Use more advanced formulas to reduce the number of columns or rows. For example, instead of referencing separate cells, try embedding VLOOKUPs within other formulas.

It might sound daunting, but the goal is to make your tasks easier so invest in developing this new process and it will save you time in the long run. Set up your data logically and use lookups and SUMIFs to minimize repetitive calculations. Always double-check your work and your assumptions, but don’t be afraid to experiment!

People in your business may know how, or have seen something that could be useful previously, an effective or well-received graph or chat that displays data in a different way. Often overlooked is what has been produced before.

Learning from past successes and failures can help you present data in a clear, understandable way that will ensure you are getting the message across to the stakeholders in a way that is clear, easy to understand, and appropriate. Charts and graphs can be useful, but sometimes stakeholders just want a table.

For simple tasks and quick wins, Google and AI tools are your friends. There’s a wealth of knowledge at your fingertips. If you can imagine it, ask, “How can I…?” and see what solutions you find.

For bigger ticket tasks such as (but not limited to) revamping your data strategy, consider bringing in a Data Analyst or Data Solutions Consultant to help guide you toward improvements. Just like you wouldn’t take your car to a dentist, let data enthusiasts handle your data needs. Whether leveraging the in-house skills within, hiring an Analyst for full-time data support, or getting an objective and fresh strategic support from an external board advisor, consultant or project lead, make the most of the options available to transform your data into something useful that can drive the business forward. Ahem… Have you heard of INFOSMITH? Check out our Services page! 🤝😊

Connect your spreadsheets to databases like SQL servers and use dashboard visualization tools like  Tableau or Power Bi. This allows real-time updates to your data in one place, filtering through to subsequent reports, cutting down on tasks repetition and allowing for a single source of truth.

Also, many companies have started to realise how powerful collaborative tools like Teams are to enhance this process, enabling live information sharing. Lastly, do you need quicker processing power? Think about investing in Database architecture. Do you need more interactive dashboards? Think about separate sheets for data presentation or use dashboard tools.

Our advice is always to make a copy of the sheet you want to revamp, then have a play around with this copy until you find something you want to implement in your ‘real’ or ‘final’ version.

By implementing these strategies, you’ll unlock the full potential of your spreadsheets, making them powerful tools that drive your business forward.

If you’d like to learn more on this, please see the dedicated post “9/9: Innovation”

Would you like to talk to us about ways to improve the functionality of your spreadsheets? We’d like to have a chat! Feel free to contact us for a free consultation.