab and clicking “Queries & Connections” in the ribbon.

Place your cursor over the connected data and you’ll see a window appear. At the bottom, you have actions for View in Worksheet, Edit, and Delete. If you click the three dots, you’ll see options like Duplicate, Reference, and Merge.

Edit the connected data in Excel

You can also manipulate the data within your sheet as you normally would. If you’re using a table, you can filter and sort. You can also select a different style, update the font, and apply additional formatting.

RELATED: How to Create and Use a Table in Microsoft Excel

For those times when the data you need to work with or analyze comes in the form of a PDF, remember that you can pull that PDF file right into Microsoft Excel.

If you’re looking to do the reverse, learn how easy it is to save an Excel sheet as a PDF file.


Wednesday, June 29, 2022

How to export PDF files from Acrobat to Excel, and Excel to Acrobat

You have just a few choices when working with PDFs and Microsoft Excel compared to everything you can do with PDFs in Microsoft Word. You cannot import PDFs from Adobe Acrobat directly into Excel 2016. However, you can export PDFs from Excel to Acrobat, and you can export from Acrobat to Excel. We'll show you how.
1- Export from Excel to Acrobat
2- Export from Acrobat to Excel

Export from Excel to Acrobat

1. To export from Excel to Acrobat, open an Excel spreadsheet.
2. Then choose File > Export, and click the Create PDF/XPS button.

xl15 file export create pdf

JD Sartain / IDG Worldwide
File export create pdf
3. The Publish As PDF screen appears and displays the Excel filename, followed by the Acrobat extension PDF in the File Name field box, followed by the PDF extension in the Save As Type field box (Products.pdf).
4. Click the Publish button and the system jumps to Adobe Acrobat. showing your Excel spreadsheet as an Acrobat PDF file.

xl16 publish and jump to acrobat JD Sartain / IDG Worldwide
Publish and jump to Acrobat
5. Choose File > Save As, then browse to the applicable folder (if necessary).
6. On the Save As screen, confirm the File Name (or change it), select Adobe PDF files (*.pdf) for the Save As Type, then click the Save button. Conversion complete!

xl17 save as adobe pdf JD Sartain / IDG Worldwide
Save As Adobe pdf

Export from Acrobat to Excel

1. To export the PDF from Acrobat to Excel, open the PDF file.

2. Select Export To > Spreadsheet > Microsoft Excel Workbook.
3. On the Save As screen, Acrobat enters the Export File Name for you followed by the Excel extension xlsx.
4. Ensure the Save As Type says: Excel Workbook (*.xlsx).
5. Click the Save button and the conversion is complete!

xl18 convert the pdf back to an excel wprksheet JD Sartain / IDG Worldwide
Convert the pdf back to an Excel worksheet

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JD Sartain is a technology journalist from Boston. She writes the Max Productivity column for PCWorld, a monthly column for CIO, and regular feature articles for Network World.


Wednesday, May 15, 2019

How to create, edit, and format images in Excel

Imagine a spreadsheet that can perform like a graphics program.

How do we add geometric shapes in Excel, and can they be custom-designed? Excel provides over 16 dozen geometric shapes that you can size and manipulate to your specific needs, plus hundreds of special effects to customize those shapes. Additional shapes are available in the form of icons, pictures, or 3D Models, all of which can be sized, manipulated, and custom-designed.
Table of Contents

Insert Shapes, Icons, Pictures, & 3D Models

1. For Shapes, select INSERT > Illustrations > Shapes and choose one from the drop-down list.

2. For Icons, select INSERT > Illustrations > Icons and choose one from the huge drop-down submenu, which is organized by category.

3. Shapes and icons are also available as online pictures. Select INSERT > Illustrations > Online Pictures and type Icons or Shapes in the search box, then press Enter. Locate the shape or icon you need, click once to highlight, then click the Insert button.

4. The best shapes are under INSERT > Illustrations > 3D Models. The sizing and manipulation options for the 3D Models are amazing! You can change the X, Y, or Z Rotation, change the Camera View for the X, Y, and Z Position or Look-at-Point; or you can select a three-dimensional view from a list of preset options.

NOTE: When you select Shapes, as soon as you click the one you want, Excel inserts the drawing crosshair into your spreadsheet, which then requires you to hold down the left mouse button and drag down and over to “draw” the shape. With the other INSERT > Illustrations (Icons, Online Pictures, 3d Models, etc.), Excel provides a graphical submenu for you to select from the image library. Once you click the image you want, you must then click the Insert button for the image to appear on the spreadsheet.

