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Almost all companies nowadays rely on technology especially when the online market expanded and offered a lot of opportunities. Hence, it is important for your company to utilize the Microsoft SharePoint platform & custom Excel Office 365 solutions. It’s one of the most powerful tools that can improve your company if used properly.
Are you in dire need of a Microsoft SharePoint consultant to help you better understand the tool and offer exceptional solutions? How about custom Excel VBA programmers to create massive efficiency? Well, you have come to the right place. We are a team of USA professional technicians and consultants that specializes in making the most out of technology to help your business grow. You don’t need to be an expert to reap the benefits of Microsoft SharePoint; we could get to it for you in the services that we offer.
When Microsoft releases a new version of office, new features are generally included in all of the programs including Excel. With the coming of Excel 2019, there is a range of new features and functions that you will be able to use. The problem is that a lot of the new features and functions are ones that you will not generally use unless you have an extensive and complex spreadsheet. This new version of Excel does have these features, but there are others that you are more likely to use.
Data Visualization With Insights
There are generally 2 types of people who use Excel extensively. The first is the people who fully understand the data that they are working with and know the right charts to use to ensure that the data is visualized correctly. The second type of person will be the rest of us who have some idea of what they would like to see but still do not know how to get it just right.
This is where the new feature Insights will come into play. This feature is on the Excel Ribbon and will make a range of suggestions for how to visualize your data. Some of the suggestions might be ones that you have thought of already, but others might be completely new.
If you want to make use of Insights, all you have to do is have at least one cell in the data range selected. You should then select the Insights feature on the menu and it will open a new task pane. The task pane will be on the right-hand side of the screen and will carry the suggestions that you need. You can easily use the suggestion by clicking on the plus sign before the chart.
Funnel And 2D Map Charts
The funnel chart is one that is commonly used to visualize the states in a process. An example of this will be when you want to see the number of closed sales in your business versus the total amount of leads that you have followed. The funnel chart will be the best option for visualizing this and easily extracting the data that you need.
The only problem is that in the past, Excel did not support this type of chart. In Excel 2019, this functionality has been included and you will be able to make funnel charts to your heart’s content. As long as the process has 100% value and some potential dropoff points, you will be able to use this new chart feature.
Another chart feature that has been included in Excel 2019 is the map chart. As the name suggests, you can chart your data onto a map as long as you have all the correct information. The most important data to have is the geographic data which is used to generate the map that you need.
To use this chart, you will simply need to head to the Insert menu. There you can select maps and then filled map. It is important to note that you will need to accept Bing’s data alert before the map will load. This is a great feature if your business operates in a number of different states or countries.
The Geographic And Stock Data
This new feature is actually the one that most people are excited about when it comes to Excel 2019. Over the years, Microsoft has been ramping up the AI-enabled engines and the last addition is now available. There is no end to the amount of data this is available on the internet and you could look it up manually, but you might not have to anymore.
The new feature from Excel will pull the information for you so you do not have to spend time on Google. The only problem at this moment is that the feature is limited to geographic and stock data. However, there is no reason to believe that this feature will not be expanded in the future.
In order to use this lookup, you will need to ensure that the columns in your spreadsheet contain either company names or geographical data. You can then head to the data section and click on stocks or geography. From this point, you will need to click a small icon and choose from the list of data fields to add in the next column. You can also click a small icon and get Bing to look up facts about a region when you are dealing with geographic data.
There are a lot of new features and functions in Excel 2019 that you might be excited about. However, there are some that you are more likely to actually use than others. These features will include the visualization suggestions of Insight, the funnel and map charts as well as the AI-driven stocks and geographic data lookup.
Excel Slicers are a very popular feature in Excel but what are slicers and why are they so popular? A slicer is simply a type of visual filter. You can use Excel Slicers to filter any data that you want such as a pivot chart or a pivot table. For example, let’s say that you are looking at a pivot report at the sales for any particular region. There are basically two options for you to consider. The two options include to introduce a slicer to a region and then click on the region you desire. You can also introduce a region as a type of report filter and then filter the region that you desire.
It should be mentioned, that Excel Slicers will only work in Excel 2010 or newer. If you want to add a slicer in Excel 2010 you will only be able to add it to the pivot tables. You can go to two locations to add a slicer:
- Insert a ribbon and then click on insert slicer.
- Or select options ribbon and then click on insert slicer.
