Using the Product Competitive Analysis template
The Product Competitive Analysis template in Microsoft Office Excel 2007 is designed for
marketers to collect key business data about a company, its products, and competitors.
Understanding how your product compares to others will enable you to create smart positioning
strategies. This template is a starting point. It contains recommended components and
examples that you can use to customize a competitive analysis for your particular product.
The information that follows will help you customize and use this template.
This template uses a document theme, a feature you can use to apply, colors, fonts, and graphic effects throughout your
workbook with just a click. To apply a different theme or theme element to this template, do the following :
To change the theme, click the pointer in a cell. On the Page Layout tab, in the Themes group, click
Themes to view the Themes gallery. Click a theme, such as Deluxe, to change the theme.
To change the colors, fonts, or effects, in the Themes group, click the Theme Colors, Theme Fonts, or
Theme Effects button. Point to any option in a gallery to see a preview of how it will look in your
workbook. When you are happy with an option, click to apply the new theme element
CREATING AND EDITING CHARTS
You can add charts to this workbook or edit the existing charts.
To create a new chart on its own sheet, select the data you want to highlight, and then press F11. A new
chart appears on a separate worksheet.
To edit a chart, click in the chart, or select a chart element (such as an axis or data series) that you want to
edit. The Chart Tools tabs appear.
To change chart type, on the Chart Tools Design tab, in the Type group, click Change Chart Type. Select a
new chart type and then click OK.
To view and select a new chart style, on the Chart Tools Design tab, in the Styles group, click the More
button. Click any option in the Gallery to apply the new style.
To add or customize a chart element, such as the horizontal gridlines on an axis, on the Chart Tools
Layout tab, in the Axes group, click Gridlines, and then select a gridline element type, such as Primary
Horizontal Gridlines, from the drop-down list. Click the option you prefer.
To resize the chart and add custom formatting, such as fill color or fill effects for a data series, on the
Chart Tools Format tab, in the Current Selection group, select a chart element from the drop-down list,
such as Legend or Plot Area. Then, click Format Selection to open a formatting dialog box for the selected
CREATING AND EDITING TABLES
To better understand a series of related cells, such as chart or topic data, you can quickly format the selected cells
as a table by using table styles. In Office Excel 2007, when you add new data, the table range expands
automatically and the charts in your worksheet are updated based on the table data.
1. To format a range of cells as a table, select the range of cells. On the Home tab, in the Styles group, click
Format as Table. A table style gallery appears. Select a style from the gallery or click New Table Style to
create your own.
2. To change elements of your table, such adding a header row, click in the table. The Table Tools Design tab
appears. In the Table Style Options group, click the Header Row check box.
You can also format cells in your workbook individually. Using cell styles helps you keep formatting in your
workbook consistent, because you can reuse the same style without having to manually reapply formatting. To
format cells individually, select the cells to format and then do one of the following:
To apply a cell style, on the Home tab in the Styles group, click Cell Styles. A cell styles gallery appears.
Select a style from the gallery, or click New Cell Style to create your own.
To use the Format Cells dialog box, on the Home tab in the Cells group, click Format and then click Cells.
SAVING MACRO-ENABLED FILES
This template contains macros. For your security, the default file format in Office Excel 2007 (.xlsx) does not
support saving macros in your file. To save the macros in a workbook based on this template, save it as a macro-
enabled workbook (.xslm).
NOTE All four-character file extensions ending in the letter x do not support macros; those ending in the letter m
do support macros.
To save your workbook as a macro-enabled file, do the following:
1. Click the Microsoft Office button, and then click Save As.
2. In the Save As dialog box, in the Save as type list, select Excel Macro-Enabled Workbook (.xslm), and
then click OK.