e excel trip

Where do you want to stay ?

Search low prices on 2.3+ millions hotels and 450 flights.

Travel with crypto

Easily Pay for your bookings using your favourite cryptocurrencies

Easy Booking

Effortless booking with XcelTrip.

Lowest Price

Unbeatable Prices. Save More Today.

24/7 Support

Uninterrupted Support, Anytime, Anywhere.

Enjoy exciting deals and offers

Popular Destinations

See what's popular with other travellers

Kuala Lumpur

Login to your account.

How to Create a Trip Planning Spreadsheet [5 Free Templates]

• Last updated April 25, 2023

Travel planning can get exhausting, especially when you have no clear starting point. You can make this (at least) tolerable by creating a trip planning spreadsheet. Here, you can keep your itinerary, transportation details, budget allocation, and similar aspects.

In this article, we’ll discuss how you can create a trip planning spreadsheet using Google Sheets and why it’s so useful. We’ll also provide five different templates you can readily use for your travel planning.

Table of Contents

How to Create a Trip Planning Spreadsheet on Google Sheets

Step 1: make multiple tabs on your spreadsheet.

To keep your travel planner tidy, you should first create several tabs inside your spreadsheet. This allows you to categorize the kinds of information you’re going to deal with. For example, you can separate your flight details from your budget planning.

Follow the instructions below to do this.

• Launch your browser, then go to https://sheets.google.com/ .
• Click “ Blank ” under the “ Start a new spreadsheet ” section.

• Hover over the name of the current worksheet (usually named “ Sheet1 ”), click on the drop-down arrow, then select “Rename.”

• Type your preferred worksheet name, then press  “Enter”  or “Return”  on your keyboard.
• To add another worksheet, click on the  “Add Sheet”  icon (plus + symbol) at the bottom-left corner of your screen.

• Repeat steps 1 to 4 to rename the worksheet.

Common Tabs to Add

You can create many kinds of worksheets depending on your specific requirements. Here are some common tabs you’d typically see in a trip planning spreadsheet:

• Itinerary: Include the basic details of the places you plan to be in, like dinner reservations, conferences you need to attend, tourist attractions, etc.
• Transportation: Keep your flight schedule, the routes you plan to take, your commute options (car rental, bus, etc.), and similar information.
• Accommodation: List the names and locations of your lodgings. You can also include whether or not you’ve made a reservation already, the room prices, and more.
• Food: Plan where you can get your meals, the restaurants you want to visit, and the average costs of eating out.
• Budget: Track your day-to-day expenses and see how much money you’re left with.
• Packing List: Don’t leave anything essential at home before embarking on your trip — passports, IDs, cash, and similar things.
• Activities:  List the things that you can do at your destination, like bar hopping, nightlife activities, concerts, and so on.

Step 2: Add Column Headers

After creating multiple tabs, you can further categorize your details using column headers. These are found at the top of your worksheet, describing what kind of values are present in a column’s cells.

To add column headers, simply follow these steps.

• Click on the first cell (cell A1) in the upper-left corner of your worksheet.
• Enter your preferred column header, such as “Location”  (as used in our example).
• Repeat the previous step for other cells in the same row. (We used the headers “Date,” “Time,” “Transportation,” “Costs,”  and  “Status”  in our example below).

• Once done, select all the column headers you’ve added, then click “Bold”  in the toolbar.

• Alternatively, you can make them bold by pressing “Ctrl” + “B” (or “Cmd” + “B”  for Mac) on your keyboard.

Common Column Headers

The column headers we’ve used in the demonstration above are applicable to the Itinerary tab. Keep in mind that you can virtually use any word or phrase for your column headers, though. Below are some options you can consider.

For the Accommodation tab

• Nearby shops and attractions
• Room prices

For the Transportation tab

• Travel date and times
• Flight details, such as flight schedule and flight number
• Car rental company, including name, address, and contact number

For the Budget tab

• Daily budget
• Total budget
• Total amount spent
• Amount remaining
• Expense description

After adding your column headers, you can start filling out the fields with your information.

Step 3: Personalize Your Travel Planning Spreadsheet

All that’s left for you to do is add a touch of creativity to your vacation spreadsheet. Here are some ways you can do this.

Use Conditional Formatting

The term “conditional formatting” simply refers to a change in a cell’s appearance when certain requirements are met. Below is an example where we change a cell’s color to green when it contains the word  “Done.”

• Right-click on a cell, then select “View more cell actions” > “Conditional formatting.”

• On the side panel that appears, click the drop-down list under the “Format cells if…”  menu.

• Select  “Text is exactly”  from the options.

• Type  “Done”  in the “Value or formula”  field.
• Click on the “Done”  button to save your changes.

• Drag the cell’s contents to copy the conditional formatting rules to other cells.

Use Alternating Colors

If you’re dealing with a lot of details, you can also use alternating colors, making it easier for you to read. Here’s how to enable different cell colors on your spreadsheet.

• Select the cells you want to display in alternating colors.
• On the menu bar, select “Format” > “Alternating colors.”

• Choose your preferred color, then click the  “Done”  button to save your changes.

When to Use a Trip Planner Template

You can use spreadsheets every time you’re planning a trip — there’s no reason you shouldn’t! They are handy regardless of whether you’re traveling to a nearby town or going on an overseas vacation.

How about trip planner templates? Well, if you don’t have the time to create a spreadsheet from scratch, using a template would be excellent. These are some helpful pre-made planners that are ready for you to fill out.

Free Google Sheets Trip Planner Templates

1. daily itinerary planner spreadsheet.

Especially when traveling to faraway places, going into detail about the activities you plan to do daily is a good practice. You can share this daily itinerary with the people you went on a trip with, letting them know where to find you in case of grave situations.

Template Features

• Categorize your itinerary into multiple days (which are color-coded for organization)
• Describe your activities in a separate section and indicate the time and location where you’ll do them
• List the diners or restaurants where you can eat near the location of your activity
• Schedule your day properly by indicating the end time for each activity

Access Template

2. Travel Budget Template

Allocating your travel budget ahead of time lets you set boundaries when it comes to spending. This lets you know what costs you need to put first, too. Such money allocation is rarely followed, though (with impulsive purchases and unplanned expenses), making it important to have an expense planner and tracker throughout your trip.

• Categorize your expenses per location according to the transportation you used, your accommodation, food you ate, and activities you did
• Pick from a drop-down list of common transportation methods (e.g., bus, car rental, ferry, etc.)
• Enter your total and daily budget allocation, as well as their converted counterparts in your destination’s local currency
• Automatically calculate your daily expenses, including the total amount spent and your remaining budget for the day
• Calculate your total expenses throughout the trip, as well as the amount remaining from your budget

3. Travel Checklist Template

Successful and non-stressful trips can’t go without good preparation. For example, you’d want to ensure that your passport hasn’t expired yet before strutting over to your flight. A travel checklist spreadsheet would be handy in this case.

• Set a completion status for each of your to-dos
• Categorize your to-do list into  “Travel prep,” “Home prep,” “Transportation,”  and “Money/documents”
• Add notes to each item on the list
• Set a due date for your to-dos
• Determine the number of days remaining for you to accomplish the things listed with an automatic counter included
• Automatically count the number of tasks that are not yet done and those already finished

4. Destination Planner Spreadsheet

Researching your destination should always be part of your planning. For example, you want to know the available hotels and accommodations that you can opt for in your target location. This lets you find the ones with the lowest prices, the most convenient in terms of route, and more.

Knowing the current climate and the community there would be essential too. This allows you to anticipate what things to bring, what activities you can possibly do, and similar aspects.

• Enter your destination’s information, such as its current season, whether it’s rural or urban, and more
• List the tourist spots that you can visit in your destination, including their name, specific location, and transportation route
• Detail the activities that you want to do, together with their category, description, duration, and estimated expenses
• Find and compile a list of all available accommodations in your target location, as well as their name, address, price range, and pros/cons

5. Packing List Template

Before your trip, it is helpful to make a packing list of everything you’ll need — bathing essentials, clothing, money, documents, and more. Then, right before leaving your home, you can do a quick check to see if you’ve already placed every item on your list inside your luggage. You can do both with a packing list spreadsheet.

