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You may have data in Excel but are you using it to the full? This webinar will demonstrate how to create data models in Excel and then create data visualizations in PowerBI.
Excel dashboards turn data into decisions by organizing that data into manageable pieces of information. Find out more in this free webinar, presented by our own Christine Irons.
The Challenge: A need to integrate a centralized
work order management Access database with a quoting system
developed in Excel.
Key Metric: Tracking of several thousand client
requests per year for quotes (RFQ) developed within Excel by sales
personnel to be uploaded to a centralized database for work order
management and statistics measurements.
Key Innovation: Two-way integration between Access
and Excel. Sales personnel are able to create a quote workbook
within Access, develop a formalized quote for the client, followed
by an automated upload of the quote details to Access.
Benefits to Organization: All work orders are
tracked centrally, allowing for statistical analysis (sales per
period, sales by sales rep, etc.). Quote files are pre-populated
with client information. The Excel quote files are completed with
the client (detached from the central database), and the final
details are returned to the database at the push of a button.
The Challenge: To develop a centralized archive of
data to be imported from Excel. The data import must identify
possible missing or incorrect data. An export capability to produce
standardized Excel files containing user-specified ranges of data
(all records for a given region, all metrics for specific years,
etc.). The database must also allow for customization for future
data elements (new cities, countries, metrics, etc.)
Key Metric: Several hundred cities are assessed
annually based on certain measurable criteria. A centralized
database was required to maintain the data for reporting and
analysis covering several years of data.
Key Innovation: Two-way integration between Access
and Excel. Staff are able to collect and refine city metrics
information within Excel. The administrator is able to easily import
Excel files into the database, preceded by data error checking. The
administrator subsequently can choose a set of criteria to export
data back to Excel. The administrator is also able to develop a
library of queries to display and export adhoc inquiries.
Benefits to Organization: Multiple years of data
are immediately accessible for analysis. Both the import and export
Excel file formats are standardized, facilitating both the data
collection and additional reporting. New measurements can be added
to the database as required.
The Challenge: A government department used a
Word-based process to track various plans, acquire status updates
from various branches, compile statistics, and provide bi-annual
updates to committee members. All statistics were painstakingly
manually calculated from this Word document.
How We Helped: We created an Access database that
allowed the multi-layered data to be properly interconnected. The
Results: The required reports could be generated with a simple press
of a button! The team saved an immense amount of time and since the
reports were compiled using the source data, the data is more
accurate.
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