![]() Peltier explains, “Automation means it’s done the same way every time and it's done a lot faster. Jon Peltier is President and Owner of Peltier Technical Services, a company that provides commercial and custom solutions for Microsoft Excel that enhance information presentation, integrate with other applications in Microsoft's Office suite, and save valuable time through automation. Reduction in brain drain due to staff turnoverĪbility to get work done when someone is out of the office Integration with apps such as Microsoft Word and PowerPoint No programming knowledge required (if macros or add-ins are used) Standardized document formats and consistent results In addition to saving time and reducing the effort expended, there are advantages to automating tasks in Excel. Moving columns or rows into a certain orderĬreating and formatting a chart based on data in a worksheet Saving a worksheet in a particular format (like PDF) with a particular file name format (e.g., DailySalesReportxxxxxxxx, where the x’s are replaced with the current date) Some common uses for automation include the following:Īdding standard formatting cells, ranges, rows, columns, or worksheets Add-ins (sometimes referred to as plug-ins) can be created in Visual Basic, or in other programming languages. Macros are saved in VBA, and can be viewed and edited in the VBE.Īdd-ins: Third-party programs that can be downloaded and connected to Excel. Visual Basic (also knowns as Visual Basic for Applications or VBA) allows a user to to choose and modify pre-selected pieces of code via a graphical user interface, called Visual Basic Editor (VBE). Visual Basic: A programming language built into Microsoft Office products. They can be user-generated or received from other users or downloaded. ![]() ![]() Macros: A sequence of actions that have been recorded and can be reused. While there is some overlap, there are three main ways to automate tasks in Excel: More advanced versions of automation allow you to add custom logic, so that the automated process can take different steps based on the results of prior steps. Using Excel’s automation tools, you can accomplish a variety of steps - like importing CSV files, adding headers, moving columns, formatting text, and more - with a single click.Īdditionally, if you go on vacation, you could send a spreadsheet to a fellow employee who can do the same thing without having to reinvent the wheel. Getting started with the Smartsheet API.ENGAGE 2023 Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.
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