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·DADM_Tools add-in: For various reasons, some users of our DADM and PMS books prefer not to use the Palisade add-ins discussed in these books. To provide another alternative, I created my own add-in called DADM_Tools that provides much of the basic functionality of the Palisade software. This add-in, written in Excel’s VBA language, is not used in the books but it is available here for free. Because it is totally free, no support is available. However, it is very easy to use, and it is compatible with Excel for Windows and Excel for Mac. Here is a link to instructions: DADM_Tools Help.docx. Here is a link to the add-in: DADM_Tools.xlam.

·Random Functions Add-Ins: The DADM_Tools add-in mentioned in the previous bullet includes, among other things, a simulation program. For technical reasons, the custom functions I developed to generate random numbers from various probability distributions are not included in the DADM_Tools add-in.

oFor Windows users, the random functions are contained in a special type of add-in (an XLL that works only with Excel for Windows 2010 or higher). First read the following: RandGen Add-In.docx (updated 1/24/2019). Then install the add-in by running the Setup file in: RandGenSetup.zip.

oFor Mac users, the random functions are in the following add-in: Random Functions for the Mac.xlam.

·Excel tutorial: Here is the free version of my Excel tutorial: Excel Tutorial for Windows.xlsx. (It provides information for upgrading to a more complete version called ExcelNow!.) You can also download a version of the tutorial for the Mac: Excel Tutorial for the Mac.xlsx. By comparing these, you can see which features in Excel for Windows are not included in Excel for the Mac.

·Analysis ToolPak Guide: This is a supplement to our books for those of you who would like to use Excel’s built-in Analysis ToolPak add-in, rather than StatTools, for statistical analysis. The zip file contains a pdf version of the guide and accompanying data files: Analysis ToolPak Guide.zip

·SolverTable Add-in: Each version below has a corresponding Help file (a Word file) that you should read before contacting me about problems. Each zip file below contains only two files: the .xla or .xlam add-in file and the Word help file. You should unzip both to the same folder (any folder of your choice) and then read the help file for more instructions. The next two bullets address some possible problems users have had.

oSolverTable fix: For those of you who have problems with SolverTable, here are instructions for a possible fix: Fixing SolverTable.docx.

oMissing Solver Reference: Here is another possible fix for SolverTable: Missing Solver Reference.docx

oSolverTable tip for international users: A user from outside the US discovered why his SolverTable wasn’t working. The problem was in the numerical settings (decimal symbols and list separators), and the fix was to change these in Windows settings. I’m not sure how common this problem might be, but if you’re outside the US and your SolverTable isn’t working, this is worth a try.

oA strange SolverTable problem: Reynold Byers and his students at Arizona State discovered that in a straightforward integer-constrained model, SolverTable gave slightly suboptimal solutions. I originally thought this had to do with the Integer Optimality setting, but that wasn’t it. They found that the decimal input being varied, something like from 0 to 0.6 in increments of 0.1, was not being set to exactly 0.4, say, but instead to something like 0.400025 – a slight roundoff – and this was enough to cause the suboptimal solutions. Great detective work on their part, but I’m not sure how to fix the problem. Anyway, be aware!

oFor Solver that ships with Excel 2019 or Office 365: There is no “new” SolverTable add-in for either of these. As far as I’m aware, SolverTable for Excel 2016 should work fine with either of these. I’m currently using it with Office 365 and haven’t run into any problems.

oFor Solver that ships with Excel 2016: SolverTable 2016.zip

¨This version is basically the same as the 2013 version.

oFor Solver that ships with Excel 2013: SolverTable 2013.zip

¨This version wasn’t created because SolverTable 2010 wouldn’t work with Excel 2013. Rather, I made some technical changes in the software. Probably the main change is that this version now starts each Solver run from the original solution in the decision variable cells. (In previous versions, it started each Solver run from the previous Solver solution.)

¨Modified on 10/5/2015 to open the Help file in a simpler manner (less possibility of an error occurring).

oFor Solver that ships with Excel 2010:SolverTable 2010.zip

¨Modified on 10/5/2015 to open the Help file in a simpler manner (less possibility of an error occurring).

