Teamwork is an essential business skill, so when the time comes for you to give a joint presentation, write a collaborative report, or examine data with someone else, it quickly becomes apparent that you can't just use your own unique way of working. You'll need to set up and share your data so the meaning is still clear to anyone else who is using it.
Shared data is a part of working life: managers looking at a sickness leave spreadsheet, two accountants working on the same tax return, a school's budget altered by all the teaching staff: the list goes on. If one person in the loop mismanages, or worse, changes the data so the others get an incorrect or skewed interpretation of it, things can get very difficult (and at worst, unworkable).
The advent of the Data Protection Act means that we all have to be careful whom we're sharing our data with. That said, if you keep it simple, concise, and above all, clear, then it's easier for everyone to keep track of it.
Even if you're a basic Excel user rather than an intermediate or advanced one, it's best to sit down and examine if someone else could understand your approach. For example, are you putting reams and reams of data on one sheet in a workbook? If you think about it, a budget for a year could be split under months or quarters on different worksheets, which are tabbed at the bottom: and saves a lot of scrolling down to find the data you want.
Something a lot of Excel users are guilty of is overcomplicating charts. No doubt you're aware that Excel's ability to produce charts is quite excellent. It is also, however, quite confusing - you almost have TOO much choice! If you use multicoloured charts, chances are the shades will be indistinguishable on a normal greyscale photocopier. Also, think about your audience - a civil engineer might understand a log scale axis chart, but chances are most people would prefer a good old pie chart or columns. Oh, and try and avoid 3D charts in a business setting - they look good, but it makes the data hard to read.
Another thing to consider is when you are using formulas in a cell and not making it clear to anyone else. Something that reads "Grand Total" at the bottom is obviously a sum of other data on the worksheet. If you have an unlabelled cell with a formula in it, it won't be obvious how the data is being calculated and it might get deleted as the other user gets confused about why this is happening.
Thankfully, the more advanced Office is becoming, the easier it's getting to share information with other users. Excel 2007 has a few nifty features that make life easier when more than one person is working on your spreadsheet. Not everyone has the same version of Excel, but the "Compatibility Mode" will now show up if you're using 2007 and someone is using 2003, for example. The feature suppresses any new 2007 features that may corrupt or confuse the data on someone else's computer - and it's automatic, so you don't have to lift a finger! A feature called "Excel Services" might be available in your working environment, which makes Excel open like a browser, and limits the amount of information that other people can see and alter.
Ultimately though, it's good old common sense that will prevail when sharing information in Excel. Password protect any sensitive data, know who you're sharing it with, and make it easy for them. If they do the same for you, it makes everyone's working life easier - something everyone needs when data crunching!
You have permission to publish this article for free providing the "About the Author" box is included in its entirety.
Do not post/reprint this article in any site or publication that contains hate, violence, porn, warez, or supports illegal activity.
Do not use this article in violation of the US CAN-SPAM Act. If sent by email, this article must be delivered to opt-in subscribers only.
If you publish this article in a format that supports linking, please ensure that all URLs and email addresses are active links, without the rel='nofollow' tag.
Software Training London Ltd. owns this article. Please respect the author's copyright and above publication guidelines.
If you do not agree to these terms, please do not use this article.
Maitland Talent And Learning Manager Sonia Pimm Excel Charting
Fab lunch!
Very good directions! Love the different angles and photographs (very helpful for someone like me!)
Suggestions of other courses by the trainer very helpful.
Emailing the exercises home great idea!
Being able to see other versions on the course to prepare for future upgrades is great too!
NBC Universal Box Office Analyst Anil Kumar Excel Forecasting and Data Analysis
You are doing things excellently so far. My only comment would be if possible to just rename metrics in your worksheets/case studies relative to the company. For example if we were using film titles in stead of shop products, as a film company, I think we would find it easier to grasp certain things and then how to apply it to our work outside of the case study files.
Monex Europe Limited Senior Operations Manager Brendan Maher Office 365 End User
Caroline is an asset to this course. Really enthuasiastic and engageing.