Microsoft Excel is a spreadsheet developed by Microsoft and can be used for a wide variety of things, such as calculations, graphing tools, pivot tables and macro programming. Some of which is way above our experience and knowledge, we will discuss the basics of excel, and some more advanced uses.
Microsoft Excel in it's most basic form can be used to enter, and record data such as a list of names, and addresses of your contacts. This list can then be extended to include cities where the contact is located. Once the data is entered into an excel spreadsheet in is its rawest form, the data can be filtered so that you can see which of your contacts live in a certain city. These filters are useful if you are targeting to sell to businesses or people in a certain location.
Already from the above, from a very basic excel spreadsheet, where data is entered in its rawest form, excel can be used to drill down on information, to create a target audience, in this instance by location.
If you have a database with all this data in, and lots of it an example would be a CRM system, this information can be downloaded into an excel spreadsheet and the same drilling down on information can be done to see all contacts in a certain location.
GMS Accountants have used such information to then create a mail merge, which was then used to email suppliers and customers E Christmas cards.
In four short paragraphs we have discussed ways in which an excel spreadsheet can be used to target a specific category and communicate with external stakeholders. This is only the beginning, excel spreadsheets can be used for much more.
An excel spreadsheet can be used to add up numerical values, for example you have sales in 20 different cities across the UK, all the cities can be listed in one column, and all the values in the column next to it, then the auto sum function can be used to add all the sums up, giving you total sales made.
You may make sales monthly in each city, and you want to see how many sales are made by city by month, now you would enter each of the months in the top row of an excel spreadsheet, all the cities are entered into a column, and under each month the sales values per city are entered. After the last city, the auto sum function is used to add up all the sales in that column to give you a total sales for that month, and the same can be done for the next month and so on. At the end of a period, you will have sales by city by month for a number of months. See Example below.
We can then take this one step further, can analyse this data look at trends, or key cities. Taking the data to the next level and providing meaningful analysis. See example below.
GMS Accountants have used excel to create sales invoicing, automated processes, analysed big data, summarised big data, reduced inputting time plus much more.
The above is only scratching the service, excel can be used for much more. If you need help with excel spreadsheets, want to learn more, or have someone create something for you. If you have a simple question that is bugging you. Whatever it is, contact GMS Accountants, and let's discuss it. We may be able to resolve it over the phone there and then, or we might advise an alternative.
Whatever it is, we want to help. Graham.email@example.com or 07739828423.
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