¨Modified on 4/26/2012 to fix a problem with long worksheet names. Basically, Excel allows worksheet names to be no longer than 31 characters. SolverTable creates a hidden sheet with its settings, and the name of the sheet is the model sheet name plus the suffix “_STS”. So if the name of your model sheet has from 28 to 31 characters, this would create an error. SolverTable now warns you before the error occurs.

¨Modified on 12/5/2011 to fix a potential sheet-naming problem.

¨Modified on 11/8/2011 to fix a potential problem where a user mistakenly selects the Simplex LP method on a nonlinear model. The previous code could get into an infinite loop in this case. A similar fix was made (see below) to the 2007 and 2003 versions. However, this 2010 version might not work correctly in 2007 or 2003 because of a subtle code change Frontline Systems made in its 2010 version of Solver.

¨Modified on 10/7/2010 to fix a bug that occurred when a user mistakenly ran SolverTable from an STS sheet (not a model sheet)

¨Modified on 9/24/2010 to make it compatible with the GRG Nonlinear Multistart option

¨Modified on 9/3/2010 to be compatible with 64-bit Office 2010.

oFor Solver that ships with Excel 2007:SolverTable 2007.zip

Free Excel For Mac Computers

¨Modified on 4/26/2012 – see point 2 above for the 2010 version

¨Modified on 12/5/2011 – see point 3 above for the 2010 version

¨Modified on 11/8/2011 – see point 4 above for the 2010 version

¨Modified on 10/7/2010 to fix a bug that occurred when a user mistakenly ran SolverTable from an STS sheet (not a model sheet)

oAn interesting use of SolverTable: One way to use SolverTable is to let the Input cell(s) (for a one-way or two-way table) be the initial value(s) of decision variable cell(s). For a linear model, the only point in doing this would be to check that Solver indeed gets to the optimal solution regardless of the initial values. For a nonlinear model, this could be used to check whether there are local optima that Solver might get to, depending on the initial values it starts from. For example, for problem 7.48 of PMS 3e, which has exactly two decision variable cells, it is easy to show that Solver gets to the global optimum only for some initial values of the decision variable cells. (Thanks to Tom Schriber for this suggestion.)

·StatPro and StatBasics Add-Ins

oStatPro for Excel 2007 and later: Although I no longer support StatPro, I tinker with it from time to time, and this version is the result: StatPro New.zip. It doesn’t have all of the options from the original StatPro (stepwise regression is missing, e.g.), but it has some new features and a slightly different interface. It is contained in a single .xla file, and it does work with Excel 2007 and later versions. To load it, just double-click the .xla file.

oStatPro for the Mac: Some of you have requested a version of StatPro for the Mac, that is, for the Mac version of Excel. This was originally impossible because Excel 2008 didn’t even have VBA, the programming language. That changed in Excel 2011, but the VBA interface is quite different from the one in Excel for Windows. Anyway, I gave it a shot, and you can try out this version: StatPro for Mac.zip. However, you’re completely on your own; I provide no support for this version.

oStatBasics for Excel 2007: StatBasics for Excel 2007.zip. This is a mini version of StatPro I created (mostly to sharpen my programming skills). It provides only the basics: summary measures and useful statistical charts. Installation instructions are in the zip file. Try it out, but keep in mind that I do not provide support for it.

• NCAA March Madness simulation: Here is the simulation for 2019: March Madness 2019 with Data Table.xlsx. Also, here is a version that calculates the probability of a perfect bracket, i.e., successfully predicting the winner of each game: March Madness Probabilities 2013.xlsx. (I didn’t update this file after 2013, but you can if you like. The probability of picking all winners will still be infinitesimally small.)
• Transient queueing analysis: Transient Queue.xlsm Did you know that you can analyze queues with time-varying behavior (e.g., arrival rates that increase during peak periods of the day) with spreadsheets, using analytical approximations, not simulation or steady-state analysis? This is indeed possible, as Wayne Winston has pointed out in the 4th edition of his Operations Research book. Although Wayne's approach is to use Excel formulas, this file uses a VBA program to perform the calculations. Enjoy!
• Automating Sudoku with VBA: Sudoku.xlsm (or Sudoku16.xlsm) If you love the laborious effort of working Sudoku puzzles—the pencil marks, the erasing, etc.—then you should not open these files. But if you want to see how powerful VBA programs can be, check it out the Sudoku.xlsm file. (You can check out the VBA code to see how it works.) And if you want to go a step farther, with 16x16 grids instead of the usual 9x9 grids, check out the Sudoku16.xlsm file. (Note: I changed these files slightly in April 2016. Specifically, the Sudoku.xlsm file now has an Algorithm sheet that walks you through the algorithm implemented in the VBA code. The VBA code is a bit hard to follow – a lot of nested loops – but the algorithm itself is quite straightforward.)

