Product Database Template
Product Database Template helps you keep track of product portfolio with visual info analysis. Fully dynamic and all in Excel.
Regardless of which area your business operates in, when products and/or services are involved keeping track of the overall product portfolio could be messy. Having one master file would save you a lot of trouble to record changes in product specs. Imagine that’s already in Excel with no need for any additional software. That’s when the Product Database Template Excel Sheet comes into the picture.
This sheet can be used for internal departmental communication as well as business-to-business operations. From sales to distribution, all parts of the supply chain can refer to one single file to check the product information. With the option to accommodate a large amount of information, this Product Database is essential in organizing and retrieving needed information.
Product Database Template Features
The template includes five main sections. These are 1. Navigation Menu, 2. Metric Info, 3. Settings, 4. Database and 5. Output sections.
Dynamic List, Product Form and Dashboard are the output sections of the Product Database Template.
1. Navigation Menu
By using the navigation menu you may easily switch between sections of the Excel spreadsheet. You can navigate between each sheet by clicking on the buttons. Furthermore, you may also find the instructions notes here which explain the main functions of each section.
2. Metric Info
There are two ready-made columns in this sheet: Metric and description. While the metric column is necessary for the template to function, descriptions are optional.
Firstly, in the metric list, you will input data that will be used throughout other templates sheets such as Database, Dynamic List and Product Form sections. Moreover, your dropdown selection options in those sheets will be populated from this metric list. Up to 30 different metrics can be input into the list.
After defining your metrics, feel free to continue with the Settings section. The metrics you input in the previous section will be displayed on the dropdown list in settings headers. Optionally, you may select up to fifteen different metrics and continue with including properties for each metric category. These options will be displayed in the database. By default, you will have seven metric columns, if you would like to input more metrics press the “+” sign on the top to add additional columns.
This is the main sheet of the Product Excel Sheet. By default, you can edit the 7 ready-made info columns by using the arrows on each cell. These arrows will bring the dropdown options for you to select.
You will select the headings from desired metrics entered on the ‘Metric Info’ sheet. If you have added the details for these metrics on the settings section, you can also select them from cell drop-downs. If you wish to do so, you can also input your data manually.
Should you need to add further info columns after the readily made seven, just click on the arrow with no heading and select which category to be added. The database accommodates up to 30 columns and 2000 rows.
5. Output Sections
Product Database Template has three different output sections. These are Dynamic List, Product Form and Dashboard. All these sections gather their data from the Database sheet. The dropdown and filtering options available will be based on your input in the Database section. We will explain these Excel template sections below in detail.
5.1. Dynamic List
Dynamic product list grounds on the product database input. In addition, you will see the filtering options on the left side of the product output list. According to these selections, your list will populate automatically.
You may not only select the filter categories but also decide the displaying data. In addition, you can also use the column dropdown options to decide on which metric categories you will include in the dynamic list. Please note that, in addition to the products information, you may select up to 10 different info columns.
5.2. Product Form
Here you can self-create unique product forms by selecting a product and product specs for the form. Start by selecting the desired product, and continue with adding each product property by using the dropdown options. As this list is fully customizable you can easily design the blanks and order according to your needs.
Last but not least, you are able to create interactive visualization charts in the dashboard section. Just choose the metric category from the top of each chart and this will update the charts automatically.
There are four different charts you can utilize and customize based on your needs. After selecting the analysis metric from the dropdown options arrow, you can also change the design and colors of the charts.
Product Database Template Features Summary:
- Product data analysis in Excel
- Customizable input data table
- Dynamics summary charts
- Informational notes included
- No installation needed, ready-to-use
- Works both on Mac and Windows
- Compatible with Excel 2010 and later versions
- Does not include any VBA code or macros