登录查看更多内容

What are the most useful formulas for transforming and aggregating data for process automation?

由人工智能和领英社区提供技术支持

Process automation is the use of software, tools, and techniques to streamline, optimize, and automate business processes. Data manipulation is a key skill for process automation, as it involves transforming, aggregating, and analyzing data from various sources and formats. In this article, you will learn about some of the most useful formulas for data manipulation that can help you automate your processes more efficiently and effectively.

此文章中的业界达人

由社区从 5 条内容中精选。了解更多

Alexey Anshakov

I ?? your business profits by up to 40% with automation. Unlock your first workflow automation case, saving you $25k+…
Christina Prabakar

RPA Developer @ Cognizant/Expert in Uipath, Python and Power automate
Mozammil Rizwan

Hyper Automation Solution Consultant | Azure AI Services | OCR | Document Processing | GenAI | ERP, CRM, HCM, EDI, SCM,…

1 IF and IFS formulas

The IF and IFS formulas are conditional formulas that allow you to perform different actions or calculations based on whether a certain condition or criteria is met or not. For example, you can use the IF formula to assign a category to a customer based on their purchase amount, or you can use the IFS formula to apply different discounts or fees based on multiple conditions. These formulas are useful for process automation because they can help you create dynamic and flexible workflows that adapt to different scenarios and inputs.

添加您的观点

Alexey Anshakov

I ?? your business profits by up to 40% with automation. Unlock your first workflow automation case, saving you $25k+ in just 2 weeks, with a Forbes & EU Innovation Award recipient.
举报内容
On the other hand, the IFS formula expands this capability by accommodating multiple conditions in a single function. This is especially handy for scenarios where decisions involve more nuanced criteria, such as applying varied discounts or fees based on a combination of factors. This not only simplifies your formulas but enhances readability and maintainability.

已翻译

赞
Mozammil Rizwan

Hyper Automation Solution Consultant | Azure AI Services | OCR | Document Processing | GenAI | ERP, CRM, HCM, EDI, SCM, E-Commerce, Healthcare Automation Specialist
举报内容
For process automation, key data transformation formulas include VLOOKUP for seamless data merging, CONCATENATE for string concatenation, and IF statements for conditional logic. Aggregation relies on SUMIFS for conditional summation, COUNTIFS for counting with conditions, and pivot tables for comprehensive data summarization. These formulas enhance efficiency, and accuracy, and streamline complex data handling in automated processes.

已翻译

赞
Alexey Anshakov

I ?? your business profits by up to 40% with automation. Unlock your first workflow automation case, saving you $25k+ in just 2 weeks, with a Forbes & EU Innovation Award recipient.
举报内容
From a practical standpoint, IF and IFS formulas serve as dynamic decision-making tools within spreadsheet applications, introducing a layer of intelligence to your data processing. The IF formula, a fundamental building block, offers a binary decision – if a condition is true, execute one action; if false, execute another. This simplicity is powerful, enabling tasks like categorizing customers by their purchase amounts, streamlining data classification.

已翻译

赞
Christina Prabakar

RPA Developer @ Cognizant/Expert in Uipath, Python and Power automate
举报内容
As the process automation is not linear, it may result in multiple outcomes. The IF and IFS formula is used to check the process in two or more ways and apply the activities according to the condition it meets.

已翻译

赞

2 VLOOKUP and HLOOKUP formulas

The VLOOKUP and HLOOKUP formulas are lookup formulas that allow you to find and retrieve data from a table or range based on a matching value or key. For example, you can use the VLOOKUP formula to find the product name and price based on the product code, or you can use the HLOOKUP formula to find the sales amount and commission based on the salesperson name. These formulas are useful for process automation because they can help you automate data validation, enrichment, and consolidation tasks that require cross-referencing or matching data from different sources or tables.

添加您的观点

Christina Prabakar

RPA Developer @ Cognizant/Expert in Uipath, Python and Power automate
举报内容
As the process automation is generally used in scenarios where high volumes are faced. A manual intervention to find the respective field is very hard. This problem is solved using VLOOKUP and HLOOKUP formulas.

已翻译

赞

3 SUMIF and SUMIFS formulas

The SUMIF and SUMIFS formulas are aggregation formulas that allow you to calculate the sum of a range of cells that meet a single or multiple criteria. For example, you can use the SUMIF formula to calculate the total sales of a specific product or region, or you can use the SUMIFS formula to calculate the total sales of a specific product and region combination. These formulas are useful for process automation because they can help you automate data analysis, reporting, and dashboarding tasks that require summarizing or filtering data based on specific conditions or parameters.

添加您的观点

4 CONCATENATE and TEXTJOIN formulas

The CONCATENATE and TEXTJOIN formulas are text formulas that allow you to combine or join text from different cells or strings. For example, you can use the CONCATENATE formula to create a full name from the first name and last name cells, or you can use the TEXTJOIN formula to create a comma-separated list of values from a range of cells. These formulas are useful for process automation because they can help you automate data formatting, cleaning, and transformation tasks that require modifying or combining text data for different purposes or outputs.

添加您的观点

5 DATE and TIME formulas

The DATE and TIME formulas are date and time formulas that allow you to create or extract date and time values from different components or formats. For example, you can use the DATE formula to create a date value from the year, month, and day components, or you can use the TIME formula to create a time value from the hour, minute, and second components. These formulas are useful for process automation because they can help you automate data conversion, manipulation, and calculation tasks that involve working with date and time data for different applications or scenarios.

添加您的观点

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

添加您的观点

Process Automation

+ 关注

给文章评分

我们借助人工智能创建了此文章。您认为这篇文章怎么样？

很棒不太好

举报此文章

查看全部

What are the most useful formulas for transforming and aggregating data for process automation?

1

2

3

4

5

6

1 IF and IFS formulas

2 VLOOKUP and HLOOKUP formulas

3 SUMIF and SUMIFS formulas

4 CONCATENATE and TEXTJOIN formulas

5 DATE and TIME formulas

6 Here’s what else to consider

Process Automation

给文章评分

感谢您的反馈

更多Process Automation相关文章

更多相关阅读内容

What are the most useful formulas for transforming and aggregating data for process automation?

1

2

3

4

5

6

1 IF and IFS formulas

2 VLOOKUP and HLOOKUP formulas

3 SUMIF and SUMIFS formulas

4 CONCATENATE and TEXTJOIN formulas

5 DATE and TIME formulas

6 Here’s what else to consider

Process Automation

给文章评分

感谢您的反馈

查看其他技能