Excel Database Template

Database Template For Excel

In the modern world, we have plenty of software 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 about because, in the excel spreadsheet itself, we can build a database of your business data. After all, the question is, how can we build the database in an excel spreadsheet? In today’s article, we will show you the way of building an excel database template.


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How to Create a Database Template for Excel?

Below are some examples of creating a database template in excel.

You can download this Excel Database Template here – Excel Database Template

Example #1 – Sales Database Template Creation

Sales are the mode of generating revenue for 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 kinds 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.

Excel Database Template Example 1

Step 2: Now, based on the heading, we can start fill in the data under the respective heading. I have filled some sample data below.

Excel Database Template Example 1-1

One of the thumb rules of a database is, it should be in table format in excelTable Format In ExcelExcel comes with a number of table styles that you may quickly apply to a table format. In Excel, you can design and use a new custom table style of your choice. read more, 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 a 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.

Excel Database Template Example 1-2

These kinds of database formats 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 the spreadsheet recognizes the blank row or a blank column. It assumes that it is the end of the databases, and it leads to the 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 the “My table has headers” checkbox is ticked because our database has headers; otherwise, excel treats headers as part of the data records only.

Excel Database Template Example 1-3

Step 4: Now, your table looks like as given below.

Excel Database Template Example 1-4

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.

Excel Database Template Example 1-5

Under Table Styles, choose the kind of table style that you want to apply to the database.

Excel Database Template Example 1-6

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.

Sales Example 1-7

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.

sales Example 1-8

In the above image, I have entered the next serial number as 12; if I hit the enter key now, it will take this row to the table only.

Sales Example 1-9

Like this using an 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.

Customer Example 2

Fill in the detail based on the headings.

customer Example 2-1

Similarly, create a table format for the database.

Excel Database Template Example 2-2

Keep entering the customer details as you collect, and your table automatically expands as the database increases.

Things to Remember

Recommended Articles

This has been a guide to Database Template For Excel. Here we discuss how to create a database template for sales and customers in excel along with examples and a downloadable excel template. You may learn more about excel from the following articles –

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