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  • 2/6/2015
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  1. Create workbooks

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Excel provides a practical yet powerful way to store massive amounts of data. This chapter from Microsoft Office for iPad Step by Step guides you through procedures related to creating workbooks and worksheets, managing worksheets and worksheet elements, populating worksheets with text or numeric data, modifying worksheet structure, and formatting data for presentation. It also includes procedures for efficiently displaying, filtering, and sorting data to provide specific information and perspectives.

Excel provides a practical yet powerful data management framework. You can store massive quantities of data within this deceptively simple structure, analyze that data, and present the resulting information in a variety of structures. The key ingredient in all of these tasks is the original data. The final presentation or analysis is only as good as the data it’s based on. This “garbage in, garbage out” rule is true for many business tools, programs, and processes; Excel is no exception.

A worksheet can contain a vast amount of static and calculated data. You can structure worksheet content so that data is presented correctly on the screen and when printed, and you can format data so that it is easier for readers to locate and understand specific categories of information.

This chapter guides you through procedures related to creating workbooks and worksheets, managing worksheets and worksheet elements, populating worksheets with text or numeric data, modifying worksheet structure, and formatting data for presentation. It also includes procedures for efficiently displaying, filtering, and sorting data to provide specific information and perspectives.

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Create workbooks

As with other Office files, you can create a blank Excel workbook or a workbook that contains content from a template. Excel templates focus more on purpose than on appearance; they provide structure and functionality for specific types of information.

The templates that are available from within Excel for iPad range from a simple to-do list to a complex financial report and include expense reports, sales reports, household budgets, marketing budgets, time sheets, invoices, loan calculators, and ledgers. Most of the templates include basic calculations; some include advanced calculations and visual representations of data. Even if these don’t meet your specific needs, they can serve as a good example of ways to collect, track, process, or present data.

Excel for iPad has 16 built-in templates, including the blank workbook

Only the templates that are installed with Excel for iPad are available from the New page. Other workbook templates are available for Excel Online, and hundreds are available from within the desktop versions of Excel. If you create a workbook based on one of these templates and save the workbook to a shared storage location, you can then open and edit the workbook on your iPad.

You can access templates for Excel Online from your iPad by using Safari or another web browser to visit store.office.live.com/templates/templates-for-Excel.

Additional templates are available online

To create a blank Excel workbook

  1. In the Backstage view, on the File bar, tap New.
  2. On the New page, tap New Blank Workbook.

To create a workbook from a built-in template

  1. In the Backstage view, on the File bar, tap New.
  2. Locate and then tap the thumbnail of the workbook template you want to use.
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In this article, we’ve researched and collected the top inventory management templates for Excel to help you streamline your inventory tracking process.

Excel Store Format


Included on this page, you’ll find a stock inventory control template, food inventory template, asset tracking template, and more.

Stock Inventory Control Template

Excel store number as text

Excel Store Date As Text

If you’re managing stock for a retail business or materials to be used in manufacturing, you know how critical inventory management can be for optimizing sales and productivity. This stock inventory control template can help you identify when it’s time to reorder stock, reduce excess inventory, access supplier information, and easily locate items in storage. It’s easy to view the entire lifecycle of your stock, including items on backorder.

We've also included pre-built templates from Smartsheet, a work execution platform that empowers you to better manage your inventory operations with real-time collaboration and process automation.

See how Smartsheet can help you be more effective

Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet.

Basic Inventory Control Template

Simple and easy to use, this basic inventory control template is perfect for a small business or any business that doesn’t need a lot of bells and whistles to manage inventory. View inventory by item name, description or ID number as well as unit price. Track the total quantity and value of your current inventory, reorder dates, and discontinued items. Managing inventory is straightforward with this template because of its clean design. As with all of the Microsoft Excel templates included on this page, the columns can be customized for your business, and calculations are completed for you.

Food Inventory Template

This free template is specifically designed for tracking food stock. Restaurants and caterers can organize their inventory based on categories of food, like meat, vegetables, or desserts, and easily view the current quantity of food stock and inventory costs.

Windows Store Excel

Asset Tracking Template

Keep track of your business assets like computer hardware, equipment that needs to be maintained, and tools with this free asset tracking template. This is a simple asset tracking system intended for smaller businesses, but it allows you to view not only the quantity and value of your assets, but also warranty dates, supplier information, physical location, serial numbers and more. To modify the template, simply remove any columns that you don’t need, or add new columns to increase your level of organization and detail.

Equipment Inventory Template

If your business is using costly equipment, use this free template for tracking the value, condition and location of your equipment inventory. Keep track of operating costs, depreciation, loan balances and more. Having all of this information easily accessible will help you know when it’s time for an equipment upgrade, which items are being used the most, which are most expensive to operate, and where equipment is being stored. Boost your operational efficiency and save money by accurately tracking your equipment inventory usage and costs.

Home Inventory Template

In case of a natural disaster, fire or burglary, having a home inventory spreadsheet can make life a whole lot easier. Going through a traumatic experience and losing personal possessions is hard enough without having to remember what items were lost and how much they were worth. This home inventory template makes it easy to document your home assets, including model and serial numbers, purchase price, and current value. The spreadsheet includes a column for location, so items can be organized based on rooms in your home. There are also fields for insurance information so that you can easily access your policy number and insurance agent.

Personal Inventory Template

Like the home inventory template above, this template allows you to record personal belongings so that you’re prepared in the event of a natural disaster or other emergency. A personal inventory template is also a useful tool for simply tracking personal collections such as media, artwork, books and other collectible items. The template allows you to categorize your personal items, describe their condition, and document their value. Since this is a free excel template already created for you, it’s also a quick way to track your valuables.

Software Inventory Template

IT professionals can save time with this software inventory tracking template. Keep track of your software and hardware purchases, license expirations, and upgrades to make managing software inventory easier. This template is specifically for tracking software, which sets it apart from other asset inventory spreadsheets. You can easily locate where certain software was installed, access supplier and purchase information, and view license renewal dates.

Benefits of Using Inventory Templates

The free templates below vary depending on whether you’re managing business assets, personal possessions, food stock, or some other type of inventory. But here are some of the basic benefits individuals and businesses can gain from using templates for inventory management:

  • View current inventory levels: A template can provide easy access to the quantities of various products currently in stock, which is a vital first step in keeping operations running smoothly.
  • Manage reordering: Tracking inventory will help you accurately identify when products need to be reordered as well as which items are discontinued.
  • Create business statistics: View sales patterns, identify best-selling products, and track your top suppliers.
  • Protect your investments: This applies to home users seeking insurance coverage for personal property as well as companies tracking computer hardware, tools and equipment, or merchandise. Knowing what you have in stock, where it’s located, and what it’s worth will help you maintain assets and know when it’s time to upgrade.
  • Save time and money: Especially for small businesses, a template allows for easy data entry, quick access to product and order details, and a customizable format that can change along with the business.

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