In Excel 2013 / 2016 you can put a slicer into either a regular table or a pivot table. To put a slicer into a regular table, use the insert ribbon then use the slicer insert button. When adding a slicer to a regular Excel table it will perform like an auto-filter for your table. To add a slicer to a pivot table you can either right-click the pivot table field and then choose add as slicer or use either of the insert ribbon or analyze functions to add the slicer.
You will have the option of selecting multiple items for single items in slicers. To select multiple items, and if the items are all together, you simply drag from the first item to the last. If all of the items that you want to select are not together then use the CTRL key and choose them one at a time.
Since Excel Slicers have the ability to talk to pivot tables you will be able to utilize them to create interactive charts. For example, you can set up pivot tables that will provide you with data for your chart. You will be able to create a regular or pivot chart from your pivot table data. You can move your slicer beside the chart and format all of them together to your whatever particular taste you want.
You also will be able to add multiple slicers to a pivot report. As you add multiple slicers you will notice that each one of them plays a role in telling a pivot table what the subset of data will be necessary for calculating the numbers.
You also have the ability to link any single slicer to various pivot reports. This feature will make it possible to construct powerful, interactive and cross filtered reports using Excel. You will need to follow these steps to connect any multiple pivot tables to a single slicer.
- Give a name to each of the pivot tables. To do this you only need to click anywhere on the pivot. Travel to the Analyze ribbon and enter the pivot table name field in the top left corner. If you decide not to name your pivot table, the Excel program will provide them with a default name. Unfortunately, this may be quite confusing if you have more than one or two pivot tables.
- On the slicer, right-click and go to Report Connections. It will be called Pivot Table connections in Excel 2010. Click on whatever pivot tables you desire and then click okay. That is all you need to do. This will allow each pivot table to respond to a slicer. You can also utilize the same approach for linking one slicer to more than one regular or pivot chart.
While slicers are fun and amazing for pivot table framework, there may be times when you want to go outside of the pivot table framework. For example, you may desire to use a slicer to add interactivity to a chart or maybe use them in a dashboard. If you want to do something like that it is vital that your slicer is able to communicate with your formula. There are two approaches to do this. The two approaches include harvester, or dummy pivot table route, and CUBE formulas route.
The easiest way to put a slicer selection into a cell is by using a dummy pivot table. For example, let’s say that you want to know which profession is being utilized by the slicer so that you can later use it in a chart or formula. You will need to create a pivot table, add a profession field to the row label area, link up the slicer with your new pivot table, click on the slicer which will allow both the dummy pivot and the original pivot to change, and access a row label the same way as you would with a regular cell in a formula.
The CUBE formula approach, on the other hand, is only relevant if your slicer is hooked up to a data model. It can be hooked up to SAS Cubes, Power Pivot, or This Work Book Model in Excel 2013 or newer. A couple of bonus functions that are now available when using the CUBE formula approach is that you will be able to count the number of selected items in a slicer. You also will be able to easily extract all of the items that are selected in a slicer by combining CUBESETCOUNT and CUBERANKEDMEMBER.
You may have additional questions such as how do I deal with too many items in a slicer? What do I do if I find that I do not want a particular slicer color? How can I get rid of a title on a slicer? What do I do if my slicer continues to show old categories or products that are no longer necessary? The good news is that all of these questions can be easily answered by going online and using a Google search engine.
Handling and updating complex excel spreadsheets is a daunting task. And that’s where developing a mobile app for your excel can do wonders.
These sheets contain vital information that you need to access as and when required. In order to have around the clock access to these sheets you can convert them to a mobile application with the help of Microsoft excel. It is very beneficial for financial organizations. You just need to follow the below mentioned four steps to develop a mobile application from excel.
But, be sure to hire the right app development company that can help you build a mobile app from your excel spreadsheets.
- Create a simple financial calculator in excel using a complex excel formula.
- After creating the calculator you have to upload the excel sheet on the cloud.
- Publish the application on the cloud and your mobile app will be ready.
With these simple steps you can build an interactive calculator and deploy it to members to access it as an app on mobile.
How Can Microsoft Excel Be Used For Building Great Solutions For Financial Organizations?
- You can create a feedback survey on Excel and deploy it on the cloud in order to capture member feedback from mobile.
- You can generate leads by allowing members to self-email or save their calculations using this excel application.
- You can have full control on calculations and user experience that is in accordance with your brand and member experience.
