Excel Tables 12 – Standard Operating Procedure

Finally, here is a proven set of best practices to make your Excel usage simpler, faster and more accurate.

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Applied Knowledge

We have learnt many things about how Excel Tables can make our life easier and more accurate. But just having the knowledge is not enough. We have to  apply it to our day-to-day ensure that the knowledge is actually giving us better results.

Many of your colleagues will not know about tables. Of course, you will try to teach them. But it is not possible to teach everyone.

Therefore, let us simplify it for them. Let us have a simple mechanism which can be followed by everyone – even if they don’t know all these benefits of Tables.

That is how you standardize useful and beneficial behavior. Of course, if someone resists using it, you can point them to these articles or teach the benefits yourself.

Handling Existing Excel Files

Step 1: Open the file

Step 2: Perform an error check and handle all Formula errors

Step 3: Find tabular raw data and convert it to a table

Step 4: Do your work

Handing NEW Excel files

Step 1: Create a file

Step 2: Add or get data – tabular data

Step 3: Create Table

Step 4: Do your work

Exceptions

If your Excel data is not tabular, this methodology cannot be used. But even in these cases, handle all green marks (errors) to ensure accuracy of formula results.

Summary

Excel Tables are extremely powerful and useful. Start using them as a base of raw data and you will realize how simple your life becomes while working with Excel. Even with large data sets and large number of sheets, Tables simplify your life and increase accuracy.

Share this knowledge pack with everyone. Spread the word.

Let there be an Efficiency Epidemic

This article is a part of the series: Knowledge Pack – Excel Tables