Sometimes it is necessary to open two Excel files and perform a comparative review. This can be done in several ways but one of the most effective is by using the View Side By Side option. In the text that follows, you will see how this option is used, and as an example, we will take two files containing lists of employees with the value of their salaries in two comparative years.
Structured tables (Tables) make it much easier for us to work with data. When we convert a range of data into a table and then give it a suitable name, we can easily access each column by specifying its name or a combination of table and column names. By entering a formula in the first cell, it is automatically updated in remaining cells within the column. And what if we don’t want that? What should we do if we need to use the current row value?
When we want to give our opinion about a product, we are often able to evaluate it by assigning a certain number of stars. Our rating updates the previous state, and the product score is always a number. How do you calculate how many total stars a product should have based on the score number? There are several ways to do this in Excel, and one of them is by applying the Conditional Formatting option.
When a customer is late with payment it would not be bad to send him an email alert. It is also a nice gesture if you thank him if he fulfills his obligations on time. All this can be done automatically from Excel, and the example you will be shown is the logical continuation of the previous post about the HYPERLINK function. Also, if you run your CRM in Excel, this is a good idea how to enrich it with some new functionalities.
In one of the earlier posts, you could find out how a hyperlink is assigned to an object. With it, we can access the location within the document, send an e-mail or visit a given website. Excel also has a HYPERLINK feature, and knowing a little more about syntax for building web links opens up some new possibilities for automating your reports.