Master Excel with these Workflow Features

Microsoft Excel is a wonderful program that allows you to do so much for work, school, and more. In fact, it can be an important factor in your business. For many years, it has mainly been used in accounting, inventory, and other related fields.

With Excel, it gives you multiple features that help you keep your work organized, It can also do things that make your work a lot easier to do, saving you time.

However, there are many lesser-known features that Excel has to offer. These features are usually ignored because people are not aware of them. This article is to explain some of the features that Excel has to offer and how they can make your job a whole lot easier. With that being said, let’s get started!

PDF Conversion

A PDF is a great way to get your work looking organized and easy to understand. PDFs in the Word document can have their problems but for the most part, it’s pretty easy to use. Excel is no different but has some major differences. For one, spreadsheets can be quite difficult to convert into PDFs. To make this easier, one can use the PDF to Excel tool that is located on Adobe.com.

While it may be a low chance that you need to put spreadsheets into a PDF, it is still useful to have a tool that allows you to do that. One downside to this feature is that you can use it only twice a month for free. But, what you want to do is click File, Save As, and then choose PDF as the file format when the list appears.

Dropdown Lists

To save a lot of time, one can use the ability to create Excel dropdown lists. Sometimes, you might notice that you have to constantly check back on the same information. But, with the dropdown lists, you can check your info in a list quite quickly. This then allows you to input your data a lot quicker.

Automation

If only all jobs were automated so that we can all just enjoy our day. While that dream may be in the future, there are already close similarities with Excel. The program has the ability to automate repetitive tasks and yet hardly anyone knows about it.

Microsoft created something called Visual Basic for Applications or VBA. It can be used with Office Suite and saves time for business owners and allows increases in accuracy by automatically doing tasks. While it is a programmed language, have no fear, there is training like the 2022 Ultimate Excel VBA Certification Bundle that can help you become a more productive worker.

Dashboards

For businesses to make smart choices, they need researched data. Data can be changed into visuals to help get a better grasp of the company’s logistics. This can be done through charts and graphs. But, sometimes lag gets in the way, or other annoying problems make it difficult to procure your data.

Instead, utilize the Excel dashboards that allow you to see your business data in real-time. Since the data is already in the Exel worksheet, it makes it easier to sit back and watch the information come in live with easy-to-read graphs.

Invoice Creation and Tracking

Computers seldom make mistakes, but humans can. While it’s true that humans give the opportunity for mistakes to happen, don’t let that put you down! Instead, use the Excel feature to create invoices that can ensure that your orders are correct and that all needed information is there.

The invoice feature also allows you to track what has been done. This saves time and it ensures that human error is minimalized. It can also be integrated into dashboards or onto another sheet.

QuickBooks

Excel has the ability to have a two-way sync with itself and Quickbooks. Quickbooks allows you to track and manage your business and finances. Thanks to the new Spreadsheet Sync, you can reduce manual data entry errors, CSV complications, and more. This feature allows you to add and edit large amounts of data and it syncs right into QuickBooks Online Advanced, making it easier for you to learn the tool.

It also has pre-made templates and allows you to access refreshed data with just one click.

Conclusion

As you can see above, there are a variety of features that can save you a lot of time and grief. By being up-to-date with the Excel features you make your workload lessen significantly and allow you to focus on other areas of the business.

Now, why not go and check out these features? They can save you a lot of time down the road so that you can focus on your successful career!