Visit the Cengagesite for our books.

Send e-mail to albright@indiana.edu

Albright and Winston are both retired from the Kelley School of Business, Indiana University, Bloomington.

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Updated: 10/8/2019

In this article, you’ll find the top Excel templates for a variety of use cases – from project management to budgeting — compatible with all Mac operating systems. Manage your projects, track budgets and deadlines, and plan schedules effectively with these helpful, preformatted templates in Microsoft Excel.

Included on this page, you'll find a variety of templates for many use cases, such as a Gantt Chart template, a project planning template, a business budget template, and more.

Gantt Chart Template for Mac

Organize, track, and manage your projects and timelines with this easy-to-use Gantt chart template. Input project tasks, start and end dates, and durations to create a high-level overview of your timelines and ensure that you meet all of your deadlines and are able to appropriately allocate resources.

Download Gantt Chart Template for Mac

Excel | Smartsheet

For more information on creating a Gantt chart in Excel on a Mac, visit this article for step-by-step instructions and an instructional video. For more general information on Gantt charts, like specific use cases, the features of a Gantt chart, and the benefits in implementing one in your next project, visit this article.

Agile Project With Gantt Chart Template for Mac

Track your project details, group specific tasks into sprints, and view project progress with this Agile project plan template. Gain a high-level overview of your project with the included Gantt chart, which allows you to view task start and end dates, durations, and people assigned to each phase of the project.

Download Agile Project with Gantt Chart Template for Mac

Excel | Smartsheet

Project Planning Template for Mac

Document all your project details, from tasks to durations to percentage of tasks completed, with this comprehensive project planning template for Mac. Manage and track projects, both large and small, and ensure that all stakeholders and team members are kept up to date on project progress. House all necessary project information within this project plan to keep details in context and to keep projects moving.

Download Project Planning Template for Mac

Excel | Smartsheet

Project Timeline Template for Mac

Easily track projects of all sizes with a timeline that displays tasks and milestones for each project phase. Use this template to create a weekly, monthly, and annual timeline in order to quickly identify dependencies and get an overview of the entire project. You can also use this template as a tool for project planning, scheduling, and tracking.

Download Project Timeline Template for Mac

Excel | Smartsheet

Inventory Tracker Template for Mac

Leverage this template in your next project to view inventory by item name, description, or ID number, track the total quantity and value of your current inventory, set reorder dates, and identify discontinued items. Customize the columns based on how you want to track your inventory, and the totals will automatically calculate.

Download Inventory Tracker Template for Mac

Excel | Smartsheet

Sign-Up Sheet Template for Mac

Use this generic sign-up sheet for a variety of uses, from classes and meetings to social events and club get-togethers. Record attendance by participant name, signature, email address, and more to log attendance and times in and out. Edit the template as needed to capture all necessary information for your event.

Timesheet Template for Mac

Manage employee hours and ensure you are awarding them with the appropriate pay rates with this timesheet template for Mac. With space to document daily and weekly hours, income earned, vacation days and rates, and overtime hours, you can accurately track each employees’ pay rates. Simply insert the data into the correct cells, and your totals will automatically calculate.

Download Timesheet Template for Mac

Free Excel App For Mac

Excel | Smartsheet

To-Do List Template for Mac

This basic to-do list template can be customized to be a daily, weekly, or monthly to-do list based on your desired time frame. Write out your individual tasks for the allotted time period, update the status of each task, set priority levels, assign due dates and owners, and add notes to manage additional details.

Download To-Do List Template for Mac

Excel | Smartsheet

Monthly Calendar Template for Mac

Use this calendar template to schedule, plan, and track important dates or tasks on a monthly cadence. Easily plan for events of all types and sizes, track against deadlines, and view both previous and upcoming months for even easier planning efforts. This is a classic calendar-style template in a landscape format.