• Enter the details of your target destination, such as its usual weather, temperature, clothing restrictions, and more
• Add notes about your packing list
• Categorize your items by location, like the beach, conference, office, and other places
• Classify your things by type, such as clothing, money, documents, electronics, etc.
• Mark the items “Ready” once you have prepared them inside your luggage

Why Use Our Templates?

Below are some reasons you’d want to use the travel spreadsheet templates we have here at Spreadsheet Point :

Formulas and Drop-down Lists

We added several drop-down lists for common topics to make things easier for you. For instance, we included a drop-down where you can select common transportation types like buses, ferries, airplanes, car rentals, and more.

Easy Sharing and Collaboration

All of our templates are built on Google Sheets — you can easily collaborate with your friends in planning your trip with the  “Share”  button.

Color-Coded Categories

We displayed each category in unique colors and shades to keep them tidy.

Other Trips on Planning Your Travel

In addition to the travel planning templates we’ve discussed, here are a few bonus tips you can apply to prepare for your trip:

• Pick a location that your current finances can accommodate.
• Don’t bring things that won’t fit inside your backpack to avoid paying for extra luggage costs.
• When selecting a hotel or apartment, choose one that’s near major transportation lines.
• Weigh whether taking a bus would be more cost-effective than taking a flight.
• Always get travel insurance before embarking on your trip — it won’t shield you from accidents, but it will keep you from having an empty bank account.

Enjoy Your Trip with Everything Prepared

A lot of unknowns await you at your destination — unexpected expenses, spontaneous activities, booking problems, and more. With a trip planning spreadsheet, you can minimize these by anticipating the things on your journey. Feel free to use the templates we’ve included here to plan a successful trip today.

You can also access more of these useful templates on our Gumroad  profile. Don’t forget to use the code “ SSP ” to get 50% off all templates!

• 4 Free Google Sheets Itinerary Templates To Plan Your Trip
• Build a Schedule Template in Google Sheets [Free Downloads]
• The 9 Best Google Sheets Templates to Streamline Your Life
• Google Sheets Expense Tracker: Free Template & How to Use
• Ultimate Guide to Making a Google Sheets Timeline

Most Popular Posts

How To Highlight Duplicates in Google Sheets

How to Make Multiple Selection in Drop-down Lists in Google Sheets

Google Sheets Currency Conversion: The Easy Method

A 2024 guide to google sheets date picker, related posts.

Free Purchase Order Template for Google Sheets (+ How to Use)

• Talha Faisal
• May 6, 2024

Google Sheets Grocery List Template

• Chris Daniel
• April 15, 2024

Rent Calculator Spreadsheet: How Much Can You Afford?

• April 11, 2024

How to Use Google Sheets as a Database (Free Template)

• March 29, 2024

Thanks for visiting! We’re happy to answer your spreadsheet questions. We specialize in formulas for Google Sheets, our own spreadsheet templates, and time-saving Excel tips.

Note that we’re supported by our audience. When you purchase through links on our site, we may earn commission at no extra cost to you.

Like what we do? Share this article!

The Travel Quandary

The Ultimate Trip Planner Template – Easy To Use Excel Format!

You’re about to embark on your next adventure – hooray! 

Travel planning comes naturally to some who thrive on the challenge to find the best deal on a tour, stay at the coolest hotel or dine at the hottest new restaurant. These travellers are always at the airport on time, check opening hours of attractions before leaving home and have packing down to a fine art form. On the other end of the scale, there are travellers who prefer to go with the flow, do things spontaneously and are happy to rock up to a new destination and “wing it”.

According to the World Tourism Organization (UNTWO), 1.4 billion people travelled internationally in 2018. And apparently, there are over 750 million users of Microsoft Excel worldwide. There’s a high chance that you’ll fall into both of these categories (we don’t know the exact number but it would make for a pretty neat Venn diagram). And if you also classify yourself as an “unprepared” and/or “unorganised” traveller, our trip planner template is designed to help YOU.

Microsoft Excel is not only used by accountants and finance people. Microsoft Excel has become the ultimate planning and analysis tool, recognised and used worldwide which is why we’ve chosen it to create our trip planner template. We hope you find it useful and welcome your feedback and recommendations!

FREE TRIP PLANNER TEMPLATE! MICROSOFT EXCEL & GOOGLE DOCS

Why use a spreadsheet to plan your trip.

• Identify gaps in your itinerary (closures, public holidays, mandatory reservations)
• Save money (better budget decisions, better choices on trip)
• To get you excited! You’re going on a holiday! Hooray!

Download your free trip planner template here

Note: For Google Docs template, download the .zip file and upload the spreadsheet to your Google Drive. Once uploaded, open with Google Sheets.

Using this spreadsheet

The Ultimate Trip Planner Template is built into a spreadsheet which is divided into six sections. We’ve built this trip planner to include 16 days of travel but you can adjust the length of the trip by adding or removing columns in the spreadsheet.

Once you’ve confirmed your travel plans, add them here. This is where you can record all your reservations – flight details, accommodation, car rental, equipment rental, tour reservations etc. Listing them on one tab means you can quickly jump in and find those important details when you need them.

2. Planning

Researching airlines, hotels, Airbnbs, car hire, tour operators and travel insurance policies can be exhausting. You’ll probably go through a phase where you’ll have so many tabs open on your browser, it’ll make you want to pull your hair out! If you also need to compare prices and dates with your travel companions, it can become downright overwhelming.

When you find a potential option you like, add it to the “Planning” tab. When your research is condensed into a neat summary, it will be a simple exercise of reviewing all possible suppliers, key dates and prices and then after a process of elimination, you will be left with the most suitable option.

A budget is by no means set in stone. Our budget tab is designed to help with your travel planning decisions. We feel that it is important to understand the costs of a holiday before making any hasty decisions. And we consider it even more important that you don’t spend beyond your means!

We don’t want to sound like party-poopers but the last thing you want is to get ripped off and/or find yourself stuck abroad without any money. By understanding where you plan to spend the bulk of your hard-earned money on your holiday, you can plan where you’ll allow yourself to splurge and other areas where you may need to tighten the purse strings.

For example, we give ourselves extra budget for food and coffee experiences as this is an aspect we love about travelling. We tend to book budget/basic accommodation on the road depending on the destination and available options, as all we need is a bed, access to a (preferably) hot shower in a secure room.

A good chunk of your budget will already be paid or known in advance before you’ve even left home (i.e. flights, some ground transport, accommodation, tours (if applicable) etc), so this should also help when allocating your budget to food, shopping and extras. There will also be times where you need to be strict and say “no” if your gut feeling and bank account tell you that you cannot afford a certain something. Be conservative but also be kind to yourself – you are treating yourself to a holiday after all and you’ll have to spend money to fully enjoy the experience!

4. Itinerary

We spend a lot of time planning our travel itineraries on a day by day basis and even breaking it down to each hour of each day. Some people call us crazy but when we are short on time and have an extensive list of things to see/do/eat/shop etc, we prefer to be organised.

Laying out our trip day by day also helps us to block out periods of time for travel or to take note of when restaurants and attractions are closed. Of course, plans can and will change. Rain may force you indoors (museums, galleries, shopping) or an unknown public holiday may disrupt your planned travel day.

We recommend using this tab to roughly outline your plans and drop in the activities and places you simply cannot miss. You can move activities to different days if your original plan doesn’t work out. If you want, record your daily expenses at the bottom and you can track how your actual spending goes against your budget.

5. Packing List

For those who begrudge packing, it tends to be the case that you will end up wearing 20% of your packed belongings during 80% of your trip. Or if you’ve left packing until the last minute and thrown items higgledy-piggledy into your suitcase, you’ll arrive at your accommodation to realise you’ve forgotten your favourite undies or packed the wrong shoes.

