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
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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