Spreadsheet Automation

We’ve spent some time recently putting together a spreadsheet for a client to review advance reservations for a local Dinner Train. It is intended to help management and marketing look down the road to fine-tune marketing and social media efforts.

The magic is the use of templates and macros – the spreadsheet is designed to quickly and easily import data obtained from an eCommerce platform (Shopify), and with the push of a button, to sort, filter, and copy the data so that the charts are automatically produced – in less than a minute, and by users who are not spreadsheet gurus.

Dinner Train Instructions

Step-by-step instructions embedded into the spreadsheet to ensure non-expert users and/or new users can work with the spreadsheet.

We set the spreadsheet and graphs up just once – and through macros, paste new data into the spreadsheet, so that the graphs are updated and ready for use without touching them at all.

DT Spring 10May16B

DT Spring 10May16C

DT Spring 10May16D

Just one of our many skills and services – if you have data that you’re having trouble making good use of, or are spending too much time on repetitive tasks to get your data into useful form, give us a shout. A few hours of work setting up an automated spreadsheet can yield huge savings down the road.