Packing lists work. Once you’ve considered the weather and climate at your destination, your baggage allowance plus the duration of your trip, you can plan what you need and limit unnecessary purchases on the other side.

We’ve compiled a pretty epic packing list covering practically every type of adventure and possibly everything that you may need. Feel free to adjust accordingly to your requirements.

6. Checklist

This is the final step before you walk out your front door to embark on a brand new adventure. Before you go, use this tab to ensure you’ve dotted all the i’s and crossed all the t’s. And then you’re off!

Bon voyage!

WHERE WILL YOU TRAVEL NEXT?

• Stockholm in 2 Days | An Informative Guide for the Swedish Capital
• A Fabulous Guide To One Day In Riga Latvia
• How To Spend 2 Days In Prague
• How To Spend 4 Days In Hong Kong: A Travel Guide To Central & Kowloon
• A Tasty Encounter at Jalan Alor Street Food Market, Kuala Lumpur
• A 3 Day Singapore Itinerary
• Beach Destinations Australia | 25 Sensational Places To Visit
• Tasmania Road Trip Itinerary | 17 days around Van Diemen’s Land
• Far North Queensland Itinerary | Palm Cove, Daintree Rainforest, Fitzroy Island & More

Give us your feedback of the Trip Planner Template below!

Like this post pin it and share it.

CONTINUE PLANNING YOUR TRAVELS

What To Do In Launceston Tasmania

Things To Do In Stanley Tasmania

10 Things To Know About Tasmania Before You Go

Tasmania Road Trip Itinerary | 17 days around Van Diemen’s Land

Hotel Review | The Ship Inn – Stanley, Tasmania

City Guide | How To Spend 3 Days in Hobart Tasmania

Accommodation Review | Into The Woods – Palmwoods, Queensland

Accommodation Review | The Keep – Goulds Country, Tasmania

28 thoughts on “the ultimate trip planner template – easy to use excel format”.

HOLY COW I cannot believe I found EVERYTHING I needed all in one for FREE. I feel like I have ROBBED someone! My partner and I never grew up in households where family vacations were had, so we have no idea what were doing. Thank you kindly to The Travel Quandary. If I can donate, share your page, volunteer, etc. let me know how I can repay <3

SO HELPFUL ! THANK YOU SO MUCH !

How you extend the dates! I am going for a month

This template is so great! Planning a trip to New Zealand and will be traveling around a lot – this is super helpful!

NICE!! MUCHAS GRACIAS VERY COOL!!! Alina

Thank you so much for sharing your knowledge and your files!

Thanks so much for the template. This is a very good start for a traveller like me. Easy to use!

Amazing template! Exactly what I needed. Thank you!

Thank you for the great tool! I was wondering if theres a way to enter an end date as well to the itenerary?

Hi there! I was wrapped to see that the template is created by some Aussies! and local ones as well. I’m from Melbourne! Template is a charm! Just what I’ve been looking for ages! Planning our Europe trip for 2023 that got cancelled in 2020! (We all know why!!) Will let you know how it goes and will definitely check out your website! Thanks,

Hi Rosanna, we’re so glad to hear that you’ve found this template useful! Very jealous that you’re planning an escapade to Europe. No doubt it will be amazing! Safe travels 🙂

Thankyou for your post on THE ULTIMATE TRIP PLANNER TEMPLATE on excel. It is very usefull. I have been using this template to plan my trips for a while now and it has saved me a lot of time. I highly recommend it to anyone who is looking for a travel planner.

Didn’t work. At least, not on my version of excel.

something about “delimited” something or another.

Hi Piotr, We’re sorry to hear this. What version of excel are you using? Are you on a Mac or PC? If you wish, we can email you an Excel copy of the template.

So so sooo helpful! I’m happy to find this great itinerary template! Thank you so much.

Thanks Tahira! We’re so glad that you found it helpful. Enjoy your travels! 🙂

Hi Tahira, we’re thrilled you found this template helpful. Enjoy your travels!

I needed this so much, easy and simply. Thank you for a great spreadsheet.

Thanks Nga! Happy travel planning!

Hi Nga, we’re so glad you loved this spreadsheet. Hope you had an amazing travel adventure!

Thank you , soooo much ! I appreciate you putting this together and sharing it

Hi Priscilla! So glad that you found this planning template useful! We hope you enjoy your trip!

I am so excited to find this. (Thank you, Pinterest!) I will be leaving in a month on an eight day train trip and this is exactly what I needed to get all my ducks in a row. Thank you so much!

HiTeresa! We’re so glad to hear this and so exciting for you. Enjoy your trip!

This is great! Found this as i was looking for a newer travel planner and this is very helpful and user friendly!

We’re so glad to hear this! Happy travel planning!

great tool. never used a planner before and it has most every item to consider… add a route sheet for those who driving to, during and back from their vacations…

Glad you like it and thanks for the feedback. We’ll look into adding a new tab for routes.

Leave a comment Cancel reply

Solve your quandary.

The best of our travel tips direct to your inbox. Receive our latest posts by dropping your email address below.

We promise to only send you the good stuff!

FOLLOW US ON INSTAGRAM

This website uses cookies to ensure you get the best experience on our website. By continuing to use this website, you consent to the use of cookies in accordance with our Privacy Policy .

• New Zealand

How to Plan a Trip in Excel – Part Two: Excel Details

Due to the global pandemic, travel looks different right now depending on where you're going from/to. Please check for travel restrictions and adhere to all local guidelines before planning a trip to any destination you may read about on this site.  Please note: this post may contain affiliate links. If you purchase something by clicking the links, I will get a small compensation, at no extra cost to you.

Sharing is caring!

• Staycation Idea  – Check out Resort Pass , which gives you day passes to resorts so you can use their pool, spa, and fitness center, a great staycation idea!

Welcome to part two of my Excel series where we’re going to dive a little deeper on how to plan a trip (specifically trip budgets) in Excel! If you missed part one, click here for excel basics. That post covers Excel terminology, basic functions, and common mistakes and shortcuts!

Free Travel Planning Spreadsheet!

Before we begin, I’ve created a FREE Excel trip planner for budgeting. For the first half of this post, I’ll use that as a baseline to walk you through how to plan a trip budget . So, if you haven’t already, click the image below to access the free planner. Otherwise, you’ll need to make your own spreadsheet.

The main components of creating a budget spreadsheet on Excel for trip planning are the number of people and each cost per person. The trip planner I’m sharing has everything broken down for you already. First, you want to input the number of travelers.

Then you want to input each line item expense. On my planner these are broken up into three sections: accomodation, transportation, and “other,” which includes food, activities, and anything else you want (i.e. travel insurance, etc.). Now, in each cell, you can enter in the cost and the dates. There are two sets of columns representing two locations. If you don’t need another location, just ignore the orange boxes.

The best part is next:

Once you input all your costs, the Excel spreadsheet will update the total costs for you, based on the number of travelers. If that sounds confusing, I’ll show you how I did it, so keep reading.

Changing the Spreadsheet

Adding more lines for expenses:.

First, if you need to add rows, for multiple activities or whatnot, you want to do so in a way that maintains the calculators. If you simply insert a new row, it will be blank and the calculators will not be added. So, what you need to do is highlight the row you want, copy the row, then with the row number highlighted, hit “insert copied cells.” It will add the row above the one you have highlighted.

Adding another location:

If you want to add another location, you’ll need to highlight all the cells from one location, copy them and paste them a couple columns over. The calculators will be maintained. BUT there is one important thing you need to change. The total cost at the top in green isn’t including your new location total cost. You’ll need to go into the function bar at the top and add the cell that reflects the total cost of Location 3.

