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MS Excel insights & advice

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Data Management, Analysis & Reporting Specialists

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Using the Right Excel Chart for the Right Message

28 September 2018

Excel Charts support making effective business decisions by answering what is happening and why it is happening?

Below are some guidelines for selecting the best chart type for the question you are wanting to answer.

  • Line Chart: A line chart is an effective way of communicating trends and patterns over time (months, years etc). For example: Is your sales increasing/growing or is it decreasing/declining over time?

  • Column Chart: A column chart is an effective way to compare performance across different categories (People, Products, Places etc.). For example, who or what is performing better or worse?

  • Bar Chart: A bar chart can be used effectively to rank and compare performance. For example, who is performing better or worse? Excel Pivot charts also have a very nice feature for selecting your top “x” of bottom “x performers.

 

  • Table with Conditional Formatting: A table is a very effective way of knowing precise values, e.g. Sales Values. The use of conditional formatting enhances comparative performance and highlights additional insights, for example; performance against targets.

  • Map: Office 365 subscribers have a very nice option to create a Map Chart. This uses Bing Maps to plot the locations and gives a great visual representation of performance by Region.

From 3 hours to 5 minutes - Save time by automating daily repetitive tasks, using Microsoft Excel

11 September 2018

Excel is a fantastic tool for automating certain administrative tasks that are being done manually. However, the problem is that not everyone is aware of the different Excel features that can be combined to achieve this.

 

An example of this was seen with one of our Clients who was downloading a CSV file from their bank, importing it into Excel, sorting, cleaning and summarizing the data manually and then comparing the payments in the file to a client list. All of this was being done manually in Excel, which was taking them up to 3 hours a day.

 

By; recording a Macro of the steps taken to import the file and getting it into the correct format and then matching it to the client list using the VLOOKUP function, the Client was able to save close to 3 hours a day! A exception report was also produced so that the client could focus on inspecting the exceptions only.

 

There are many features in Microsoft Excel that can automate administrative tasks, improve efficiencies and accuracy of work.

Microsoft Excel is one of the most used & important business tools in the workplace

15 August 2018

With an estimated number of 750 million users, Microsoft Excel is one of the most used and most important business tools in work places around the world.

A knowledge of excel has become essential for helping:

  • Businesses achieve their desired results

  • Workers becoming more effective and efficient in their work

  • Prospective employees entering the workplace

Not only does Excel help employers perform and manage everyday tasks, it is also an excellent tool for helping businesses answer questions and make effective decisions.

 

Some of the key uses of excel include:

  • Collecting, Cleaning and Storing Data

  • Organising Data into Meaningful and Useful Information

  • Visualising Data by Creating Reports and Dashboards

  • Using Functions and Formulas to Make Calculations

  • Developing Models to help; Monitor, Forecast and run Scenarios on Performance

  • Administering and Automating Tasks

  • Creating Document Templates

 

Learning and improving your Excel skills creates growth opportunities and helps you achieve what you are trying to get done; confidentially, effectively, accurately and as quickly as possible.

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