Useful spreadsheet tips

November 3, 2015

Useful spreadsheet tips for a personal assistant

Spreadsheets work well in both management and analytical functions, from organizing schedules to staying on top of inventory. Understanding and using more advanced spreadsheet functions can help streamline tasks, increase productivity and assist in making the most efficient use of time.

Useful spreadsheet tips

Gantt chart add-on

Spreadsheets are useful for organizing a significant amount of data, but lack certain aspects of good visual representation. If your boss prefers getting his information in a form he can quickly digest, look into Gantt chart add-ons for your spreadsheet software. Gantt charts are particularly useful for task scheduling and resource allocation, as it reveals whether there is a significant overlap between tasks and schedules. Other add-ons provide functionality to spreadsheets beyond the basic features, expanding your ability to use this software.

Multi-platform spreadsheet options

Want to keep your spreadsheets with you no matter where you go? If you frequently travel for business, it is best to use spreadsheets that sync across multiple platforms. One example of a multi-platform spreadsheet that syncs is Google Sheets. This application is available on desktop and mobile platforms for flexibility and mobility. These apps are generally cloud based, so any device that has access to a web browser can see and access the spreadsheets.

Lock-down formulas

Formulas are an essential part of making spreadsheets work for you, and it's important to have features that prevent any chance of your work getting deleted. When creating formula-heavy spreadsheets, having the ability to lock down formulas is crucial in ensuring the spreadsheet will continue to produce data the way it was originally designed while preserving the integrity of the document.

Freeze pane

Is your boss having an issue figuring out how to parse useful data from the spreadsheet you provide due to the size? You should limit the overall viewing range of the spreadsheet to the most relevant data, instead of allowing all data to be viewed. Another useful viewing feature is freezing a particular pane. This allows you to lock specific fields in place so they will always be visible on the spreadsheet, instead of headers scrolling off the screen as they are viewed. This is a great feature to have that will assist when the document is for a presentation or business meeting.

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