For example, in the figure below, the total cost is summing F43 and L43, but not R43 (which is Location 3). To add it in, I can type  =sum(F43, L43, R43)

How to Plan a Trip: Starting from Scratch

Now if you’d rather start from scratch, let me explain how to compile your own travel budget planner in Excel. First open a new spreadsheet and give it a title so you remember what you’re doing. Similarly to above the main goal is to input each line item expense then have Excel do the math for you on a total budget, cost per person, or something similar. I will say that I tend to run away with the planning process and my spreadsheets get CRAZY. I once planned a European backpacking trip that we never took and just look at this Excel Spreadsheet. It should come with its own interpreter. My point is that your spreadsheets don’t always need to look beautiful. The goal is that they will do the math for you and keep your budget organized so you don’t end up saving up too little or not realizing what your options are.

Whether you’re starting from scratch or using my free budget planner, I recommend learning how I set it up so that if you need to change the calculators you know how!

Math that you need

First you’ll need to take sums to get the total cost. I went over how to do this in Excel Basics, but for a refresher you’ll need to type in  =sum()  and in the parenthesis you’ll either type or highlight the cells you want to add together.

Other common equations and functions you’ll need:

Total cost = (Cost per night)*(# of nights)  which in Excel in the cell you want the total cost to appear, you’ll type =(Cell1)*(Cell2) where for each cell you’ll type in the letter and number (ex: B2) or you’ll highlight the cell. This is useful if you want the total cost and you only have a cost per person or a cost per night, like airfare and hotels, respectively.

Cost per person = (Total Cost)/(# of travelers)  which in Excel is similar to the above. In the cell where you want the cost per person to be, you’ll type  =(Cell1)/(Cell2) 

Summary of Steps:

1 Open a fresh Excel spreadsheet and name it accordingly

2  Enter each line item expense with a name in one column and a cost in the next column over

3 Somewhere on your spreadsheet denote the number of travelers

4 Use the above equations to calculate total costs, costs per person, etc.

* Feel free to make notes on your spreadsheet. I find that the most helpful trip planners are more than just the expenses. I usually write down flight info, tour times, the rental car company, hotel name and address, and anything else I feel like I need. It helps me to know that everything I need will be in one place.

This is the basis for how I plan a trip in Excel! I hope you found this two part series helpful and I hope that moving forward, you can see Excel as a great tool, rather than some scary math machine. If you have questions, shoot me a comment!

Save to pinterest.

Too much too fast?

Head to Excel Basics to read my guide for beginners. Then come back so you can learn how to plan a trip!

My Travel Essentials

• Travel Insurance  – Going on an international trip? Don’t forget travel and medical insurance with SafetyWing .
• Travel Card  – If you’re new to travel hacking, fear not! My favorite card for beginners gives you $750 in rewards when you spend $4,000 in the first 3 months, plus lounge access, 10x points on hotel bookings, and free TSA pre-check!
• Get Your Guide  – Check out Get Your Guide for a one-stop-shop for booking travel activities.
• Booking.com  – This is my favorite hotel search aggregator, specifically for reading reviews. On Booking.com , the reviews can be searched for keywords like WiFi, breakfast, pool, amenities, etc.! So helpful!
• Anti-pickpocket bag – Worried about having your valuables swiped? PacSafe makes the best travel bags with zippers and straps that lock and with mesh steel enforced fabric.
• Merino Wool  – Where are my chronic over-packers? Merino wool is the material you’ve been looking for. It’s naturally anti-microbial, so you can rewear it…so, less clothes to pack! I’m a fan of WoolX Merino .
• Give the Gift of Travel  – This is the perfect gift for travelers in your life! Tinggly allows you to gift experiences around the world, perfect for birthdays, weddings, or anniversaries.

previous post

Alanna Koritzke

Recent PhD graduate and hyper-planner of Periodic Adventures, my goal is to share travel inspiration, budget tips, detailed guides, and fun travel stories!

Related Posts

Guide to Figuring Out How Many Days for Universal Orlando is Best for You

35 Best Study Abroad Cities Around the World

45 Tips for Norwegian Cruises

This is such a helpful guide, I love using a spreadsheet to plan my trip! Will upgrade that planning with these tips!

I’m so glad! Spreadsheets are awesome!

justchasingsunsets2017

This guide is awesome! I’ve wanted to get better at planning my trips so I don’t always blow my budget, I’ll try this on the next one!

I hope it helps keep you on track. Budgeting can definitely be tricky.

post a comment cancel reply

Save my name, email, and website in this browser for the next time I comment.

This site uses Akismet to reduce spam. Learn how your comment data is processed .

Privacy Overview

Plan a trip or a vacation

From international trips with friends to a weekend getaway with family, different trips require different plans. With so many moving parts, it’s easy to get lost in the details. This is where we come in. Use the Microsoft apps and services you know and love to get you organized, so you can spend less time planning and more time having fun.

Brainstorm ideas for a group travel vacation

Roll call! Planning a trip with others is a group effort. From brainstorming together to narrowing down availability, wrangling people to make a decision can feel like herding cats. Instead of dealing with long email chains or disorganized text message threads, rely on the apps, products and travel templates from Microsoft to help.

A digital binder to store everything

With OneNote, you can easily keep everything you need for your trip, organized and with you. Create sections for different needs such as brainstorming, travel notes, itineraries, and more.

You can access it from anywhere you've got an internet connection... and it's free!

"I just love having EVERYTHING in one place."

Tip:  Consider seasonality and special needs Popular events might mean higher prices and crowds. Consider these factors for people who may have special needs in your group. For example, an elderly person may have difficulty with mobility where a large event is taking place.

When traveling in a group, it's important to be aware of everyone's needs. From emergency contact info to allergies, each person should fill out an emergency info and make them accessible to the group, just in case. You can use one of these list templates on Microsoft Create.

Tip:  Get to know the culture Traveling internationally? Be mindful of the customs, traditions, and common laws of the country you're visiting. Researching these can go a long way to make sure you’re being respectful and safe.

Budget for the group vacation or trip

Dealing with money can be a fickle thing… especially among friends and family you’re traveling with. Whether you’re planning a short trip or a long excursion, planning a budget and keeping track of expenses is important to ensure you don’t overspend while having fun. With these budgeting and budget tracking tools , you can skip the bickering and focus on enjoying your time instead.

How much do you want to spend on your trip? Depending on the needs of the trip and your personal preference, where you want to invest your money matters.

Tip:  Check your own finances first This may feel like common sense, but it's easy to be swayed by a group. Take a look at your own finances first and make a decision on what your limits are and consider what is important to you. For example, if you're a foodie, you might want to take a cheaper airline in order to splurge on food.

Tip:  Make agreements before the trip It may be an uncomfortable conversation to have, but agreeing as a group ahead of time can save a lot of potential arguments later. For example, does everyone pay an equal %? Does one person pay for transportation and another pay for lodging?

"I'm just glad there's no more bickering about who spent how much more..."

Create the perfect travel itinerary.

This is the fun part—well, at least the fun part of planning. Creating an itinerary is all about discovery and seeing the potential of what your vacation can be. A hotel in a great neighborhood, top-rated restaurants nearby, iconic destinations, and more. There’s so much to find (and organize)... if only there was a single place to do it. Oh wait, there is.

Tip:  Different vacations require different needs International trips may require a visitor’s/tourist Visa. You’ll need to research this in advance and make sure you request one in time for your trip.

"I never thought that all I would need to plan my roadtrip would be Bing!"

Tip:  Schedule time for nothing It may seem counter-intuitive… but pick an interesting area and give yourself time to wander. You never know what hidden gems you might find when you slow down and take in the sights around you.

Tips before you leave on a group vacation

Flights and lodging booked, restaurants reserved, tickets purchased… You’ve got everything ready. Or do you? If you’ve ever felt that nagging sensation of “I think I forgot something” you know just what we’re talking about. Get a second opinion to help make sure you’re totally prepared for your trip with these handy tools.