01 insert shapes icons pictures or 3d models JD Sartain / IDG Worldwide
Insert Shapes, Icons, Pictures, or 3D Models


Sizing the Illustrations

1. Sizing the illustrations is a familiar process that you have likely used in other programs. After you insert a shape, icon, picture, or 3D model, notice the four circles (called image “handles”) in the four corners, plus the circles located at the middle top and bottom, and both sides.
2. Place your cursor on one of the circles (e.g., bottom right), hold down the left mouse button and drag down and over to enlarge the image; or drag up and to the left to reduce it. Those are just suggestions. You can drag up or down, left or right, based on whatever feels comfortable to you and produces the desired effect.

NOTE: Use the corner circles/handles to size the image proportionally. Use the mid-top, mid bottom, mid-left, or mid-right circles to distort the image. For example, if you use the top or bottom middle circle, the image gets shorter and wider (or fatter). If you use the middle-side circles, the image stretches longer and thinner.

02 size or distort the illustrations using the image handles JD Sartain / IDG Worldwide
02 Size or distort the illustrations using the image handles


Editing the Illustrations

1. When you insert a Shape into an Excel spreadsheet, the DRAWING TOOLS tab appears as long as the shape is selected. Select Edit Shape (in the first box on the Ribbon Menu), then click Edit Points. Notice that Excel adds editing points all over the selected image.
2. Click the points (one at a time) to modify the image and see your results.
3. You can also edit the icons. Insert one from the library (e.g., a butterfly). In its current form, all you can do is size it, distort it, or make it all one color, one pattern, or one gradient, with or without an outline.

4. To edit an icon, select it. Notice that a new GRAPHIC TOOLS tab appears, with a FORMAT tab beneath it displaying the Format Ribbon menu. Click the Convert to Shape button. In the popup menu that asks: “. . . Do you want to convert it to a Microsoft Drawing object?” click the Yes button.
5. Looks like nothing changed, but it did. Hold down the Ctrl key and click one of the butterfly’s wings. Notice that all the pieces of the butterfly can be individually selected, modified (as in stretched, squeezed, rotated, etc.). You can also add different colors, patterns, gradients, lines, and special effects to each individual piece of the butterfly; that is, four wings and its body.

03 editing the illustrations JD Sartain / IDG Worldwide
03 Editing the Illustrations

Custom Formatting/designing the Illustrations

1. In Excel, the term for custom-designing the attributes of an image is called formatting. When an image is selected, the FORMAT tab appears, showing all the formatting options and features for that particular image.
2. Formatting in Excel includes Color, Artistic Effects, Transparency, Styles, Borders, seven Picture Effects (with lots of custom or preset features in each Effect), and Picture Layouts.
3. You can also do Color Corrections and Remove the Background of an image that contains more than just the “floating” object.
4. As mentioned above, images can be flipped, rotated, scaled, distorted, grouped, aligned, cropped, or sent forward or back.

04 custom formatting the illustrations JD Sartain / IDG Worldwide
04 Custom Formatting the Illustrations
5. The FORMAT tab includes three different sets of tools: Drawing Tools, Picture Tools, and Graphics Tools. These sub-tabs (even though they appear above the FORMAT tab) are displayed based on the object selected—Illustrations, Pictures, or Graphics.
6. Load some images and experiment with the formatting options until you feel comfortable with the different menus.

05 drawing tools picture tools graphics tools menus JD Sartain / IDG Worldwide
05 Drawing Tools, Picture Tools, Graphics Tools menus


Friday, January 18, 2019

20 Excel Tricks That Can Make Anyone An Excel Expert

After Microsoft developed Excel to the 2010 version, it offered more surprises than ever. In order to deal with tons of big data, you can’t ignore the important role Excel plays in daily work. However, both for beginners and advanced users, there are still many useful tips and tricks that are inevitably overlooked. Here are 20 useful Excel spreadsheet secrets you may not know. Please note that all these functions are based on Microsoft Excel 2010.

1. One Click to Select All

You might know how to select all by using the Ctrl + A shortcut, but few know that with only one click of the corner button, as shown in the screenshot below, all data will be selected in seconds.
One Click to Select All

2. Open Excel Files in Bulk

Rather than open files one by one when you have multiple files you need to handle, there is a handy way to open them all with one click. Select the files you would like to open then press the Enter key on the keyboard, all files will open simultaneously.
Open Excel Files in Bulk

3. Shift Between Different Excel Files

When you have different spreadsheets open, it’s really annoying shifting between different files because sometimes working on the wrong sheet can ruin the whole project. Using Ctrl + Tab you can shift between different files freely. This function is also applicable to other files like different Windows tabs in Firefox when opened using Windows 7.
Shift Different Excel Files

