Spreadsheets

When Should You Automate a Spreadsheet?

Team planning at a whiteboard

Excel is not the enemy. The question is whether a person repeats the same twenty operations every day.

Spreadsheets are flexible and useful. Keep Excel for the work it is good at. The opportunity is when a person repeats the same twenty spreadsheet operations every day: remove columns, fix dates, copy a range, save as, import.

Signs it is time

The same steps every time. A predictable input file. A predictable output format. Errors that show up later. One person who knows the routine. If most of those apply, automate the repetitive work around the spreadsheet and keep the spreadsheet for analysis.

  • excel
  • spreadsheets
Keep reading

More from the blog

Glowing network lines over the Earth at night

Free 30-Minute Automation Review

Show us a repetitive computer process. We will map the steps, calculate the annual time involved using your figures, identify what could realistically be automated and explain what should remain under human control. Strong case: you get a scoped proposal. No case: we say so.

Book an Automation Review