Do you use Microsoft Excel for your document control work? If you spend a bit of time learning the functions below, you’ll be SO MUCH FASTER at making the changes you want.
Easy (10 minutes total to search/read/practice):
- Moving to the end of a column or row with CTRL-arrow
- CTRL-C and CTRL-V (and CTRL-ALT-V to paste without formatting)
- Highlight all (CTRL-A) and double click between column headers to auto-size all
A bit more involved (20 minutes total to lookup and learn)
- Remove duplicates
- vlookup
- Some other formulas: if, left/mid, search
Seems complicated, but really isn’t (hmm – 25 minutes?)
- Create a pivot table
So about 1 hour of learning. You will be shocked how many times you use them.
Note: It’s shocking how many executives can’t make a pivot table. You will impress. I guarantee it.
Good luck!
Note: In DocBoss you’ll probably touch Microsoft Excel when you:
- Get equipment list from somewhere, and get it ready to upload
- Download cards, add information, then re-upload them (like adding document numbers)
- Run a report, and fancy it up (or trim it down).
Looking for more thoughts on Microsoft Excel and document control?
Click here to read 4 quick tips for using Excel and SDIs.
Click here to learn about 6 signs that Excel is no longer suitable for your document control work.