4. Create a New Shortcut Menu

Generally there are three shortcuts in the top menu, which are Save, Undo Typing and Repeat Typing. However, if you want to use more shortcuts, like Copy and Cut, you can set them up as follows:
File->Options->Quick Access Toolbar, add Cut and Copy from the left column to the right, save it. You will see two more shortcuts added in the top menu.
Create New Shortcut Menu

5. Add a Diagonal Line to a Cell

When creating a classmate address list, for example, you may need a diagonal link in the first cell to separate different attributes of rows and columns. How to make it? Everyone knows that Home->Font-> Borders can change different borders for a cell, and even add different colors. However, if you click More Borders, you will get more surprises, like a diagonal line. Click it and save—you can now make it immediately.
Add Diagonal Line for a Cell

6. Add More Than One New Row or Column

You may know the way to add one new row or column, but it really wastes a lot of time if you need to insert more than one of these by repeating this action X number of times. The best way is to drag and select X rows or columns (X is two or more) if you want to add X rows or columns above or left. Right click the highlighted rows or columns and choose Insert from the drop down menu. New rows will be inserted above the row or to the left of the column you first selected.
Add More Than One New Row/Column

7. Speedily Move and Copy Data in Cells

If you want to move one column of data in a spreadsheet, the fast way is to choose it and move the pointer to the border, after it turns to a crossed arrow icon, drag to move the column freely. What if you want to copy the data? You can press the Ctrl button before you drag to move; the new column will copy all the selected data.
Speedy Move and Copy Data in Cells

8. Speedily Delete Blank Cells

Some default data will be blank, for various reasons. If you need to delete these to maintain accuracy, especially when calculating the average value, the speedy way is to filter out all blank cells and delete them with one click. Choose the column you want to filter, go to Data->Filter, after the downward button shows, undo Select All and then pick up the last option, Blanks. All blank cells will show immediately. Go back to Home and click Delete directly, all of them will be removed.
Speedy Delete Blank Cells

9. Vague Search with Wild Card

You may know how to activate the speedy search by using the shortcut Ctrl + F, but there are two main wild cards—Question Mark and Asterisk—used in Excel spreadsheets to activate a vague search. This is used when you are not sure about the target result. Question Mark stands for one character and Asterisk represents one or more characters. What if you need to search Question Mark and Asterisk as a target result? Don’t forget add a Wave Line in front.
Vague Search with Wild-card

10. Generate a Unique Value in a Column

You are aware of the key function of Filter, but few people use the Advanced Filter, which will be repeatedly applied when you need to filter a unique value from data in a column. Click to choose the column and go to Data->Advanced. A pop-up window will show up. As the screenshot shows, click Copy to another location, which should be in accord with the second red rectangular area. Then specify the target location by typing the value or clicking the area-choosing button. In this example, the unique age can be generated from Column C and show in Column E. Don’t forget to choose Unique records only, then click OK. The unique value showing in column E can be the contrast of the original data in C, that’s the reason why it is recommended to copy to another location.
Generate Unique Value in Column

11. Input Restriction with Data Validation Function

In order to retain the validity of data, sometimes you need to restrict the input value and offer some tips for further steps. For example, age in this sheet should be whole numbers and all people participating in this survey should be between 18 and 60 years old. To ensure that data outside of this age range isn’t entered, go to Data->Data Validation->Setting, input the conditions and shift to Input Message to give prompts like, “Please input your age with whole number, which should range from 18 to 60.” Users will get this prompt when hanging the pointer in this area and get a warning message if the inputted information is unqualified.
Input Restriction with Data Validation Function

12. Fast Navigation with Ctrl + Arrow Button

When you click Ctrl + any arrow button on the keyboard, you can jump to the edge of the sheet in different directions. If you want to jump to the bottom line of the data, just try to click Ctrl + downward button.
Fast Navigation with Ctrl + Arrow Button

13. Transpose Data from a Row to a Column

You would use this feature if you want to transpose data to get a better display; however, retyping all data would be the last thing you would need to do if you know how to use the Transpose function in Paste. Here’s how: copy the area you want to transpose, move the pointer to another blank location. Go to Home->Paste->Transpose, please note that this function won’t activate until you copy the data first.
Transpose Data from Row to Column

14. Hide Data Thoroughly

Almost all users know how to hide data by right clicking to select the Hide function, but this can be easily noticed if there is only a little bit of data. The best and easiest way to hide data thoroughly is to use the Format Cells function. Choose the area and go to Home->Font->Open Format Cells->Number Tab->Custom->Type ;;; -> Click OK, then all the values in the area will be invisible, and can only be found in the preview area next to the Function button.
Hide Data Thoroughly