- You can collect leads during an event and directly route those leads to your CRM system with just a click.
- You can easily share complex business reports from excel with your team through this mobile application.
- You can build efficient data gathering applications and deploy them in minutes on the cloud.
How Are These Excel Mobile Applications Beneficial For Your Business?
There are several reasons why you want to develop an excel spreadsheet into a mobile application.
The primary reason is that these apps facilitate easy communication between employees and effective analysis/tracking of the data. For instance, the excel mobile applications can be used to track expenses, sales figures, client contact information, time records, sales commissions, etc.
Also, mobile application development from excel allows you to save it as a template inside the app so that you can reuse it easily. These applications also facilitate generation of pdf reports and sending emails quickly. Let’s explore what are the major benefits of these excel mobile app for your business:
- Mobiles’ Accessibility: All the entrepreneurs, employees and self-employed people use mobile devices. In the presence of a mobile, they all prefer doing calculations on it rather than a desktop or a laptop. Also, these excel applications allow you to share urgent figures and quotes with your team when you are out of office so that there is no need for you to wait for a laptop as your excel mobile app can do it for you.
- No Need To Put Pressure On Your Memory Everyday: These applications have different methods and equations saved that you might use. In such a scenario, you don’t have to take a memory examination on a daily basis because you can easily use the already stored calculations on these excel apps and can accomplish your task.
- No Need To Be Online: The data stored on these excel mobile apps can be easily stored on your mobile devices. Therefore, you don’t have to wait for an internet connection while collecting data.
- Consolidation Of Data: One of the most striking features of these excel mobile applications is that they can put together all of yours and your employees’ excel data into a consolidated sheet. This sheet can be easily accessed by the concerned people as and when required.
- Secured Access: When you operate your excel sheet on your laptop anyone can have a sneak peek at your data. But while using the excel mobile apps, you can update the privacy settings so that only the people who have been given the password can access the sheet.
- Sell & Earn Money: Once your excel mobile app gains traction, you can put it in app stores for sale such as in Google Play, iTunes, and App Store. With every download you can earn some money.
- Email Notifications: You can customize these excel applications in such a way so that you get an E-mail notification every time the data gets modified or any other change.
- Easy To Use: In these excel mobile applications, you can easily assign permission and rights as per user privileges and still work simultaneously without any hassle.
To conclude, these intelligent excel mobile applications can make your life trouble free. You can build such an exclusive excel mobile app for your business, company, partnership, or firm and can earn some side money too by putting them on sale. So many benefits with one app! Don’t let this opportunity go.
Anubhuti Shrivastava is a content writer at Arkenea, a mobile app development company that builds custom mobile apps for founder-driven businesses and enterprises.
Creating a graph is a lot easier than what you imagined when you have a computer and Excel. However, what you will find is when you are looking at Excel you will find that it has several different graph features. This is when you should know more about the top 5 Excel graph features you can use. By knowing about these features it will be easier for you to find the best ones to use and know you are going to create a graph that is going to be out of this world amazing.
1. Recommended Charts
This is something that you are going to like because it will help you in figuring out which type of chart you will want to look for. This makes it quite a bit easier for you to create the graphs you want to have, but also makes it easier for you to know which one of these is going to look best for your needs. So instead of trying to shove everything into a pie chart, you will finally be able to get the chart done in the proper format.
2. Chart Filters
This is a filter that you will like because it allows you to go out and filter some of the results out. This makes it easier for you to focus on a specific item in the chart. It also helps you in getting to enjoy the fact that you can finally have a great looking chart that is going to have some of the filters done that you want to have.
3. Individual Formatting For The Panes
When you are creating a graph or a chart you will notice that you are going to have some information that you need to have properly formatted for your needs. Since this is the case, you need to make sure you know that inside of Excel you will have a chance to format each of the panes. This makes it easier for you to have a great looking pane that provides the information you need to have.
4. Easier Organization
This is an aspect that you need to consider because if your graphs are not organized they are going to look horrible and no one will want to use them. However, with the new features you will find it is going to be very easy for you to have the information organized like you want to have it organized and know it will provide a good flow to your information.
5. Combo Charts Are Easy
Often you will find that when you are going to make a chart you can get your point across with more than one chart. The problem is it can be difficult to get the two charts on the same output. This is when you will love the fact that you can use a combo chart to get the output that you want to have.