Download Monthly Calendar Template for Mac

Weekly Calendar Template for Mac

This weekly calendar template makes it easy to plan for events, tasks, and deadlines for the upcoming week. Visualize your schedule and plan accordingly by noting all events directly on the calendar. With space to add additional notes or comments, you’ll also be able to effectively plan for the week ahead. This calendar also includes all U.S holidays.

Daily Planner Template for Mac

Use this daily planner template to track appointments, important events, and upcoming deadlines to keep yourself on schedule. With sections for prioritized tasks and notes, this daily planner template can help you stay organized throughout a busy day. This free, printable template allows you to create your own planner and customize it to match your needs.

Download Daily Planner Template for Mac

Excel | Smartsheet

Timeline Template for Mac

Use this timeline template to assist your strategic planning process by highlighting goals and tasks over a set time period. You can use the template to facilitate discussions around key points or to create a summary timeline of a larger strategic plan. Simply edit the task section to meet the needs of your business or organization.

Business Budget Template for Mac

Track monthly income against expenses to ensure you remain within your budget with this simple business budget template. Choose either a services- or goods-based business and manage expenses as they come in. This template can help you gain a closer look at where company funds are both made and spent via categories that identify where the most money is going or coming from.

Download Business Budget Template for Mac

Excel | Smartsheet

Personal Budget Tracker Template for Mac

List personal income, expenses, and savings goals in this detailed budget tracker template, which allows you to plan for the future and set overall budgeting goals. With space to detail all of your expenses, from rent to car payments, you can view how they stack up against the money you’re bringing in every month.

Download Personal Budget Tracker Template for Mac

Excel | Smartsheet

Balance Sheet Template for Mac

Gain a quick snapshot of your company’s financial position at any given moment with this comprehensive balance sheet template. Use the template to summarize the company’s assets, liabilities, and equity, and give investors an idea of the health of the company.

Download Balance Sheet Template for Mac

Excel | Smartsheet

Monthly Budget Calculator Template for Mac

Divide your monthly expenses into separate categories, like housing and transportation, and compare it to your average income to see how much you can save and spend on a monthly basis. The calculator will do all the work for you: Simply add in your payments and income, and the total will automtically calculate to give you an overview of how well you’re sticking to your budget.

Invoice Template for Mac

Use this template to document service descriptions and calculate totals to accurately bill a client or customer. This detailed template includes space to add a service description, quantity of hours, pay rates, and sales tax, so the heavy lifting is done for you. Simply input your data and send the invoice to the designated recipient.

Download Invoice Template for Mac

Excel | Smartsheet

Expense Report Template for Mac

Efficiently document your expenses with this detailed expense report template, which allows you to track the data, type, and total amount for each expense. Categorize your expenses with customizable columns, and watch the total reimbursement amount calculate for you with preformatted formulas.

Download Expense Report Template for Mac

Excel | Smartsheet

Receipt Tracker Template for Mac

Stay on top of your expenses with this complete receipt tracker template. Simply fill in the details from your receipt, including a description, the category of expense, the total amount, and any additional sales tax. Use this template to keep all your receipt details organized and tracked, so you’re never surprised by expenses again.

Income Statement Template for Mac

Gain insight into the financial performance of your company over a defined period of time with this income statement template. Sometimes referred to as a profit and loss statement, an income statement provides a comprehensive summary of revenue, expenses, and net income, so you can stay on top of your business’s financial health.

Download Income Statement Template for Mac

Excel | Smartsheet

Discover a Better Way to Manage Projects, Timelines, and Budgets

Using a tool to manage, track, and report on projects, timelines, and budgets is more effective than doing it manually — or simply not tracking it at all. You need to be able to estimate how long each task will take, allocate appropriate resources, assign team members, and track budgets to ensure you stay within the bounds of your expense limits. To do all this reliably, however, you need a project management solution to help ensure that your next project is delivered on time and on budget.

One such solution is Smartsheet, a work execution platform that enables enterprises and teams to get from idea to impact — fast. Top project management leaders rely on Smartsheet to help align the right people, resources, and schedules to get work done.

Use Smartsheet to create consistent project elements, increase speed, and improve collaboration with scalable options that fit individual work preferences. Hold yourself and your team accountable, improve visibility into team priorities, and ensure nothing slips through the cracks.

Try Smartsheet to discover a collaborative, real-time way to manage your projects and budgets.