Custom view or macros

Resolved · Urgent Priority · Version 2010

Thu 31 May 2018, 06:09 Delegate Natalia said...

Natalia has attended:
Excel Intermediate course

Custom view or macros

Hello,
I need to create a master action Log consolidating action logs (all in different formats) from different meetings. I have created a new consolidated version where I can have filters by "source" (which meeting the action is coming from) for example. I an not sure this is the optimum template and would like to standardize or create perhaps macros to set up email reminders to action owners or for example sent a weekly report to the action owners of their open items. Could you please help me with ideas to improve this manual process? many thanks. Natalia

Thu 31 May 2018, 08:44 Trainer Jens said...

RE: custom view or macros

Hi Natalia,

Thank you for the forum question.

Excel is a very powerful tool and can be highly automated. Macros can handle repeating tasks and VBA coding can automate almost everything.

It is difficult for me to say, which solution is the best for you. I would myself VBA code the task. Then Excel can consolidate the different sources and automatically send out the reminders and the weekly reports.

But this solution takes a high level of VBA knowledge.

Conditional formatting can be used to highlight action owners, who need to be reminded.

Excel is powerful and we have a lot of options. I cannot based on the question tell you what is best for you. It is a question of your Excel knowledge. If you have VBA knowledge, I would use VBA.

Kind regards

Jens Bonde
Microsoft Office Specialist Trainer

Tel: 0207 987 3777
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Thu 7 Jun 2018: Automatically marked as resolved.

Excel tip:

Using the Quick Access Toolbar in Excel2010

The Quick Access Toolbar is included in virtually every Office product, including Outlook 2010, Word 2010, Excel 2010, and PowerPoint 2010.

You will find the Quick Access Toolbar in the top-left side of the window. To begin, click the Customize button (it's the little black arrow at the end of the toolbar).

Simply click the commands you want to include.

Virtually any command can be added to the Quick Access Toolbar. Click the More Commands option and a new window will open from where you can browse the commands including those not on the ribbon.

View all Excel hints and tips

Custom view or macros

Custom view or macros

RE: custom view or macros

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Excel tip:

Using the Quick Access Toolbar in Excel2010