How to Create a Database in Excel
Creating a database in Excel is a great way to gather and monitor information. Databases can list the names and addresses of potential and current clients for ongoing marketing campaigns. Promotional results can be added to the existing information, sorted, analyzed and further utilized to fine tune your sales efforts. Databases can also be used for tracking sales dollars, percentages, monitoring achieved goals, tracking inventory and so much more. Follow the steps below to learn how to construct a simple database as a beginning foundation on which to build a customized structure upon.
In Excel, open up a new document and begin with "Row 1" and "Column A." Type in short, one to two word descriptions for each column to best describe the information you will be gathering.
Add your data, going down each row and column as needed.
If your newly added information is not displayed on the screen in it's entirely, place your curser between the two columns that are affected by the hidden data and double-click.
From the toolbar menu, select "File" and then choose "Save as" and give your file a descriptive name.
To close the document, select "File" from the toolbar menu, and then choose "Exit."
Tips & Warnings
- Streamline your data by using databases to gather, store and update frequently changing information.
- Keep it simple in the beginning. Mold a structure, then build upon it to avoid collecting redundant, unimportant and non-useful content.
- Give your file an easy-to-remember name and place it where you can access this important data quickly when you need it. Searching for documents can take up valuable time, and productivity and dollars are lost when data cannot be found precisely when needed.
- Save your file often to avoid irreversible database loss of information.