Break the language barrier

If you're going to a destination where you don't speak the language, it can no doubt be a little daunting. With a little help from Microsoft, you can turn your phone into a live translator to help you navigate unfamiliar places. The Microsoft Translator app can translate text, speech, and images such as menus and signs. It can also help you speak like a local by hearing your translated phrases to help you with pronunciation.

Tip:  Traveling with pets Different airlines have different pet policies. Research in advance what pet policy your airline has, as they might have breed restrictions or health policies. Most of all, make sure your furry companions are comfy for the flight, with plenty of food and water.

Tip:  Traveling with the elderly or children Make sure to bring proper identification, weather-appropriate clothes, any medication, and brief them on how to contact someone in case of emergencies. Depending on the type of trip, you might also want to consider travel insurance or other safety precautions.

Create and share vacation memories

When you get back from your adventure, the first thing you want to do is share the amazing memories you've made... but before you do that, you'll want to make sure you have all the photos that were taken on the trip available to you.

One place to store it all

You can create a folder that's shared only to those in your travel group. You can add all your pictures there and they can upload theirs as well. It's a super simple way of making sure everyone can share photos with each other.

With tons of photos you can now dive into creating a story to share with friends and family!

Tip:  Make your shared OneDrive folder before you leave This makes it easy for everyone to upload photos during the trip, so you don't need to wait for them all at once!

"Sway is so pretty... I can't get over it. I made one for my honeymoon and my parents will STILL look at it!"

Tip:  Tell a story with more than pictures When creating a memorable photo book or story, it's important to remember the details. Share tidbits you learned during your experience to help your vacation story come alive!

With lots of templates and Design Ideas that intelligently help you create layouts that meet your needs, PowerPoint can be the ultimate digital photo album tool.

Need more help?

Want more options.

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Microsoft 365 subscription benefits

Microsoft 365 training

Microsoft security

Accessibility center

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

Ask the Microsoft Community

Microsoft Tech Community

Windows Insiders

Microsoft 365 Insiders

Was this information helpful?

Thank you for your feedback.

404 Not found

Filter by Keywords

11 Free Travel Itinerary Templates for Your Next Trip in Google Docs, Excel, & Word

Content Partnership Specialist

May 8, 2024

There are a lot of things that go into planning a trip.

From scheduling flights, booking hotels and car rentals, planning activities, and ensuring all of them fit within your timeline and budget too!

Whether you’re a seasoned traveler or simply someone looking to create an organized travel schedule for your upcoming trip, then you should consider using an itinerary template. 

Itinerary templates help you organize your activities, manage your time , calculate your expenses, give you a breakdown of all your important travel information before a trip, and help you make the most out of your business trip or vacation. 

Head over to the sections below to find out what makes a good itinerary template, and discover 11 free templates you can use to help you plan your next trip! 🏝️

What is an Itinerary Template?

What makes a good travel itinerary template, 1. clickup business travel itinerary template, 2. clickup vacation itinerary template, 3. clickup trip planner template, 4. clickup event planning itinerary template, 5. clickup 24 hour itinerary template, 6. clickup basic agenda template, 7. clickup conference itinerary template, 8. clickup board meeting agenda template, 9. excel vacation itinerary template, 10. google docs travel itinerary template, 11. microsoft word business trip itinerary template.

An itinerary is a document that outlines all of the details of your trip, from your flight and hotel reservations to your planned activities and budget, to ensure that everything runs smoothly.

That said, trip planners should turn to itinerary templates to give you ready-to-use and organized fill-in-the-blank pages that you can use for every type of trip. 

Itinerary templates can help business and leisure travelers:

• Save time, plan more effectively, and provide an organized format for all the important details of their trip
• Have a digital planner to keep track of all the details they need to consider when planning their travel, such as dates and locations, transportation and accommodations, and activities
• Get quick access to all of the necessary details in one place
• Help manage last-minute changes more effectively

Think of these free itinerary templates as your personal travel agent assistant. They’re there to assist you with planning the most important parts of your trip, so you spend more time enjoying the moment than worrying about what’s next and how you’re getting there.

Moreover, creating a detailed travel itinerary is beneficial if you’re visiting a new city or country you’ve never been to before. 

So what should a travel itinerary look like? Let’s take a look!

There are several types of itinerary templates for different occasions. The most commonly used and sought templates are for business trips, vacations, event planning, and global and domestic travels.

And while there are many types of itinerary templates out there, the best ones offer the following basic elements: 

• Have clear and concise language
• Organized and easy-to-read format
• Customizable and easy to edit
• Easily accessible and sharable 

And if you need to shift your plans around due to unexpected changes, a solid travel itinerary template should offer the flexibility to let you make changes without compromising the flow of your trip. It also shouldn’t require you to start your travel itinerary from scratch.

Ultimately, these templates should help you create a personalized travel itinerary, save time, and stay organized to help you become a better planner.

Speaking of which—here are 11 hand-picked travel itinerary templates that can help you with that! Each one offers a unique format and features. Check them one by one to see which templates suit your needs the best.

11 Travel Itinerary Templates for Your Next Trip

Traveling for work? 

This Business Travel Itinerary Template by ClickUp can help you get all your important travel details and work schedules, all in one place. 

Easily notate your travel dates, hotel information, flight number, and other important information in an organized and easy-to-follow format in ClickUp Docs . If you have multiple travel plans or want to keep your past and future travel itinerary docs in one place, then simply add nested pages under one Doc to keep everything neatly organized and accessible.

And because ClickUp Docs allow you to have full control of sharing permissions and privacy, you can keep your pages private to protect your personal information or securely share them with selected people via a link.

Best of all, ClickUp is available on the mobile app , so you can take your itinerary template wherever you go and access it any time of the day.

Use this free travel itinerary template to streamline your business travel planning process and establish a consistent standard itinerary that you can use again and again.

Planning a road trip or exploring a new city?

Whatever type of vacation you’re planning for, this Vacation Planning Travel Itinerary Template by ClickUp can help you create a visual roadmap of your planned activities.

With this free travel itinerary template, you’ll be able to plan your destinations, use ClickUp Custom Fields to add important details such as hotel addresses, type of activity, hours of operation, travel time, accommodations, reservations, and so on to ensure you’re on the right track to hit all the spots you have planned to visit on your trip!

Additionally, this template allows you to visualize your road trip itinerary in Map view, as shown above, and other views in ClickUp, such as List, Embed Board, and Doc view. Each custom view offers a unique look at your travel itinerary to help you visualize and organize your plans in the best way that works for you. 

Use these vacation planning templates to give you the structure and organization you need to plan your next trip and have a stress-free getaway!

Streamline your travel planning with ClickUp’s Trip Planner Template ! Say goodbye to the chaos of scattered details and hello to a centralized hub for all your trip essentials. From flights to accommodations, activities to budgets, this template has you covered. Save time by organizing everything in one place and ensure nothing slips through the cracks.

With customizable features like custom statuses, fields, and views, you can tailor the template to suit your specific needs. Collaborate effortlessly with friends and family to create the ultimate travel experience. Whether you’re jetting off for a quick getaway or planning a work trip, this template provides the tools you need for a successful trip.

Set your budget, research destinations, create itineraries, and finalize details all within ClickUp’s intuitive platform. Track progress, assign tasks, and monitor productivity with ease. From start to finish, ClickUp’s Trip Planner Template empowers you to plan your dream trip efficiently and effectively.

Whether you’re born with natural event planning skills or perhaps someone who’s looking to get better at it, this Event Planning Itinerary Template by ClickUp can help you plan your next events with ease!

This event planning itinerary template includes three highly visual ClickUp Views that can be customized for any need, from organizing and scheduling event dates on a List and Board to drag-and-drop planning on a Calendar.

Each view provides pre-built Custom Fields, which allow you and your team to add important details, such as progress percentage bars, payment status, due dates, budget status, and more. You can also create Custom Task Statuses to help identify the stage each task is, keeping everyone in the loop on where each task stands at all times. 