Finding out about the chart features in Excel it will be easy for you to have a great looking graph. Then you will not have to be concerned about the graph not looking great when you are creating one of these charts.
Due to the increased complexities of business operation, it has become necessary for every owner to automate their firm operations for better analysis and improved efficiency. If your business has been in operation for a while, it may be necessary to tweak some of your systems and integrate this automation. If you have just opened a new business, you need to automate your operations right away as using the old archaic methods will hinder how your business grows. One of the best tools that can be used to organize your files is Microsoft Excel. This software has a whole lot of capabilities that can make your work easier and you need to find an expert who understands how to use it or any other application that is used to organize excel based files. Read below and check out what you need to know and do when hiring one of the best excel macro consultants;
Specify Your Needs.
This is the most important thing in your quest, and if you get it wrong, you will end up regretting dearly. Take your time and analyze your business needs since they are unique and cannot be identical to a similar business in the same niche. If you find it hard to evaluate your needs, it is allowed to engage an expert to help you conduct an in-depth analysis. Think of it regarding what you need from the excel application and what it can offer you. Think of how this application will affect your short-term and long-term goals. Ponder on how you want to integrate it into your system and the possible ripple effect both on the operations and duties assigned to the employees such a move could have. Once you have the mentioned and other concerns spelled out, you will be in pole position to approach all the consultants you come across and even analyze them to see whether they are suitable for you or not.
Come Up With A List Of Requirements.
While you may have an idea of what you need from the excel application, it is good to spell out what you expect from the Excel Macro consultants you want. Do you prefer to hire a company or a freelance expert? Do you want a local company or are comfortable with one in a different location? Do you want them to work from your premises or they could accomplish their tasks remotely? Have a clear set of requirements that your excel macros consultant should attain so that you do not fall for an unsuitable one.
Conduct A Search.
You will have the internet to thank since searching for an Excel consultant cannot get any simpler. All you have to do is to type on google, and you will have a list of results to chose from. It is good to have a long list and then start eliminating all the unsuitable ones until you get a shortlist of the ones that suit you. If you have a set of requirements in place, removing the unsuitable ones should be easy for instance if you want a company as opposed to the individuals, you will automatically forego the freelancers and remain with the companies only.
Experience Is Vital.
It is always advisable to lean towards to the experienced excel macros consultants since they will offer you the best services. Remember that some new entries may be equally good, but this is one area of your business that you do not want to gamble with. New entries have a very limited track record for you to analyze and you cannot prove if they are right for the job. All you have to believe is what they will tell you or what they have posted on their sites, but with this competitive era, all the firms (even infographic agencies )you meet will want to portray themselves as the best for the job. An experienced excel macros consultant has dealt with several companies, and their exposure is valuable when trying to develop solutions to your problems. They will understand your nature of business and recommend the best solutions for you to take. In a nutshell, an experienced consultant will take the lead and guide you on most of the things rather than take the back seat and wait for you to tell them what to do.
Check The Reviews.
Online client reviews can tell a lot about a company. It has been seen that all businesses will light up their sites with marketing language that will lure clients. However, clients are the real determinants of whether a particular consultant is right and you need to find out what they are saying about the options you have in mind. You will pay your excel consultant dearly, and you should ensure that your money will not be flushed into the toilet. Always lean for the best in the market and look for ones that have been lauded by a vast majority of the clients they have worked with. The pedigree of the company’s clientele can also tell you a lot. An excel consultant that has worked with some of the best companies out there must be doing a good job as opposed to the ones that are only associated with the struggling entities.
Microsoft hosts Excel and you should check if the consultant in question has any certification, specifically from Microsoft. If you happen to land a firm that has been hired by Microsoft, that makes thing even better as it is an indication that the consultant delivers according to the set standards. These certifications are issued out to the best players in the industry, and you can use them to gauge how the consultants in question fair when compared with the others.
After you have done an analysis, contact your company of choice and check out their responsiveness and communication skills. You should also inquire about the cost so that you are not forced to sacrifice a huge chunk of your budget for Excel Macro Consultants. Remember that cheap services mostly translate to low prices and you should expect to dig a little bit if you want to get the best excel macro consultants.
Embarking on a custom Excel project is a massive opportunity for an organization and business to largely increase efficiency in their daily workflow as well as provide consistent and error-proof reporting and data. Not only does data and process improve, businesses can transfer resources to other tasks as the previous become automated. Bottom line growth of companies starts with automation, and this is something that can change an entire company. To achieve these desired automation results, there is a process to follow and its imperative to hire the right Excel development company to implement these MS Office solutions properly.
