Prideema's Pro-Tip

I intend to generate revenue results with two separate records, one with a customer transaction and another with a product list How I do: I create a new table that has all customers name. Search for the customer name in each report and add corresponding value like transaction made by that customer and which product customer has purchased. How can I do it better : You can use the VLOOKUP formula throughout the table to find transaction amount and product of each customer. This will not only reduce your manual search work but will also highlight Customers who have done transaction but do not have any product details. Click one of the following options according to your software preferences: Microsoft Excel/ Google Spreadsheet Power BI About When finding items in a table or in a range by row, use VLOOKUP . For instance, check the price of a product in your sales report or find an customer's name based on email ID. ...

I have each customer's data and sales reports in my excel sheet.But, I am unable to summarize data by Customer's name. How I do: I apply filters to each column, and I filter data according to each customer. I manually sum sales amount of each customer and enter it in a new sheet. What is Pivot Table? A pivot table is a table of statistics that summarizes the data of a more extensive table. This summary might include sums, averages, or other statistics, which the pivot table groups together in a meaningful way. Pivot tables are a technique in data processing. The Pivot Table consist of the following fields and areas. Choose Fields to add to report List of Columns The fields that can be used as "Column Labels" Drag Fields between areas Rows When you select or drag a field to Row , the distinct raw data associated with th...

I have to collect and save customer's reports I receive every day through Outlook mail. How I do: As soon as I receive email with report attached, I need to save it in my Onedrive folder. How can I do it better : If you want to automate this routine work so that you don't have to worry of saving reports you receive during weekends, you can create a flow that automatically saves your report to Onedrive folder when you receive a particular email with an attachment Microsoft Flow ABOUT: Microsoft Flow is cloud-based software now known as Power Automate. It allows employees to create and efficiently automate workflows and tasks for various applications and services without the help of developers. Automated workflows are called workflows. Microsoft Flow Pro Tip: You can create a Microsoft Flow that can automatically save attachments received in your Outlook Mail. STEP 1 : Login to your Microsoft Flow account, click Save email attachments from Outlook.co...