15. Compose Text with &

Complicated formulation is unnecessary, as long as you know how to use &. You can compose any text freely with this symbol. Below I have four columns with different texts, but what if I want to compose them to one value in one cell? First, locate the cell that is to show the composed result, use the formulation with & as shown in the screenshot below. Click Enter: all texts in A2, B2, C2 and D2 will be composed together to become LizaUSA25@ in F2.
Compose Text with &

16. Transforming the Case of Text

With all the tricks shared here, I’ve tried my best to avoid complicated formulation. But there are still some simple and easy to use formulations to show you, like UPPER, LOWER and PROPER, which can transform texts for different purposes. UPPER will capitalize all characters, LOWER can change text to all lower case and PROPER will only capitalize the first character of a word.
Text Transform

17. Input Values Starting with 0

When an input value starts with zero, Excel will delete the zero by default. Rather than reset the Format Cells, this problem can be easily solved by adding a single quote mark ahead of the first zero, as shown.
Input Value Starts with 0

18. Speed up Inputting Complicated Terms with AutoCorrect

If you need to repeat the same value and it is complicated to input, the best way is to use the AutoCorrect function, which will replace your text with the correct text. Take my name, Liza Brown, for example, which can be replaced by LZ. Therefore, every time I input LZ, it can autocorrect to Liza Brown. Go to File->Options->Proofing->AutoCorrect Options and input Replace text with correct text in the red rectangular area, as below.
Speed up Inputting Complicate Terms with AutoCorrect

19. One Click to Get More Status

Most users know how to check the data status in the bottom of an Excel sheet, like Average and Sum Value. However, do you know you can move the pointer to the bottom tab and right click to get more status, as shown below?
One Click to Get More Status

20. Rename a Sheet Using Double Click

There are multiple ways to rename sheets, and most users will right click to choose Rename, which actually wastes a lot of time. The best way is to just click twice, then you can rename it directly.
Rename Sheet by Double Click
Want to level up your excel skills further? Don’t miss this article:
Excellent Excel Shortcuts That Very Few People Know


Friday, December 7, 2018

50 Free Excel Templates to Make Your Life Easier

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 50 free Excel templates to help make your life easier today.
Our list has you covered with template picks spanning 7 categories:
Skip ahead to the sections you're interested in or check each one out to see what you’re missing.
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

timeline templateMost 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

Gantt Chart templateTake 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.
to-do-list template
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

Issue tracking templateUnfortunately, 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

Weekly timecard templateOn 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

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

7. KPI tracking template

KPI tracking templateThis project KPI tracking template will also help you measure the performance of your projectsto 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.

Money management

8. Money management template

Money management templateManage 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

Personal budget templateCreate 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

Income and expense templateUse 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

Family budget planner templateWhat 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

Household budget templateOnce 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).
College budget template

14. Holiday spending budget template

Holiday spending budget templateThe 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

Travel budget templateDream 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

Kids money management templateYou 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

Savings goal templateIf 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

Wedding budget templateWeddings 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

Get out of debt templateAnd 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.

20. Portfolio management template

Portfolio management templateYou 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

Meal plan templateDeciding 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

Home remodel budget templateIf 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.
Party planning template
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

Home expense calculator templateYour 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

Home buying checklist templateOnce 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.
Mortgage calculator template
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

Weight loss tracker templateThis 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.
Couple weight loss tracker template
Up next, let’s talk about the best Excel templates for managing your business.

Business management

29. Basic invoice template

Couple weight loss tracker templateWhen you need to create a simple invoice in order to receive payment from your customer, use this free template.

30. Service invoice template

Service invoice templateFor 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

Sales invoice templateIf 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

Account statement templateAs 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

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

34. Price quote template

Price quote templateAnytime 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.
Purchase order template

36. Sales receipt template

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

37. Rent receipts template

Rent receipts templateIf 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

Home office expense tracking templateSolopreneurs 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

Computer repair invoice templateAnd 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

Time card templateKeeping 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

Weekly timesheet templateOnce 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

Weekly timesheet with breaks templateThis 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.

43. Free payroll calculator template

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

44. Startup business planning template

Startup business planning templateEvery 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.

45. Financial plan projection template

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

46. On-page SEO template

On-page SEO templateBefore 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.

47. Marketing calendar template

Marketing calendar templateOnce 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.

48. Marketing editorial calendar

Marketing editorial calendarOn 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.

49. SWOT analysis template

SWOT analysis templateAs 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.

50. Event planning template

Event planning templateAnd 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.