- Requirements gathering and Initial Planning
- Communication and Expectation
- Excel VBA Programming & Implementation
- Support & Availability.
The initial development phase which includes requirements gathering is essential to building the foundation of your application or Excel tool. Not only do the current requirements need to be understood, but future use cases need to be taken into the account so scalability can be introduced such as an Azure SQL cloud back-end or Access database for multi-user usage.
This can be the most important part of the client experience and can make or break the relationship with the counterparties. Weekly meetings and screen shares on a recurring basis are a couple of the obvious things to be structured within the consulting agreement. Other things like transparency concerning hours, phased delivery and release dates are important as well.
VBA is an impressive backbone of Microsoft Office applications and is extremely powerful when built and used in a manner that is within best usage practices. From complex formulaic functions to error trapping and tracking within a multi-user environment, these pieces can make or break a release. The usable of classes and global variables, as well as 32 or 64-bit coding, is something that junior Excel programmers would not understand. It’s important to find senior level programmers to take these projects to the finish line.
Once the roll-out of the project occurs, it can be a massive uptake on an organization and its imperative to have the proper support channels in place in case there are bugs that pop up from time to time. This not uncommon and can be expected. As long as there is a proper contractual agreement to meet these needs as well as staff to enable the post engagement to go well, companies will see the positive results they are looking for.
Now that you understand what it takes to create a successful Excel tool within a company, it’s important to follow the above as a general outline and make the right decision on hiring the correct firm (not freelancer) to deliver the results that will “move the needle.” Time after time, we see many current clients coming to us with terrible experiences of past developers and unprofessional scenarios that have played out in no ones favor. That’s why it behooves companies to spend time and select Excel VBA experts that have the track record, references and more importantly, the skill to deliver exactly what these engagements require to make them massively successful.
You have subscribed to the Microsoft SharePoint in the hopes of improving your company and incorporating technology into your business. Now that you’ve taken a look at the tool, you realized you don’t know how to use it at all! So, you have decided to hire a Microsoft, SharePoint consultant. Here are the following qualities that you should always look for:
1. They keep on asking questions and opening a discussion
To give you the finest quality of services, a Microsoft SharePoint consultant will need to understand your company first. Before they walk into your office building, all they know is the basic information about your company.
Hence, you can expect from a professional consultant to keep on asking questions about your company and explain how your business operation works. In that way, they will be able to come up with a cutting-edge design that will only work for your company and will suit your needs and requirements.
2. They will allow you to understand SharePoint
Before they delve deeper into developing the best strategy for your company, a consultant will make sure that you understand the Microsoft SharePoint environment first. They are most likely to discuss the sites, lists, and webparts—the three main concepts of the SharePoint. They wouldn’t go into further details where you could no longer catch up but rest assured that you will understand how it works and what it can do to your company before you sign a contract and use it.
3. They will continue to assist even if the system is already launched
What you must know about Microsoft SharePoint consultants is that their job doesn’t end when the system is already launched. Most of the projects fail simply because the business owners didn’t receive assistance from them after the project.
You can determine a good consultant because he is concerned about what’s going to happen after you have launched the project. How you are going to train your users, how you can encourage engagement within your employees, how you are going to track and measure progress, and all the activities that you are planning to keep the system interesting to use.
4. They have a vast knowledge when it comes to third-party tools
Once the consultant has understood the underlying problem in your company, they will exhaust all means to achieve the desired results most conveniently. Most of them are even working with an architect, analyzing and solving problems in the long run. Some of them will opt for third-party web parts and tools that can help your company in the long run. There are available tools, and web parts that you can use to solve problems and only a professional consultant can access to this kind of tools.
5. They offer a live demonstration
A professional consultant doesn’t tell you about SharePoint features how it works. They will show you how it’s done by a live demonstration. In that way, you’ll be able to grasp and understand it properly. It’s also a way of setting the expectations of the clients from the very start and see the results at the end of the project.
Make sure that you look for the qualities above when it comes to choosing the best Microsoft SharePoint consultant. Since there are many to choose from, it is best to narrow down your options and save both your time and money in the process. Keep these tips in mind, and you’ll be able to hire the right consultant for your company.
My business improved after having their formula.