Excel Consulting

If your business uses Microsoft Excel, you’re wielding one of the most powerful tools for tracking, visualizing and reporting on efficiency, budget, and performance data.

With Excel consulting, we help your team execute advanced functions to:

  • Visualize key performance indicators
  • Filter and sort data to see trends
  • Create executive-level dashboard reporting
  • Summarize, track and manage data

Excel is a flexible tool with a multitude of uses. Our consulting services are tailored to best serve you and your team’s specific needs.

No matter how large or small a role Excel plays in your day-to- day operations, professional consulting will accelerate your use of this powerful business tool.

Let our Excel consulting take your skill set and efficiency to the next level.

What Is Microsoft Excel?

What is Excel? Microsoft Excel is spreadsheet software used to store, organize and visualize data.

Excel can accommodate business or personal needs including:

  • Filtering and sorting data to identify trends
  • Measuring growth or decline of key performance indicators (KPIs)
  • Planning and keeping budgets
  • Financial modeling
  • Summarizing and tracking data
  • Visualizing data in graphs, charts and tables

Excel is capable of calculating, analyzing, and storing any and all company data including but not limited to:

  • Sales and revenue
  • Commision
  • Sales tax
  • Deductions
  • Timesheets
  • Budgets
  • And any manner of KPIs

Excel can turn complex data into manageable and organized sets of data with compelling visualizations that allow for decision making and communication.

How Can an Excel Consultant Help Me?

Excel consulting can help you get the most out of your Excel software and projects.

Learning basic Excel functions does not pose significant challenges, but learning more complex functions can turn into a huge time drain and a frustrating headache.

While user manuals are helpful, personalized and professional consulting encourages working smarter, not harder, while increasing productivity.

Having readily available assistance to efficiently assist in getting from point A to B offers great relief and time savings.

Consultations are tailored to suit the needs of your team first, making you more comfortable with the Excel functions in order to help you tap into the most sophisticated features of the software.

Benefits of Excel consulting include:

  • Encouraging more intuitive and team-friendly uses
  • Customized training for your business needs
  • Custom formatting
  • Database solutions
  • Scenario analysis
  • Education in navigating Excel automations
  • No more wasted hours
  • Custom training

Expert Development

Excel is equipped with complex calculation and formula capabilities.

The creation of Excel applications using advanced functions — pivot tables, vlookup, macros and VBA programming — can provide businesses with the most powerful solutions possible.

Expert development unlocks some of Excels most powerful capabilities. If there is the need for more complex application or automation development, expert development may be the solution for you.

Advanced Excel use includes:

  • Interactive and dynamic charts
  • Excel macro development for automation
  • VBA programming
  • Excel functions and templates
  • Pivot tables and reporting
  • Vlookup formulas
  • Database integration
  • Data mining

Understanding where to start can sometimes be half the challenge.

Hiring a consultant can help get you on the right track and help create a plan best suited for your company.

Let us create a custom plan tailored to improve your efficiencies and data analysis with Excel.