Database Template For Excel
In the modern world, we have plenty of software’s to work with the database. After all the sophisticated software’s final analysis will be done with spreadsheets only. If you are a small enterprise and cannot afford modern software’s then nothing to worry because in excel spreadsheet itself we can build a database of your business data. After all, the question is how can we build the database in excel spreadsheet? In today’s article, we will show you the way of building an excel database template.
How to Create a Database Template for Excel?
Below are some examples of creating a database template in excel.
Example #1 – Sales Database Template Creation
Sales are the mode of generating revenue to the company. Finances play a vital role in the smooth functioning of the business. Tracking your sales records very crucial as well. Now we will show how to build a “Sales Database” template in excel.
Step 1: When the deal or business proposal comes we need to decide on the kind of elements we need to record as part of the sales. Having all kind of information is generally a good option but if the data can add up your junk list then eliminate unnecessary ones.
In a common perspective, I have filled below general headings.
Step 2: Now based on the heading we can start fill in the data under respective heading. I have filled some sample data below.
One of the thumb rules of a database is, it should be in table format and each table should have its own unique name to it.
While creating the database once the headers of the data are fixed, we need to convert the format into table format. So in excel to we need to convert this to the table only.
To create a table we need to follow certain regulations. Below are certain rules.
Database records should not have any empty rows and empty columns.
These kinds of database format are dangerous to have especially when we have huge records to work with.
One of the reasons to avoid these blank rows and columns is due to the technicality of the spreadsheet. The moment spreadsheet recognizes the blank row or blank column it assumes that is the end of the databases and it leads to wrong numbers summary.
Step 3: To create a table place a cursor inside the data and press Ctrl + T to open create table dialogue box.
In this window make sure “My table has headers” checkbox is ticked because our database has headers otherwise excel treats headers as part of the data records only.
Step 4: Now, your table looks like as given below.
As it has created a table with its own color and formatting of the table.
We can change the default table style. Place a cursor inside the table to see a new tab in the ribbon as “Design”. Under “Design” we can see plenty of options.
Under Table Styles choose the kind of table style that you want to apply to the database.
Next, after the table creation, we need to name the table to give a unique name to it. Under Design only we can give a name to the table.
Now we can refer to this database by using this table name “SalesRecords”.
Since it is a table format to the database any new records entered below the last record will be updated to this table itself.
In the above image, I have entered the next serial number as 12, if I hit enter key now it will take this row to the table only.
Like this using excel spreadsheet, we can create our own databases.
Example #2 – Customer Database Excel Template
Creating a database excel template of customers is very key to any business. While creating a database template in excel, it is important to decide on what kind of information we need to collect regarding customers.
Below are the common details we usually collect regarding customers.
Fill in the detail based on the headings.
Similarly, create a table format for the database.
Keep entering the customer details as you collect and your table automatically expands as the database increases.
Things to Remember
- It is always a good practice to maintain the data in table format because using table format auto referencing of any addition and deletion of rows and columns are possible.
- Always give a unique name to the table.
- If you are good at MS Access then upload the file to the MS Access.
This has been a guide to Database Template For Excel. Here we discuss how to create a database template for sales and customer in excel along with examples and downloadable excel template. You may learn more about excel from the following articles –