You can download the app on your mobile device to access your tasks regardless of your event’s location, and use this itinerary template to help you become a pro at planning events and start managing all of your business operations, teams, and event planning —all in one place. 

Sometimes, it’s best to take things day by day, especially when your workload and to-do lists are getting out of hand. 

Seize the day and stay productive (and motivated) by turning to the 24 Hours Itinerary Template in ClickUp to guide you when creating your daily schedule!

This free itinerary template includes pre-built Custom Fields and Custom Task Statuses to help you easily plan and visualize your daily tasks. And because those features are fully customizable, you can edit and add whatever fields and statuses work best for your workflow.

Use this template to assist you with daily planning , so you easily view all of your to-dos, stay focused on what’s on your plate each day, and make the most of every day!

Meetings are a great way to sync with people in real time.

However, without a proper agenda, you might forget to discuss important matters, lose control of the meeting flow, and veer off track, leaving the attendees with more questions than answers or thinking, “this could’ve been an email.” 😅

Don’t let that happen to you! 

Whether you’re hosting a face-to-face or virtual meeting, having a prepared agenda beforehand keeps your meetings productive and helps make the most of your attendee’s time— the free Agenda Template by ClickUp can help you prep for your next meeting.

This template provides you with sections for your meeting details, participants, and so much more. And because this template is available ClickUp Docs, you can easily format the page to support any type of meeting , embed links to add more details to your agenda, and easily share it with your team before the meeting so they can come prepared with insights or questions. 

Use this itinerary template to help you plan and keep your next meetings productive! 

Planning a conference and need a conference agenda template ?

This Conference Itinerary Template by ClickUp can help you create, visualize, and manage your events all in one centralized place.

This template offers pre-built views, such as Box, Calendar, and List view, and Custom Fields and Custom Task Statuses to allow you to create your ideal itinerary for your event. Moreover, you can add custom tags to your tasks to add another layer of organization to your itinerary and add new Custom Fields to keep your tasks as detailed as possible as you plan your live or virtual conference events .

And if you need help getting started, no problem. It comes with a Getting Started Guide to help you get familiarized with the template and serve as a guide to help you plan your next event !

A meeting agenda is a must, especially for board meetings. 

The Board Meeting Agenda Template in ClickUp offers pre-built Custom Fields to help board members and leadership create a high-level and organized meeting agenda, and run productive meetings. You may also add single or multiple assignees to each task and subtask to clearly note who’s responsible for completing the task or presenting the topics and check them off the list as each task or topic has been discussed to easily track and note what is yet to be completed.

Use this itinerary template to help you create an organized meeting agenda , keep everyone in the loop ahead of the meeting, and promote open discussion among all participants, which can lead to stronger decisions and better outcomes.

If you’re an Excel user, then this template is for you.

Microsoft Excel offers a handy Vacation Itinerary template that you can use to organize all of your trip details. Whether you want to start a road trip itinerary with friends or a personalized itinerary of your full trip, this trip itinerary template includes entries for flight information, lodging, emergency contacts, activities, and so on. 

Once you’ve filled out the template with the details of your trip, simply save it on your computer or print it to take a physical copy of your itinerary with you or leave a copy for your friends and family while you’re away on your vacation.

If you like keeping things simple when planning your trips, then this travel itinerary template will work for what you need.

This template allows you to add and edit your travel details, such as destinations, transportation, lodging, and what you need to pack for your trip, in organized tables in Google Docs (where you can also connect to Google Sheets). 

This is one of the many customizable templates that’s free to download. Save it on your computer or print a copy to take with you!

Keep your business trips as stress-free as possible by creating a detailed flight itinerary, meeting schedule, and more all on one page. Use Microsoft Word’s Business Trip Itinerary template to keep track of important dates, departure and arrival times, destination addresses, phone numbers, travel time, and other notes about each item on your itinerary. 

Start Planning Your Next Trip with Travel Itinerary Templates

When it comes to planning trips, having an itinerary is key.

But we get it. Making a detailed itinerary can be quite time-consuming. That’s why using an itinerary template can be such a great tool! Stay organized and use the templates we provided above as a starting point for creating your own customized itinerary for your upcoming trips and events.

And if you’re a fan of customizations, then you’ll click well with ClickUp. 

It offers a fully customizable platform with hundreds of features and templates to give you the power to create a personalized experience, connect all your notes and work together, and build a workflow and itineraries that work for you.

Get access to ClickUp’s customizable templates for free today, and start getting excited about planning your next event! 

Bon voyage! 👋

Questions? Comments? Visit our Help Center for support.

Receive the latest WriteClick Newsletter updates.

Thanks for subscribing to our blog!

Please enter a valid email

• Free training & 24-hour support
• Serious about security & privacy
• 99.99% uptime the last 12 months

Shop Our Latest Promotions Here!

on eye and vision support!

for Mother's Day!

Premium Skin Care

Discover this Premium Line of Beauty Products

Botanical Superfood Ingredients

Products Synergistically Formulated for the Body*

Vision’s Clarity Blend of botanical ingredients help support eyes and vision!*

Purchase three Vision and get a 15% discount – Available in May 2024, while supplies last, no backorders are available.

Shop By Category

Botanical beverage, dietary supplement, targeted body support.

• Vegan Friendly

Vegetarian Friendly

Personal care.

• Signature Products

Excellence In Action

E. EXCEL International was established in the United States in 1987. It derives its name from “Extra Excellence,” indicating its relentless pursuit of excellence. After taking root in the U.S., E. EXCEL has grown from strength to strength, steadily expanding throughout Asia and other regions.

Why People Love Us

“ My family and I have been taking Millennium since I discovered E. EXCEL 25 years. ago, and of course there are many other good products. ” Mei Yu Ontario

“ I would recommend Refresh, 1-Shape, and Evernew to new people. I have been enjoying them for over seven years. ” Bonnie Hong British Columbia

“ My family's favorite E. EXCEL products are Millennium, Poly5, Refresh, and Nutrifresh. My son has grown up on E. EXCEL's wholesome botanical products! It is the philosophy of nutritional immunology, along with safe, convenient, nutritious whole foods that bring health and wisdom to me and my family. ” Jian Hua Niu Ontario

“ If I eat unhealthy food, I will drink Orchestra immediately afterwards for some peace of mind! ” Emma Li Toronto

E. EXCEL’s World

April – June 2024 Issue

In this issue you can learn from top international leaders, insights on industry buzzwords, understanding weight management, and finding job autonomy.

• Business Centers
• Product Availability
• *FDA Disclaimer
• Terms and Conditions
• Privacy Policy
• Policies & Procedures
• Become a Member

Connect With Us

• Overall Wellness Support
• Immunity Support
• Circulatory Support
• Musculoskeletal Support
• Brain Support
• Consumable Skin Support
• Digestive Support
• Respiratory Support
• Healthy Weight Support
• Eye Support
• Vitality & Stamina Support
• Women’s Health Support
• Cleansing Support
• Dietary Supplements
• Liquid Beverages
• Powdered Beverages
• Elemente Skin Care
• Elemente Hair Care
• Product Lines
• Ingredients
• 2024 Success Trip
• Recognition
• World Magazine
• Product Value Sheets

Circle, Daily Nutrition Capsules Morning & Evening ,  Refresh ,  E•View ,  Vision ,  W•L

Nutrifresh Original , Nutrifresh Mixed Fruit , Nutrifresh Strawberry , E•View , Oxyginberry Capsule , Vision , Oxyginberry Beverage , Elemente Skin Care, Elemente Hair Care , Body Care , Oral Care , (Excluding Intensive Moisturizing Oil)

• Privacy Overview
• Strictly Necessary Cookies

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.

Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.

If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.

How to Trim Part of Text in Excel (9 Easy Methods)

While working in Microsoft Excel , you may need to trim part of a text string. For example, you might require removing a certain part of a text string. Besides that, sometimes you have to delete part of texts before/after a specific character. In this article, I will discuss several easy and quick methods to trim part of texts in excel.

