Some consider Excel to be outdated by newer
analysis and table-like software, but 81% of businesses use Excel regularly,
but definitely not
fully.
Following
is an OUTLINE of the many, many creative possibilities
generally outside the normal use and thinking about Excel or spreadsheets in
general.
In the near future, in our Group, then
LinkedIn Posts and Articles, we’ll
expand on several of these use enhancements, taking advantage of Excel’s
conventional and advanced features.
· Create
Text for Messaging for 1+ recipients for
§ LinkedIn / Twitter / Facebook / Other Social Media
§ Mobile Text Message Systems
§ WhatsApp / Slack / Signal / Wire / Gab / Parler /
Skype / Messenger
§ LinkedIn Invite (individual)
· Create
Text for Emailing (with
formatting)
· Sensitivity Analysis of one result (based on several values for 2 other parameters)
· Create
Documents (with
formatting)
§ P & L
§ Balance Sheet
§ Other Accounting Inputs
§ Basic Time-Cost Accounting
§ Input forms
o With drop-down menus
o Cascading to more complex inputs
o Feed databases and accounting
o Produce reports
o Surveys
§ Basic testing (without immediate feedback or jumps)
§ Financial Analysis (Business, Investments,
Startups, Expansion)
§ Summary Tables such as Pivot Tables (4-line to 1-page)
§ Charts
o Typical – bar, line, 3-D
o Seating
§ Reports – Accounting through Sales
o Many types
o Include mini charts to show trends
o Add arrows and percent changes
§ Maps
§ Presentations
o Outlines
o Slides
§ Print directly from Excel
§ Insert into Applications
o Word (can
also make very good slides in minutes)
o PowerPoint
o Other
Apps
o Can
include dynamic charts
· Consolidating
Sheets
§ Segments
o Divisions
o Regions
o Products
o Services
§ Timing
o Real
Time (on each save or upload)
o Periodic
o Year end
o Comparing
to Previous Periods
§ Complications
o Different
Headings
o Different
Order or Number of columns
o Extra
data
o Combined
data
o Different
Formatting within Cells
o Data
Consistency allows custom adjustments per sheet source
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· Separating
Cells
§ Separator (which may have come from
a Consolidation)
§ Size
§ Logical
· Protection
§ Password – save somewhere master-password protected
§ Formula
§ Data sources
§ Hidden parameters
§ Input suggestions and limitations on open cells
(fields)
· Contact
Management
§ Sheets
o Often feed other sheets, transferring base
identification to each row (protected from modification)
o Can be broken into multiple sheets then summarized
in main sheet
o Can be a vertical form to feed on or all horizontal
row
§ Full contact info – easily sortable
o Name (first, mid, last, designations)
o Email Address
o Title(s)
o Company
o Website(s)
o Profile(s)
o Address(es) – spread into number & street &
unit #(s), city, state/province, postal code, country – physical and mailing
o Phone(s)
o Other communications channel IDs
o Social media link(s)
o Blog(s)
§ Next contact date
§ Next action
§ Notes with sortable dates (Year/Mo/Day)
§ Source(s)
§ Optionals (each in section in 1+ columns for ease of
use)
o Region
o List(s) assigned
o Project Name(s)
o Additional information
o Address(es) formatted mailing or contracts (combined
from separate columns)
o Education
o Degree(s) & School(s) & Graduation date(s)
o Extracurricular activities, education, certification
o Level of management
o Industry(s)
o Company value
o Assets
o Service / Product need(s)
o Income potential
o Commission potential
o Purchase methods
o Exit methods
o Roles
o Startup / Expansion
· Create Mock-Ups for Software Designs (Workbook simulating 1+ pages)
· Conversion to HTML or other language formats (plugging data into data-driven codes)
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Data / Chart
Sources (used for the Productivity
Enhancements)
· Within
Same Sheet
· Same
Workbook
· Another
Workbook
§ Same computer
§ Shared folder
§ Web (as updated on a server)
§ Cloud storage (only certain ones)
§ Transfer Methods
o Referencing a cell, or a set of cells
o The many, complex Excel features to pull in data
· Non-Excel
Apps
§ Databases
§ Other Spreadsheet software
§ Contact Managers
§ Real Estate Listings
§ Member Lists
· Exported
or Copied from
§ Databases
§ Webpages
§ Contact Managers (with fixed or variable
columns based on included)
§ Vertical set of data destined for a horizontal row
Application
Areas
· Sales
· Projections
· Project
Management
· Personnel
/ Contacts / Relationships
§ Staff
§ Partners
§ Suppliers
§ Other Contacts
§ Suspects
§ Prospects (usually pulled from Suspects)
§ Customers
· Uploads
and Downloads
§ Commercial Databases
§ Contact Managers
§ Software using an Excel exchange (CSV or XLS)
· Estimating
/ Computations / Analysis
§ Real Estate
§ Natural Resources
§ Technology
§ Scientific
§ Healthcare
§ Engineering
§ Construction
5/11/22 KHJ
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