Note: This product is no longer available. Andreas passed away sometime ago. May his soul rest in peace.
You can use Excel 2013 / 2016’s built in recommended charts feature along with default color scheme make this product almost irrelevant.
Readers of this blog repeatedly ask these questions when it comes to charting,
- Which chart should I use?
- What colors to use?
- How to format the chart better so that it looks good when printed / presented?
- How to do all this without wasting big part of my day?
Well, my dear reader, if this rings a bell with you, then you should probably consider Bonavista Chart Tamer excel add in. It is designed by the same folks who made the Bonavista Excel Microcharts product.
I was part of the private beta team which tested this great product few months back and have been using off and on ever since. So, when Andreas (the person behind Bonavista Systems, more here) mailed me 3 weeks back about the release of this tool, I couldn’t wait to write a review of this.
So what is Chart Tamer all about?
Chart tamer aims to solve the 2 pressing problems any excel user faces: (1) Which chart should I use? (2) How do I format it better?
You select some data, hit the chart tamer button in your excel interface, pick a chart based on what you want to show and bingo, you have your chart ready.
Who is behind this product?
Trust me when I say this not a run of the mill product. This tool is conceptualized and designed by Stephen Few (author of Information Dashboard Design
What is so great about chart tamer?
Chart selection made simple
When you are ready to create a new chart using chart tamer, just hit the chart tamer icon from your excel menu. And you see this beautifully designed UI. There are 2 ways to get started.
(1) You can specify the type of relationship your chart should depict and Chart tamer recommends the charts you should use. For eg. if you want to show the distribution of values, select “distribution” and you will see that the recommended charting options are Column, Bar, Line, Stacked Column, Stacked Bar and Dotted Line.
(2) You can also select the type of chart directly. This is more suitable if you already know what type of chart you want to construct.
Colors that work
We are good with numbers, charts and analysis. But when it comes to colors lot of don’t know the difference between magenta and margarita. And we shouldn’t really bother too. That is where chart tamer can help you. It has a color picker tool that provides excellent contrast and comparison. See it below.
Better formatted charts by default
How many times you have created a chart in excel and then tweaked it to get the desired effect. Well, with chart tamer, hopefully you spend less time formatting the chart and more time selling your story. Chart tamer reduces chart junk (like axis, labels etc.) by default and strives to improve data to ink ratio. See an example chart below.
Charts like box plot and dot&strip plot are bundled
Yes, that is true. When you install chart tamer, you can also create box plot and dot&strip plot with out any extra work.
See my review of chart tamer in You tube:
Youtube link in case you are not able to see this: Bonavista Chart Tamer Video review
What is not so great about it?
Chart tamer is designed for people who would love to stick to strong visualization principles and make good charts. That means, no to certain types of charts like donut charts, 3D charts etc. But the good news is, you can still create those charts using excel’s own charting options. What more, you can color the charts using chart tamer’s color picker dialog.
So, go ahead and give it a try
You can download a 30 day trial version of the software or buy a license of it from the chart tamer product page.
You can even buy a bundled version of chart tamer along with Bonavista microcharts. Go here.
I have used my affiliate code to recommend this product because I think it totally kicks ass.
What do you think about the chart tamer?
Have you tried it? Tell me what you think about it.
19 Responses to “Free Invoice Template using Excel – Download”
Nice post! Invoicing for the small biz or solo entrepreneur is something I see a lot of interest in. Also there are great templates from http://office.microsoft.com/en-us/templates
This is awesome.
I would need a little more. e.g. say I generate a Inv. # 1 with all the details. Once done I can click a button all the relevant details gets stored in some table. Further, when i generate a new invoice those details gets stored in same table but just below the previous invoice.
Is their a way to do this?
I did create a solution you are looking for, however its wrapped in a larger 'Medical Scheduler' and it uses VBA, But you can Save, Update, Lookup, Email, Print & Apply Payments to the Invoice.
You are welcome to download it here:https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm
The Invoice Items are created from the Appt. Types & Service Items table.
I would love all feedback from this
Thank you for sharing. I will definitely have a look at it.
Daily dose of Excel held a competition in 2005 for this same topic
It obtained 9 solutions which are shown:
http://dailydoseofexcel.com/archives/2005/10/27/invoice-app-the-results/
[…] http://chandoo.org/wp/2014/03/19/free-invoice-template/?utm_source=feedburner&utm_medium=email&a… […]
How can i removed Dollar Sign, As want to use this in india.
Please reply.
Also if possible then can i use Indian Rupee Sign and how?
Hi Chandoo,
Thanks for sharing this invoice template, Let me tell you this template will definitely help me since I got a process to handle where this invoice piece comes. Just a small doubt, can we store all the invoice details in PRODUCT & SERVICES sheet. So that whenever I select an invoice number from invoice sheet I can take print out and I can share it as well. Can we do that?? Since I will be dealing with this on monthly basis.
It would be great if you can help me with this.
Thanks in advance for your help!
Regards,
Gaurang Mhatre
Hi Chandoo,
I was thinking learning excel is quite tuff task but your blog proved me wrong. You made it very interesting. Thank you. Also the template you have provided for Invoice is very helpful to us.
Thanks thanks thanks.. Very helpful. 🙂
Hi i love the speadsheet but would like to ask how do i get it to add the description into the invoice as well
Hi Randy, I tried to download one of your link "https://www.dropbox.com/s/2yvo0o2tgq9quhe/Medical_Massage_and_Salon_Application-Free.xlsm" However, i found the link unavailable. Can you please help me get the new link or can you please send this VBA file on my Email-ID.
Hello Anuj,
Thanks for alerting me to the broken link. This one should work:
https://www.dropbox.com/s/gz89gshex1ad0ex/Medical_Massage_and_Salon_Application-Free.xlsm?dl=0
Please let me know if you have any questions.
Randy
Thank you so much Buddy. will check and revert you soon.
Hi, is there any chance that this can work with the "Products & Service" sheet outside of the Invoice sheet. I create multiple invoice files for the numerous clients. Updating the product sheet for each of them maybe a task. Hence, I want to create a MASTER FILE from which data can be picked up without having to insert new data in each of the invoice files.
Possible? Or am I asking for the moon 😉
Thank you so much for tutorial.
This example can be reviewed for the example of the advanced invoice that made with excel userform :https://youtu.be/Qr-4of-38DI
Good Day
i love this template may i ask if it could be modified to have the following
when you lookup a item code in the next column to the right it brings up the description then the quantity, unit cost, discount and then total otherwise i love the template
Item Code Description Quantity Unit Cost Discount Total
When creating an Invoice template in Excel are you able to utilize the auto row height and wrap feature when the cell is a merged cell? I need to have a number of cells merged together to allow for enough space to type in the description of work performed (lets say cells A-D are merged in each row) however it seems that I am unable to utilize the auto format feature. To work around this I have to manually increase the row height after each entry. Is there a better solution for this? Thank you!