1. Using Find and Replace Tool to Trim Part of Text in Excel

First of all, I will use the Find and Replace option in excel to cut a portion of text in excel. Suppose, I have the dataset ( B5:B10 ), containing the below data. Now I will replace the text ‘ Full Name: ’ with a blank.

• First, select the dataset and press Ctrl + H to get the Find and Replace dialog.
• When the Find and Replace dialog appears, type the part of the text that you want to trim in the Find what field. Leave the Replace with field empty.
• Then press Replace All .

• As a result, we will get the below output. All the specified unwanted part from the text is trimmed as shown in the below screenshot.

Read More: [Fix] TRIM Function Not Working in Excel

2. Inserting Excel SUBSTITUTE Function to Trim Part of Text

This time, I will apply the SUBSTITUTE function in excel to trim a certain part from a text string. In this case, I am using the same dataset that was used in the previous method.

• Type the following formula in Cell C5 and press Enter from the keyboard.

• Consequently, Excel will return the below result. Now, Use the Fill Handle ( + ) tool to copy the formula over the range C6:C10 .

• In the end, here is the final output we will receive.

⏩ Note:

You can trim certain characters from text using the SUBSTITUTION function . You can delete multiple characters at once using this function.

3. Trimming Part of Text Using Flash Fill in Excel

You can use the Flash Fill option in excel to cut a certain part of a text string.  Excel can sense the patterns of the data you are entering into it. While trimming part of text using the Flash Fill option, this data sensing feature is applied. Let’s assume we have a dataset containing several people’s names along with their professions. Now, I will trim the name part from the below text strings.

• Type the expected result in Cell C5 (next to the first cell of your dataset).
• Then start typing the expected result in the next cell too (here, Cell C6 ). Now excel will preview the output once it can sense the pattern of the entered data. To illustrate, as I have typed the Teacher in Cell C5 and started to type Engineer in Cell C6 , excel understands I am looking for professions only.

• As the preview data appears, press Enter to get the below result.

4. Combining RIGHT & LEN Functions to Cut First Part of Text

We can trim the first part of a text string using excel formulas. Here I will use the RIGHT function along with the LEN function to cut the first two characters from the below dataset.

• Type the below formula in Cell C5 and hit Enter .

• Finally, after applying the Fill Handle tool, this is the ultimate output.

Here, the LEN function returns the length of the text string of Cell B5 . Then 2 is subtracted from the whole text’s length which returns 11 .  After that, the RIGHT function extracts 11 characters from the right side of Cell B5 .

5. Joining LEFT and LEN Functions to Trim Last Part of Text in Excel

Unlike the previous method, now I will cut the last part of a text string using the combination of LEFT and LEN functions. For instance, I will trim the last 5 characters from the text strings of the below dataset.

• Firstly, type the following formula in Cell C5 . Then press Enter .

• Upon entering the formula excel will return the below result. As you can see, the above formula has removed the last 5 characters from all the text strings.

Here, the LEN function returns the total length of Cell B5 . Next, 5 is subtracted from the LEN formula and replies 11 . Finally, the LEFT function returns the 11 characters from the left side of the text string of Cell B5 .

⏩ Note :

You can wrap the above formula with the VALUE function if you need a numeric result.

6. Merging MID & LEN Functions to Cut both First N and Last N Characters

In this method, I will trim the first N and last N characters from a text string using the MID function along with the LEN functions. To illustrate, I will delete the first 2 and last 5 characters from the text strings of the dataset below.

• Type the below formula in Cell C5 at first and hit Enter .

• Once you hit Enter and apply the Fill Handle tool, excel will return the below result. From the above result, we can see that the first 2 and last 5 characters from each string are trimmed as displayed in the below screenshot.

Here, the LEN function returns the length of Cell B5 which is 18 . Then the total number of characters (here, 2 + 5 )  that are to be trimmed is subtracted from the total length of Cell B5 (here, 18 ). The subtraction results in 11 . Then the MID function extracts 11 characters from the 3rd position of the text string of Cell B5 .

7. Cutting Part of Text before or after Specific Character

You can trim text before or after a specific character (comma, semicolon, space, etc.) using Excel formulas. Suppose, we have the below dataset that contains text strings that are separated by a comma. Now I will apply Excel functions to remove everything before/after a comma.

7.1. Trimming Part of Text before Specific Character

First I will cut the part of the text that is placed before a comma.

• Type the following formula in cell C5 . Next press Enter .

• After entering the formula here is the result we receive. We can see that all the characters before the comma are trimmed.

Here, the SEARCH function finds the location of the comma in the given text string of Cell B5 , which is 7 . Then 7 is subtracted from the length of Cell B5 , returned by the LEN function. The result of subtraction is 8 . Finally, the RIGHT function trims 8 characters from the right side of the comma.

Read More: Trim Right Characters and Spaces in Excel

7.2. Trimming Part of Text after Specific Character

Likewise the previous method, here I will trim part of the text that is located after a comma.

• Upon entering the formula we can see all the parts of the text string that are located after commas are removed.

Here, the SEARCH function finds the location of the comma. Next, 1 is subtracted from the SEARCH formula as we do not want to include a comma in our final result. In the end, the LEFT function extracts the text part before the comma. Thus we trimmed the text part after the comma.

You can trim part of the text before/after the occurrence of specific character s (comma, semicolon, space, etc.) in different positions using a combination of excel functions.

8. Applying Excel REPLACE Function to Trim Part of Text

Now I will use the REPLACE function in excel to trim part of text strings. For instance, from the below dataset, I will trim all the names.

• Type the below formula in Cell C5 . Then press Enter .

• As a consequence, excel will return the below result. From the below result we can see that the name portions from the below text strings are trimmed.

9. Using VBA to Trim First or Last Part of Text

We can trim part of the text using simple VBA code in Excel. I will use VBA User Defined Function to cut a portion from text strings.

9.1. Cutting First Part of Text Strings

First I will delete the first two characters using VBA UDF. Consider the below dataset to trim the first 2 characters.

Follow the below steps to perform the task.

• Firstly, go to Developer > Visual Basic .

• As a result, the VBA window will appear. Right-click on the VBAProject , and go to Insert > Module .

• Now type the below code in the Module .

• Then go to the excel sheet where you have the data, and start to type the function you have created using VBA . It will appear like other excel functions.

• After that, enter the arguments of the function which will look like the below formula:

• Press Enter and apply the Fill Handle tool to copy the formula to the rest of the cells. Finally, you will get the below result.

9.2. Trimming Last Part of Text

Now I will use the VBA UDF to trim the last part of a text string. This method is similar to the previous method, just you have to type a different VBA code. For example, I will use the last 5 characters from the below text strings.

• Likewise, in the previous method, go to Developer > Visual Basic . Then Insert a new Module from the VBAProject and type the below code in the Module (see screenshot).

• Now enter the newly created UDF and insert the arguments as below:

• Once you enter the formula, excel will trim the last 5 characters from the given text strings.

Download Practice Workbook

You can download the practice workbook that we have used to prepare this article.

In the above article, I have tried to discuss several methods to trim part of a text in Excel elaborately. Hopefully, these methods and explanations will be enough to solve your problems. Please let me know if you have any queries.

Related Article

• How to Trim Spaces in Excel
• How to Use Left Trim Function in Excel 

<< Go Back to Excel TRIM Function | Excel Functions | Learn Excel

What is ExcelDemy?

Tags: Excel TRIM Function

Hosne Ara is a materials and metallurgical engineer who loves exploring Excel and VBA programming. To her, programming is like a time-saving superhero for dealing with data, files, and the internet. She's skilled in Rhino3D, Maxsurf C++, MS Office, AutoCAD, and Excel & VBA, going beyond the basics. With a B. Sc. in Materials and Metallurgical Engineering from Bangladesh University of Engineering and Technology, she's shifted gears and now works as a content developer. In this role, she... Read Full Bio

Leave a reply Cancel reply

ExcelDemy is a place where you can learn Excel, and get solutions to your Excel & Excel VBA-related problems, Data Analysis with Excel, etc. We provide tips, how to guide, provide online training, and also provide Excel solutions to your business problems.

