Oct 20 2017

MICROSOFT EXCEL 2016 VERSUS 2013 FOR WINDOWS

 

Microsoft Excel 2016 Versus 2013 For Windows

 

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This Excel Hint quickly goes over the two most current versions of Microsoft Excel. Yes, there are holdouts working in Excel 2003, 2007 and 2010, but the majority of people are working in 2013 or 2016. As such this post will quickly go over Microsoft Excel 2016 Versus 2013 For Windows.

 

There are many reasons companies do not upgrade as soon as a new version of Excel comes out. For many it is simply the cost, for others it is the fear of the unknown, what wont work, and what bugs are in the software itself.

 

microsoft-excel-2013

 

For those companies that are stuck in 2003 or 2007, or firms that want to use Power BI, an upgrade to one of the two most recent versions would be a good idea. But there is something you need to know before you upgrade. If you want to work in the most ‘recent’ version of Microsoft Excel, and if you don’t want to upgrade twice in a year, then you should consider waiting for Excel 2019 (Click here to learn more). Yes, there is a new version of MS Office coming out, didn’t you know?

 

Okay, so if you are even considering an upgrade anytime soon, you will want to read our full post which has more than enough info and links to quality posts to help you decide.

 

If you were to ask me, I would say wait until the 3rd quarter of 2018, and upgrade to Excel 2019.

 

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Oct 17 2017

Choosing Microsoft Excel 2011 or Excel 2016 For The Mac

Choosing Microsoft Excel 2011 or Excel 2016 For The Mac

 

o365-for-mac

 

This Microsoft Excel Hint is an important one for Mac Excel users. Unlike many of the other Excel Hints over the years this post is not telling you how to do cool keyboard shortcuts or how to write an if statement, rather this Excel Hint can serve as a guide to those Mac Excel users that need to decide which version of Excel for the Mac to use.

 

Many people that own a Mac still use Microsoft Excel 2011. For those people they now have a choice to upgrade to a newer and you would think, better version. But wait, according to many of the best known members of the Excel community, upgrading might not be the best choice. On our sister site we have a good post on this topic, and it may help you to decide. And if you are interested in upgrading, you may want to see if there will be an Excel 2019 for the Mac, as the Windows version ships in the 3rd quarter of 2018.

 

This was just a hint, if you want to read the whole story, then please, visit our sister site, Excel Consultant, and read the post by clicking here.

 

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Oct 9 2017

Excel Hint – How Do Businesses Become More Productive Using Microsoft Excel

 

How Do Businesses Become More Productive Using Microsoft Excel?

 

Said another way, How do Businesses

Excel Efficiently

 

Well, it is actually not that hard if you take advantage of the productivity enhancement tools available, such as the hundreds of FREE Microsoft Excel templates. Many of these were developed by Jacob Hilderbrand (Owner of this site and the sister site, VBAExpress.com) and a few other amazingly talented Microsoft Excel MVP’s, such as Zack and Daniel.

 

 

Getting to the Excel templates is super easy, see image below: Creating A New Workbook From A Template.
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See, that is it, a snap; you now have a new Microsoft Excel template to use and to alter as desired.

 
 

So the question is, does your organization want to take productivity to the next level? If so here is a really quick and easy way. Simply take advantage of the free Microsoft Excel 2019 templates. Excel 2019 will contain all of the current templates plus there will be new MS Excel 2019 templates, and yes, they are all free!

 

You can use the Excel templates as they are, or you can alter them internally at your organization, or you can hire Jacob and our team of professional Microsoft Excel programmers to make the changes you need. Either way, you will have a shiny new Excel template. You will also save dozens if not hundreds of hours of workbook development time as the fully functioning Excel template has been created for you! This is a no brainier. This is just one example of how businesses become more productive using Microsoft Excel.

 
 

Smart Businesses Take Advantage of the FREE Productivity Enhancement Tools Widely Available

 
 

Excel Hint: Why Work Harder Than Needed – Use The Free Microsoft Excel Templates

 

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Below are just five types of FREE Microsoft Excel templates, on YOUR computer, use them!

  • Financial Analysis and Financial Reporting
  • Forecasting and Budgeting
  • Labor Scheduling
  • Sales Tracking
  • Accounting

 

There are hundreds of free Excel templates that do EXACTLY what your business needs, (See image below). What your staff does in Microsoft Excel may be very similar to the hundreds of thousands if not millions of other organizations in the world, from Microsoft, to ASU or even The OCTA. Take advantage of free tools Microsoft created so that you can Excel efficiently. Use them as they are, or you are free to alter them as needed, use the free desktop productivity tools and make your business more productive by simply using Microsoft Excel.

 

Click on the image to zoom in
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As you know, this site is ExcelHints.Com, and as such this post is “an Excel Hint”; not the fully informative blog post. To read the full post please visit our sister site, ExcelConsultant.Net

 

We have more time savers and money saving Excel hints on the way. One of those will be one of the most useful Microsoft Excel Tips & Tricks poster that you can place next to your computer at work.

How will that help you? Well, why type the long-date into cell after cell when you can simply hit two keys on your keyboard? Why manually repeat keystrokes in Excel when you can use the time saving F4? How to use the mouse less.

 

If your business, government agency or educational institution is ready to become more productive using Microsoft Excel, but lacks the internal talent, give us a call. We can customize the template to work exactly as you need it to, including adding macros/vba for integration and automation, Contact us today to find out more and schedule an appointment!

