Make an Impressive Product Catalog [spreadsheets for small business]

Posted on July 13th, 2009 in Learn Excel , excel apps - 3 comments

It is the customer on the phone again, she wants to know what products we have.
How cool would it be if we can send her a spreadsheet with all the products neatly listed in a table and she can use filters to find what she likes. Alas, we end up sending a biggish PDF brochure that is both difficult to make and maintain.

Well, not any more.

Today we will learn a very useful and fun trick in Excel. We will create a product catalog using Excel that you can send to your clients or boss (and impress them).

We will create something like this:
Create a product catalog in excel

Step one: Set up the product catalog in Excel Spreadsheet

This is a simple step. Define a table structure for your product catalog. For our example – Supurr Market, I have chosen only one column, with the images of various Cats the shop sells. But you can add more columns like size, age, price, features etc.

Step two: Adjust image properties so that they can be filtered

adjust image properties in ExcelWe will finish this step before you can snap your fingers. Just select all the images, right click and select Format picture (in Excel 2007, you need to select ‘size & properties’) and go to “properties” tab. Here change the option to “Move and size with cells” from whatever it is earlier.

Step three: Apply data filters so that your product catalog can be filtered

Do that.

Step four: Time to impress your clients

Send the lean and sleek product catalog to your clients. Tell your story elegantly and get some orders.

Download the product catalog template workbook

Click here [.zip version here] to download the excel product catalogue workbook. Use it to learn and make your own product catalogs using MS excel.

Do you run a small business? Tell me how you use excel.

I think Excel has great potential to manage 90% of small business IT operations. It is simple to learn and easy to maintain. I want to know how you use excel to manage your small business. Share your experiences and ideas using comments.

Learn how you can do the same for charts: Dynamic Charts in Excel

PS: Special thanks to Gerald Higgins for telling me about the image properties tip.

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Comments
Jeff Weir July 13, 2009

Great idea. Here’s another idea…you could use Excel’s group and outline functionality. That way, you can have nested catalogues.

My reworked example at http://cid-f380a394764ef31f.skydrive.live.com/self.aspx/.Public/product-catalog-using-excel-grouping.xls

Chandoo July 15, 2009

@Jeff… that is even more impressive… thanks for the little surpise hidden in the sheet too :)

Robert DaVia July 21, 2009

I recently subscribed to the RSS feed for Pointy Haired Dilbert, and like what I’ve seen so far. Thanks for what you do!

In Jeff’s reworked example, how do you get the, for lack of a better word, frame on the left side of the sheet with the collapsed rows? It has columns 1, 2 & 3.

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