Contact  |  Privacy Policy  |  TOS

• User Reviews
• List of Services
• Service Pricing

• Create Basic Excel Pivot Tables
• Excel Formulas and Functions
• Excel Charts and SmartArt Graphics
• Advanced Excel Training
• Data Analysis Excel for Beginners

Advanced Excel Exercises with Solutions PDF

TripAdvisor: Q1 Earnings Snapshot

NEEDHAM, Mass. — NEEDHAM, Mass. — TripAdvisor Inc. (TRIP) on Wednesday reported a loss of $59 million in its first quarter.

The Needham, Massachusetts-based company said it had a loss of 43 cents per share. Earnings, adjusted for pretax expenses and stock option expense, were 12 cents per share.

The results topped Wall Street expectations. The average estimate of seven analysts surveyed by Zacks Investment Research was breakeven on a per-share basis.

The travel website operator posted revenue of $395 million in the period, also surpassing Street forecasts. Seven analysts surveyed by Zacks expected $390.9 million.

This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on TRIP at https://www.zacks.com/ap/TRIP

Excel Tutorial: How To Make A Travel Itinerary In Excel

Introduction.

When it comes to planning a trip, having a well-organized travel itinerary can make all the difference. It not only helps you stay on track and make the most of your time, but it also provides a sense of security and certainty, especially when traveling to unfamiliar destinations. One of the best tools for creating a travel itinerary is Excel . Its customizable features and easy-to-use interface make it a perfect tool for organizing your travel plans efficiently and effectively.

Key Takeaways

• A well-organized travel itinerary is crucial for making the most of your time and feeling secure while traveling to unfamiliar destinations.
• Excel is an excellent tool for creating a travel itinerary due to its customizable features and easy-to-use interface.
• Setting up the spreadsheet involves titling columns with relevant categories and organizing travel details such as dates, times, activities, and locations.
• Utilizing formulas and functions in Excel can help calculate total travel time and create visually appealing organization through conditional formatting.
• Adding important details such as contact information and hyperlinks, as well as final touches like color coding and additional notes, can further enhance the travel itinerary.

Setting up the spreadsheet

When it comes to creating a travel itinerary in Excel, the first step is to set up the spreadsheet to effectively organize your travel plans. Here are the key steps to get started:

A. Open a new Excel worksheet

To begin, open a new Excel worksheet on your computer. This will serve as the foundation for your travel itinerary.

B. Title the columns with relevant categories

Once you have your blank Excel worksheet open, the next step is to title the columns with relevant categories that will help you organize your travel itinerary. Some key categories to consider including are:

• Date: This column will help you keep track of the dates of your travel plans.
• Time: Use this column to note the times of various activities or events during your trip.
• Activity: Here, you can list the specific activities or events you have planned for each day of your trip.
• Location: Use this column to note the specific locations or venues where your activities will take place.
• Notes: This column can be used to jot down any additional notes or details related to your travel plans.

By titling your columns with these relevant categories, you can easily input and organize your travel itinerary information in a clear and efficient manner.

Inputting travel details

When creating a travel itinerary in Excel, it's important to input all the necessary travel details to ensure a well-organized schedule. Here are the steps to input travel details:

Start by creating a column for dates and another for times. Input the departure and arrival dates and times for each leg of the trip. This will allow you to have a clear overview of your travel schedule.

Once you have the dates and times set, create a new column to input the activities and locations for each day of the trip. This can include sightseeing, tours, meetings, or any other planned activities. It's important to be as detailed as possible to avoid any scheduling conflicts.

Utilizing Formulas and Functions

When creating a travel itinerary in Excel, it's important to utilize formulas and functions to efficiently organize and calculate travel details. Two key functions to incorporate into your travel itinerary are the SUM function and conditional formatting.

• Step 1: Start by entering the individual travel times for each segment of your trip, such as flights, train rides, or road trips, into separate cells in your Excel spreadsheet.
• Step 2: In a designated cell, use the SUM function to add up all the individual travel times to calculate the total time spent traveling throughout your trip.
• Step 3: This total travel time calculation will provide you with a clear overview of how much time you'll be spending in transit, allowing you to plan your itinerary more effectively.
• Step 1: Select the range of cells containing your travel itinerary details, such as dates, destinations, activities, and accommodations.
• Step 2: Navigate to the Conditional Formatting option in Excel and choose a formatting style that best suits your preferences and enhances the visual organization of your travel itinerary.
• Step 3: Utilize color-coding, icon sets, or data bars to visually distinguish different categories within your itinerary, making it easier to interpret and navigate through your travel plans.

By incorporating the SUM function and conditional formatting into your Excel travel itinerary, you can effectively calculate total travel time and visually organize your trip details for a seamless and efficient planning process.

Adding important details

When creating a travel itinerary in Excel, it's crucial to include all the necessary information to ensure a smooth and enjoyable trip. Here are a few important details to include:

A. Include contact information for accommodations and activities

• Accommodations: Provide the name, address, phone number, and email of the hotels or rental properties where you will be staying. This information will come in handy in case of any emergencies or unforeseen circumstances.
• Activities: Include the contact details for any tours, excursions, or reservations you have made for your trip. This can include the name of the company, phone number, and email address.

B. Insert hyperlinks to relevant websites or Google Maps for easy access

• Websites: Hyperlink any relevant websites for accommodations, activities, or attractions. This will allow you and your travel companions to easily access additional information about each item on the itinerary.
• Google Maps: Including hyperlinks to Google Maps for each location on your itinerary can be extremely helpful, especially if you are traveling to a new destination. This will allow you to quickly access directions and navigate from one place to another.

Final touches and customization

After you have entered all the basic details of your travel itinerary in Excel, you can add some final touches and customize it to make it more visually appealing and user-friendly.

• 1. Transportation: Use a specific color (e.g. blue) to highlight all transportation-related activities such as flights, trains, or car rentals.
• 2. Sightseeing: Assign another color (e.g. green) to mark all the sightseeing activities and tourist attractions you plan to visit.
• 3. Leisure time: Choose a different color (e.g. yellow) to indicate any leisure time or free days to explore on your own.

Adding notes or reminders can be helpful for keeping track of important details or specific points for each day of your trip.

• 1. Accommodation details: Include the name, address, and contact information for each place you'll be staying at.
• 2. Restaurant reservations: If you have any pre-booked dining reservations, make sure to note down the time and location.
• 3. Local emergency numbers: Include the local emergency services contact information for each destination on your itinerary.

Creating a travel itinerary in Excel offers numerous benefits, such as organization, customization, and ease of access. By utilizing features such as tables, conditional formatting, and formulas, you can efficiently plan and manage your trip in one convenient location. We encourage you to give our Excel tutorial a try for your next travel adventure, and experience the convenience and flexibility it provides in organizing your itinerary.

Immediate Download

MAC & PC Compatible

Free Email Support

Related aticles

The Benefits of Excel Dashboards for Data Analysts

Unlock the Power of Real-Time Data Visualization with Excel Dashboards

Unlocking the Potential of Excel's Data Dashboard

Unleashing the Benefits of a Dashboard with Maximum Impact in Excel

Exploring Data Easily and Securely: Essential Features for Excel Dashboards

Unlock the Benefits of Real-Time Dashboard Updates in Excel

Unleashing the Power of Excel Dashboards

Understanding the Benefits and Challenges of Excel Dashboard Design and Development

Leverage Your Data with Excel Dashboards

Crafting the Perfect Dashboard for Excel

An Introduction to Excel Dashboards

How to Create an Effective Excel Dashboard

• Choosing a selection results in a full page refresh.