From 3 hours to 5 minutes - Save time by automating daily repetitive tasks using MS Excel
Teri-Leigh Peach
Dynamic senior level marketing consultant helping businesses grow their brand, stand out against their competition and develop robust strategies that bring new sales to their business.
Microsoft 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.
Summit Solutions - Microsoft Excel Specialists - www.summitsolutionstraining.co.za