Faced with a long sales ledger with a month's worth of sales, it can be daunting to find a way to compile the data and get some meaningful feedback. In this month's spreadsheet tips we look at the SUMIF function which is used to add things together depend ...
How to identify Marketing Prospects from an Excel spreadsheet
Many people who approach Working Data for bespoke software ask for help with marketing data and processes. It is impossible to replicate the functions of such a system in a spreadsheet, but there are a few select elements which can be reproduced. In this ...
Simple Excel Markup and Margin Tool
A simple Excel tool to help you with Markup calculationsand Margin calculations. Want to get a handle on Pricing, Markup and Margin?Are you not sure which method to use for your pricing structures? How would they compare?Markup and Margin are often used ...
How to tidy mailout data
When you want to do a mailshot to your client list, it is important that you get the information right first time. Any improper formatting immediately makes your communication seem at worst suspect, and at least, amateurish. Often when you receive client ...
How to automatically get the website address from an email address
In this month's newsletter we cover the use of Text functions which are often used to analyse and tidy spreadsheet data. However, their most powerful application is in automating data entry, saving you hours if not days of time. If you have any requests o ...
How to do mailout salutations
In this third and final part of our three-part series helping you to tidy and prepare an e-mailing list we look at generating the salutation. If you would like to read along with the prepared Mailing List Prepartion Spreadsheet Example just follow the in ...
How to remove trailing full stops from email addresses
It is important that we communicate effectively with potential and existing clients. One of the increasingly popular methods for doing this is through e-communications, such as blogs and newsletters. Our clients often ask for assistance in tidying e-maili ...
How to flag late invoice payments in an Excel Spreadsheet
A paid and unpaid formula in Excel shows you late invoice payments and will help you with the cash-flow which is crucial to all businesses. If you have an Excel spreadsheet of your invoices, wouldn't it be great to have a column which automatically showed ...
How to calculate cumulative discount
In this month's spreadsheet tip, we look at how to apply discounts cumulatively to your price list. This allows you to apply percentage reductions to different categories of customers across your whole product range, in an instant. Purchase Cumulative ...
How to calculate simple discount
We can set up a Discount Tool in Excel by using arithmetic functions. Follow the steps below to build your own discount spreadsheet, or if you'd prefer, take advantage of the time we've already spent preparing ours! Purchase the Simple Discount Spread ...