{"id":1995,"date":"2016-12-12T13:35:43","date_gmt":"2016-12-12T21:35:43","guid":{"rendered":"https:\/\/itgroove.net\/oh365eh\/?p=1995"},"modified":"2023-02-24T20:34:36","modified_gmt":"2023-02-24T20:34:36","slug":"why-im-using-an-excel-2016-spreadsheet-to-manage-data","status":"publish","type":"post","link":"https:\/\/regroove.ca\/oh365eh\/2016\/12\/12\/why-im-using-an-excel-2016-spreadsheet-to-manage-data\/","title":{"rendered":"Why I’m Using an Excel 2016 Spreadsheet to Manage Data"},"content":{"rendered":"

As I have only blogged about Excel seven times since I created this blog in 2013, I felt the need to give you some context around why I am using it more. Also, I’m going to be using the same spreadsheet in my screenshots, and some of you savvy readers may, be shaking your head wondering why I’ve reverted back to using an Excel spreadsheet to manage my data. Let me explain:<\/p>\n

\"Microsoft<\/a><\/p>\n

I’ve been using a spreadsheet in Excel 2016 to keep track of some corporate information. I’m sure this may cause some readers to wonder if I’ve lost my mind, as a Microsoft SharePoint list or Microsoft Dynamics CRM would be two obvious locations to store this type of information.<\/p>\n

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  1. First (and most important), this spreadsheet is a temporary data repository that is being used as part of a planning exercise for something greater and more awesome.<\/li>\n
  2. Second, I’m using Excel as an opportunity to learn and strengthen my skillset. (I am not ashamed to admit that Excel is my weak point when it comes to my overall my Microsoft Office suite competency.)<\/em><\/li>\n
  3. Third, I’m the only one updating the file so there’s no need for co-authoring or other SharePoint benefits.<\/li>\n
  4. Fourth, the Excel file lives in a SharePoint library so I get to keep enjoying the benefits of check out\/in and version history.<\/li>\n<\/ol>\n

    The data in the spreadsheet is an export from a SharePoint list that was used to manage information about our active and inactive clients. I had configured the list from its original intent to also track information related to sales, marketing, and customer experience. Some examples include:<\/p>\n