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All articles with 'templates' Tag

CP024: Customize Excel to boost your productivity

Published on Oct 30, 2014 in Chandoo.org Podcast Sessions, Learn Excel
CP024: Customize Excel to boost your productivity

In the 24th session of Chandoo.org podcast, let’s customize Excel so we become productive.

What is in this session?

Each of us use Excel in our own way. And yet, we all end up using the same Excel. That’s not fair. Shouldn’t the Excel of an accountant be different from Excel of a teacher?

In this podcast, lets understand some of the powerful & useful ways to customize Excel so that we can do our work better. Tune in only if you are serious about productivity.

You can get Excel Customization Handbook free. Listen to the podcast for instructions.

In this podcast, you will learn,

  • Announcements
  • Why customize Excel?
  • Customization options:
    • Excel Options
    • Quick Access Toolbar
    • Excel Ribbon
    • File menu / back stage view
    • Themes, styles & templates
    • Personal Macros
  • Closing thoughts & Bonus give away instructions
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Free Invoice Template using Excel – Download

Published on Mar 19, 2014 in excel apps, Learn Excel
Free Invoice Template using Excel – Download

Anyone running a small business knows the oozing bits of joy when you hear a customer saying, “Can you send me an invoice?”

While creating an invoice is an easy task, if you want something that is professional looking, easy to manage and works well, then you are stuck.

That is where Excel really shines. By using an invoice template, you can quickly create and send invoices.

Today I want to share one such template with you all. Why? Because we are awesome like that.

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Free 2014 Calendar, daily planner templates [download]

Published on Jan 2, 2014 in Learn Excel
Free 2014 Calendar, daily planner templates [download]

Here is a New year gift to all our readers – free 2014 Excel Calendar & daily planner Template.

This calender has,

  • One page full calendar with notes, in 4 different color schemes
  • Daily event planner & tracker
  • 1 Mini calendar
  • Monthly calendar (prints to 12 pages)
  • Works for any year, just change year in Full tab.
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To-do List with Priorities using Excel

Published on Jan 7, 2013 in Excel Howtos, Templates
To-do List with Priorities using Excel

A while ago, we published a new year resolution template. This was a hit with our reader with thousands of you downloading it. During last week, Peppe, one of our readers from Italy, took this template and made it even more awesome.

The original template had tasks and completion check mark. As you finish each task, you can see the progress bar moving.

Peppe added priorities to this. With his new version, progress is measured based on how much priority we assigned that particular task. Pretty neat eh?!?

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Creating an Agenda template in Excel

Published on Jan 4, 2013 in Templates
Creating an Agenda template in Excel

When planning a meeting, an event or activity, we deal with many individual steps (each taking certain amount of time). Today let us understand how to create an agenda template in Excel using simple formulas.

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2013 Calendar – Excel Template [Downloads]

Published on Dec 26, 2012 in Learn Excel
2013 Calendar – Excel Template [Downloads]

Here is a New year gift to all our readers – free 2013 Excel Calendar Template.

This calender has,

  • One page full calendar with notes, in 4 different color schemes
  • Daily event planner & tracker
  • 1 Mini calendar
  • Monthly calendar (prints to 12 pages)
  • Works for any year, just change year in Full tab.
Continue »

Growing a Money Mustache using Excel [for fun]

Published on Aug 22, 2012 in Charts and Graphs, Learn Excel
Growing a Money Mustache using Excel [for fun]

Mustache and Excel?!? Sounds as unlikely as 3D pie charts & Peltier. But I have a story to tell. So grab a cup of coffee and follow me.

Today, lets talk about how to construct a dynamic chart that can show us how much progress we have made against a financial goal (in this case, accumulating a big chunk of money). I call this growing mustache chart, inspired from the wonderful Mr. Money Mustache.

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Thermo-meter chart with Marker for Last Year Value

Published on Jun 11, 2012 in Charts and Graphs, Excel Howtos
Thermo-meter chart with Marker for Last Year Value

During a recent training program, one of the students asked,

Thermo-meter chart is very good to show how actual value compares with target (or budget). But how can we add another point for say Last Year value to the chart with out cluttering it.

Something like above.

Sounds interesting? Read on

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2012 Calendar – Excel Template [Downloads]

Published on Dec 27, 2011 in Learn Excel
2012 Calendar – Excel Template [Downloads]

Here is a new year gift to all our readers – free 2012 Excel Calendar Template.

This calender has,

» One page full calendar with notes, in 4 different color schemes
» 1 Mini calendar
» Monthly calendar (prints to 12 pages)
» Works for any year, just change year in Full tab.

Go ahead and download the FREE 2012 Calendar and Enjoy.

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Christmas Gift Shopping List Template – Set budget, track your gifts using Excel

Published on Nov 23, 2011 in excel apps, Learn Excel
Christmas Gift Shopping List Template – Set budget, track your gifts using Excel

Last year, Steven shared a beautiful Christmas Gift List template with all of us. It is packed with lots of Excel goodness. Just a few days ago, he emailed me another copy of his file with some improvements. So if you are planning for Christmas shopping and want a handy tracker, you don’t want to miss this.

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Incell Sales Funnel Charts

Published on Sep 29, 2011 in Charts and Graphs
Incell Sales Funnel Charts

Sales Funnel or Sales Process refers to a systematic approach to selling a product or service. [more on sales process] Whether you run a small business or part of a large corporation, chances are, you heard about Sale Funnel. Understanding & analyzing your sales performance from a Funnel point of view is a great way […]

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Simple KPI Dashboard using Excel

Simple KPI Dashboard using Excel

Any Tom, Dick and Sally can make things complex. It takes guts and clarity to simplify things. That is why I was pleasantly surprised to see this dashboard prepared by Michigan State. You can see it in the detailed article.

Linda, one of My Excel School students shared this dashboard link with me and asked if I can show how to construct something like this. Here is my version of the dashboard.

Read this post to learn how to construct a similar dashboard on your own. Also, you can download the excel workbook and play with it.

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Shift Calendar Template – FREE Download

Published on Aug 1, 2011 in Learn Excel
Shift Calendar Template – FREE Download

Today I want to share an Employee Shift Calendar Template with you. You can use this template to keep track of shift timings on various days. See a demo of the template: How does this template work? This template uses a 3 main ideas, Excel formulas to create the calendar & checking for a day’s […]

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Sales Analysis Charts in Excel – 78 Alternatives

Published on Jun 30, 2011 in Charts and Graphs, Excel Challenges, Learn Excel
Sales Analysis Charts in Excel – 78 Alternatives

Recently, I ran a contest asking you to analyze a bunch of sales data and present your results in charts. We received a total of 78 charts from 45 people. The contest entries had a mind-boggling variety of excel charts, techniques and ideas. It took me a while to go thru all the files and compile the results. Thanks for your patience. In this post, you can find all the charts along with my comments & links to download files.

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Win Loss Chart from a Series of Win, Loss Data

Published on Jun 15, 2011 in Charts and Graphs
Win Loss Chart from a Series of Win, Loss Data

Last week, we learned how to create win-loss charts in Excel. In the comments, Dan said,

“Incidentally, the fastest way to do this would be using SFE, just reflect your data with 1 for a win, – 1 for a loss. There’s even an option to automatically invert negative numbers.”

Of course, we can use the beautiful Sparklines for Excel addin to do this and several other charts. But if you just have a series of Wins and Losses, like below, you can use a column chart to create win loss charts too.

Today, we will learn how to create a win loss chart from a set of win, loss data in Excel.

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