Aug 19, 2019 | Excel, Training, Uncategorized
Earlier this summer, we shared a story of a client who had to make sense of 80,000 rows of sales data. We taught him how to use Excel’s Pivot Table function to summarize and analyze the data. Now that he knows how to use PivotTables, he can create as many tables that...
Jul 29, 2019 | Training, Uncategorized
Two weeks ago, we showed you how to use Excel’s Paste Special to copy complex items within an Excel spreadsheet. This gives you the control to paste and format data in different ways. If you missed this tutorial, click here to read it. Efficiency and productivity are...
Jul 16, 2019 | Training, Uncategorized
How often do you paste data into an Excel spreadsheet or from one Excel spreadsheet to another? So often that you use command + V without even realizing it. It is second nature. What happens when you need to copy and paste complex items? This is where Paste Special...
Jul 9, 2019 | Training, Uncategorized
Recently, we shared how Microsoft Outlook makes it easy to manage emails and direct specific emails to specific folders enabling you to respond in a timely manner. Rules automate your emails based on criteria. If you missed our newsletter on creating new or custom...
Jun 20, 2019 | Training, Uncategorized
A salesperson and marketer must manage email effectively, but when the average person receives about 90 emails a day, your email inbox can cause you trouble if you do not manage it well. Accidentally delete or overlook an email and you can lose a client. With so many...
Apr 29, 2019 | Training, Uncategorized
How often has your manager come to you with a request for reports that forecast sales? You have the data laid out in Excel, so now you need to create the forecast reports. Forecasting is a very common request to help predict trends and patterns in business, sales, and...