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Automation Using Excel

 

Finding yourself creating one-off spreadsheets each time a customer or co-worker has a request for information?

Excel Pivot Tables might be the solution. Over the years we have created many spreadsheet templates and used pivot tables to access and filter on this data.


​Pivot tables allow creation of customizable views. Data can then be filtered to display/report data in the desired fashion.

​An existing spreadsheet has all of the data, but the user now wants only for certain dates or products. No need to create a new spreadsheet.

Simply update the existing spreadsheet with your source data and use pivot table to filter on the parameters.

​There are countless applications for using Excel to save time and for you to be more responsive to your end user.  ​Allow us to help you identify areas of need and create the templates and pivot tables to streamline the process.

​To learn more about this topic or other services, please contact us.

CALL FOR YOUR COMPLIMENTARY 1-HOUR DISCOVERY 714-500-8600