Free Data analysis templates for Excel

Excel provides sophisticated tools for analyzing and presenting data. You may quickly build and share your unique analysis with people in your business using Excel templates.

Excel templates can be used for:

  • Sales forecasting
  • Pipeline management
  • Lead scoring
  • Territory planning

You may experiment with the Excel templates offered with customer engagement tools to get a sense of the kind of feasible analyses.

Making a New Excel Template:

Make a new template using existing data

You can make an Excel template in two places:

  • From the Settings page. Navigate to Settings > Templates > Document Templates > New (New or Add button.). You must have adequate rights to view the Settings page, such as System Administrator or System Customizer.
  • The records are listed in a list. For example, navigate to Sales > Opportunities > My Open Opportunities. Then, select Excel Templates > Create Excel Template from the navigation bar.
  • Choose the information to include in the template.
  • Then, choose Excel Template.
  • Choose an entity (record type) to include its data. The views available in the next field are determined by the entity you choose.
  • Choose a view.
  • Click Edit Columns to add, remove, or change the characteristics of the columns that will be included in the template.
  • To create the template file, click Download File.

In Excel, modify the data.

  • To enable editing of the Excel spreadsheet, click Enable Editing.
  • Make a new column called “Expected Revenue.”
  • Make a revenue forecasting formula. Don’t refer to cells by their addresses; instead, define and use names.
  • Make a pivot table and a chart out of it. Additional demonstration procedures will be included in a future update on this topic.
  • User-added material should be placed above or to the right of the current data table. This protects the content from being erased if new data is added later and a new Excel template is created.
  • The spreadsheet should be saved.
  • You may now upload the Excel template.

Share the template with others by uploading it.

You may upload your Excel template once you’ve altered it to your liking. The template’s availability is determined by where you submit it. Administrators can upload the Excel template via the Settings page. All users have access to a template that has been submitted in Settings.

Determine who will be able to utilize the new template.

Access to the freshly formed Excel template is determined by how it was uploaded and the level of access provided to the security role. All users have access to the templates uploaded via the Settings tab. The person who uploaded the template has access to templates uploaded from a list of records. To share the template with others, do the following steps:

  • Click Share from the template’s Information page.
  • Go to the Share personal document template page to share the Excel template with others and configure permissions.

Using the new template, export and evaluate data:

  • Choose an entity to investigate.

Choose an entity (record type) to investigate using the Excel template you developed. Go to Sales > Opportunities > My Open Opportunities, for example. Since the template was built, two more opportunities have been added.

  • Use your new Excel template to export data.

Select the Excel template that you made. If you have Microsoft Excel Online, you can see the data in an Excel window in customer engagement applications. If not, or if you want to build the Excel file yourself, click Download.

  • Excel may be used to analyze your data.

The information in the Excel spreadsheet is based on two factors:

  • Records. What entries appear in the exported Excel file are determined by the view you export. So, if you choose Closed Opportunities, you’ll see those data even if you utilize the template made with My Open Opportunities.
    • Columns. The columns in the generated Excel file table are determined by the template you used. The Closed Opportunities view, for example, has the following columns: Potential Customer, Status, Actual Revenue, and Actual Close Date. However, suppose you used a template based on My Open Opportunities. In that case, you’d see columns connected with that view and whatever column filtering you did when you generated the template.
  • Inform others about your research

The information in the Excel spreadsheet is based on two factors:

  • Records. What entries appear in the exported Excel file are determined by the view you export. So, for example, if you choose Closed Opportunities, you’ll see those data even if you utilize the template made with My Open Opportunities.
  • Columns. The columns in the generated Excel file table are determined by the template you used. The Closed Opportunities view, for example, has the following columns: Potential Customer, Status, Actual Revenue, and Actual Close Date. However, suppose you used a template based on My Open Opportunities. In that case, you’d see columns connected with that view and whatever column filtering you did when you generated the template.

For reference articles, you can check this page by Microsoft.

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