 

If your organization needs to integrate and automate one or more of your Microsoft applications, but lacks the skill to do so, we are here to assist you. Please contact us so that we may discuss how we may integration and automation with Microsoft's VBA

 
 
 

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Sep 22 2017

Constructing Custom CRMs with Microsoft VBA

Constructing Custom CRMs with Microsoft Excel VBA

 

This Excel hint gives you a glimpse of developing a custom CRM using Microsoft Excel, and Excel VBA. The full post, not a hint, covers using many of the Microsoft desktop productivity tools, listed below, to build custom CRMs. All of those include VBA. To read the full post, click here.

 

The Microsoft applications below can be used to build a CRM application:

 

  1. Access (Our first choice)
  2. Excel (Our second preference)
  3. SQL Server
  4. Power BI
  5. Dynamics

 

You can build a custom CRM in Microsoft Excel in your own.

If you know how to build a model in Excel, and if you know how to write VBA, you don’t need to buy an expensive off the shelf CRM, rather, build your own. Sure, it is a of of work, but what does that have to do with it.

A side product of building your won CRM in Microsoft Excel is this, you will actually imporove your Excel modeling skills along the way.

If you want to get free help with your Excel vba questions we are here to help. Visit our sister site, VBAExpress.Com, and go to the Excel help forum, and we will ask the questions you post, to help you to make your custom CRM a success.

 
 

What is a CRM?

 

Wikipedia says, “One important aspect of the Customer relationship management, processes implemented to manage a company’s interactions with customers and prospects approach is the systems of CRM that compile data from a range of different communication channels, including a company’s website, telephone, email, live chat, marketing materials, and more recently, social media.[2] Through the CRM approach and the systems used to facilitate it, businesses learn more about their target audiences and how to best cater to their needs. However, adopting the CRM approach may also occasionally lead to favoritism within an audience of consumers, resulting in dissatisfaction among customers and defeating the purpose of CRM.”

 
 

If you would like a free Excel CRM, please read below.

 

Free Excel CRM Template – Analyze Your Business Relationship

If you’re a business owner or manager facing difficulties managing your company’s relationships and interactions with your potential and current customers, then you should consider using an Excel template for customer relationship management. With this type of Excel template, you can efficiently gather customer data from various sources, both within and outside your business, to measure the effectiveness of your customer communication with the aim of improving your marketing and sales performance, says Excel Quant, Excel Quant – Make your business easy with excel.

 
 

If you would like to read the full post, please click here.

 
 

Could Your Company Benefit from a Custom CRM?

Are you ready to be rid of repetitive data entry? Do you want to learn more about VBA macros? Are you interested in a custom CRM designed by our dedicated team? Contact Excel Consultant today! We offer a wide array of Microsoft consulting, programming, training and Power BI services.

 

 

 

 

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Sep 15 2017

Excel Hint – Benefits of Integration and Automation with Microsoft’s VBA

Excel Hint – What Are The Benefits Benefits of Integration and Automation with Microsoft’s VBA

 

Excel Hint - What Are The Benefits of Integration and Automation with Microsoft's VBA

 

Chances are, if you are reading this post, you are passionate about Microsoft Excel. But with that said, are you passionate about or even aware of Microsoft Excel VBA? I ask that because there are so many Excel enthusiasts that have no idea how to write VBA, nor do they know how to benefits from the integration and automation with Microsoft’s VBA.

 

Take your Microsoft applications to the next level with the integration and automation with Microsoft’s VBA.

 

The purpose of this Excel hint is to make you more aware of Microsoft VBA (Visual Basic for Applications, often referred to as Macros), even if you are not currently interested in learning it. It is important to understand that all of the Microsoft Office applications support VBA, and that you can integrate and automate one or more of the desktop productivity applications via VBA. Take that one step further, Microsoft Excel VBA can manipulate all of the Microsoft applications, having the code in just one file, versus each of the files.

 

Why would you care? Simple, if you want to get the most our of your applications by letting them do most of the work, then VBA/Macros are required, period. When I say have your files do the work what I mean is this, VBA will manipulate all of your files, their data, their update processes, etc. You can basically build a simple push-button user-interface powered by VBA.

 

5 Examples of Taking Your Microsoft Applications to the Next Level, with the use Microsoft VBA:

  1. Integrate Microsoft Excel, Microsoft Access, and Microsoft PowerPoint into a point and click application
  2. Automate Microsoft Excel via a custom user interface
  3. Use Excel as a tool to distribute monthly reports via Outlook and your company network
  4. Use Excel VBA to run the monthly updates in both the Window’s and Mac versions
  5. Automate an Excel front-end with a SQL Server back-end

 

These are just a few of the reasons to consider the benefits of integration and automation with Microsoft’s VBA. We could go on-and-on this subject, but this is supposed to be an Excel hint, so to see the full post, please visit our Excel Consultant website.

 

Is Your Organization Ready to Leverage The Power of VBA, To Integrate and Automate Your Microsoft Applications? Excel Consultant can help with VBA macros. Contact us today to find out more and schedule an appointment!

 

If your organization needs to integrate and automate one or more of your Microsoft applications, but lacks the skill to do so, we are here to assist you. Please contact us so that we may discuss how we may integration and automation with Microsoft's VBA

 
 
 

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