Archive for Excel

Analyzing CRM Data

Last week, during my 3rd Act! Deep Dive, I talked about finding “gems” of data in your database and then taking actions on them.  It reminded me that I had written an article years ago about this topic. When I went and found it I realized it’s still relevant and I’ve resurrected for a blog post […]

Excel Tip! Changing columns and format over multiple sheets

I work with Excel so often that I forget that things I do all the time and take for granted may not be widely known or used.  Today is yet another example.  While working on a client spreadsheet I did something that made my client exclaim and stop me mid-stream to show him what I […]

Building a report in Excel and getting the error “Initialization failed”? Check your password.

I was building a report for a client in Excel using an OLEDB connection to the back end data base.  Pretty standard stuff, do it all the time.  From my favorite SQL Query editor tool all was well.  Snap the SQL Select statement into Excel and all I can get is “Initialization failed” and no […]

Fast Tip Friday: Refresh Data Connections in Excel on Open

We do a lot of spreadsheet reporting against a variety of data environments – for example ACT, Quickbooks, and other SQL vertical applications.  By default, Excel does not automatically refresh the data connections when you open the file.  You need to “turn on” this option.  Note, if the data being imported is a large amount, […]

Spring is a time to clean your data

Spring is in the air and it’s time for some spring cleaning.  How often do your scrub your contact lists? How often do you check for duplicates and merge them? If you are like most people, not often enough. That’s not surprising.  We all get caught up in our day to day work schedules so […]

Fast Tip Friday: Expanding Many-to-One Relations, or Turning Rows into Columns, or I want My Report to Look This Way

An Act! CRM data base contains lots of information and getting it out is frequently the problem you have.  So we tend to look at using different reporting tools, or Microsoft Excel, for the extracting or reporting task.  And the way the data is stored in Act! can sometimes make extracting the information the way […]

Excel Reporting – don’t ya just love it

This is another in one of my information ninja articles.  Information Ninja is what one of my customers calls me. I told him, no, it is my job to make him one.  He laughed and said he wasn’t quite sure that was the case. But indeed it is.  I know how to find data and […]

Friday Did You Know? Excel to ACT OLEDB failure

One of the cool things you can do with ACT! is pull in data into Excel for nice pivot charts and tables.  However, every once in a while Excel and ACT get a “divorce.”  By that I mean they stop talking to each other and you get an error when you attempt to connect to […]

Excel Trick I use often – convert text to dates

It’s been another week of intensive Excel projects and once again I used several tricks I’ve learned over the years.  It occurred to me that they would make a good short blog article.  Here is one of the techniques.  I’ll post another blog article soon with more ideas. Working with Dates. I am often helping […]

KPI’s – What do they mean to you?

In an interesting dialog last week, KPIs, or key performance indicators, were the topic but it occurred to me during the discussion that it meant different things to the participants on the call.  That inspried me to write this blog article. What do KPI’s mean? And what do they mean to you and your organization. […]

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