8 Excel Tips that UK Data Entry Companies Use for Projects

Oct 2
08:08

2017

James Mark Church

James Mark Church

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The stalwarts of excel use some really interactive features to amplify their data entry work or projects. By using auto sum, format painter, freeze pane, split window, hide/unhide cells, PDF conversion, changing tab colour and hyperlinking, you can get the data entry projects done in a short fragment of time.

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Do you find dealing with Excel really scary?

It’s indeed not. You may not be an expert but after going through this article,8 Excel Tips that UK Data Entry Companies Use for Projects Articles I’m dead sure that you would be capable of imitating the tips like a stalwart.

Let’s begin with all these functions step by step:

Outsource Data Entry to UK

1. Auto Sum in a Click:

Basically, I work on word. But sometimes, I require some artistic skills for creating a report in Excel. So, I learnt this trick. Believe me, it’s won’t let you wait 2 or 3 minutes while putting down the formula in the cell and then, drag the mouse to copy the cell address.

How to auto sum in a click in Excel:   

  • Select the fields where you have put the data, like this:

Class

Students in Each Class

A

45

B

43

C

56

D

24

Total

 

 

  • Move the mouse to the AutoSum  in the tool bar of Home Menu.
  • As you click, the sum would reflect just below the last cell.

This is how you can add multiple values in a click.

2. Hyperlink:

Hyperlinking is the shortcut to take a leap to the destination file. Thanks to the versatility of the Excel! You have a simple option to set up a link between database & sheet or source file & button, or, source database & text.

You can easily spot the hyperlinked element on the screen. Just hover the mouse over that element. Its changed colour and underlining would denote that it’s hyperlinked with the source file/database.

How to hyperlink in Excel:

  • Go to the text or tab or element which you want to hyperlink & select.
  • Move to the insert menu.
  • Click on hyperlink icon.
  • A window will pop up.
  • You can select the source file or data from these options:
  1. Existing file or Web Page (to choose from the same file that is open.)
  2. Place in this document (to attach the source file with the selected tab/text/file/sheet)
  3. Create new document (to link the selected data/tab/text with the new document)
  4. Email Address (to attach to an email address)
  • By following all these steps, you would set up the connection or hyperlink.
  • Click on ‘Ok’ tab.

Finally, you would accomplish hyperlinking successfully.

3. Change the tab colour

Many outsourcing data entry organisations in UK tussle with the bulky data. They have to acquire proactive approach to determine and streamline the gigantic data systematically. What if they connect the wrong sheet via hyperlink? It would spill the beans over your hard work.

You have the solution to combat it without hassle. The disaster may occur due to failure in recognizing the correct file. What you need to do is to change the colour of the sheet’s tab. This is how you can deem it easily.

How to change the colour of the sheet tab in Excel:

  • Move the mouse to the sheet with which you want to experiment.
  • Right click.
  • Choose the option Tab Color.
  • The colour palette will open.
  • Select the colour that you want to apply on the tab.
  • With the click, the change would reflect.

Finally, it would be a walkover for you to recognize & connect the correct datasheet.

4. Convert Excel file/data into PDF

This is the era of encryption. To cover the sensitive data from the prying eyes, it’s mandatory to take precautionary measures. This is where PDF can help you out. You can seize it under the strong password. It’s compressible. This feature makes such files indeed portable. Be it the operating system of Windows or Mac, it’s compatible with all platforms.

And its coolest feature is that the formatting stays the same. Whether or not you send it, the hyperlinks and other formatting would reflect as it was made to the recipient.

How can you convert Excel file/data into PDF file:

  • Go to the file menu.
  • Choose ‘Save as’.
  • If you’re working on Windows 7, it would ask give you an option to convert into PDF. But if it’s not available, select ‘save as’.
  • Choose the location in the system where you want to keep it saved.
  • Alter the extension as a PDF.
  • The operating system will automatically publish the chosen file as a PDF.
  • Subsequently, you can watch its PDF version popping up on the screen.

5. Hide the Unusable cells:

Generally, an excel sheet consists of 1, 048, 576 rows and 16,384 columns. In the nutshell, it provides more than enough space to store bulky data. Often, we don’t use all cells of the sheet. So, we can streamline the format of that. By hiding the unusable cells, we can create an impactful, clean & attentive structure.

How can we hide the unusable cells:

  • Select the column adjacent to the database. Use mouse or press Ctrl+ Shift+ left arrow key/down arrow key.
  • This action will select the empty cells.
  • Right click anywhere in the selected area.
  • Choose the ‘Hide’ option from the dropdown menu.

This action would hide the unusable cells. And you would get the clean structure of the database.

6. Format Painter

How do you copy the font colour or background colour? Do you select the data and then search for the same font, colour or background colour? However, it’s the correct way yet there is another smart way. You need not memorize the font name and then search. An amazing tool called format painter can do it in just a click for you.

How can you copy the formatting to the data in a click:

  • Select the data of whose formatting you want to copy.
  • Then, click over the brush icon just below cut & copy option.
  • Now, click over the cell that you want to transform.

This is how the formatting would be copied to the other cells or data.

7. Split Window

As mentioned above, the size of an excel sheet is quite long. Sometimes, scrolling horizontally seems distractive. You can come out of this problem by splitting the current spreadsheet. The split window will resolve the matter of distraction. It may encounter due to scrolling on & on horizontally.

How can you split the window of the excel sheet:

  • Go to the spreadsheet.
  • The end point of the horizontal & the starting point of the vertical scroll bar show a splitter. The arrows point at that splitter.
  • Drag the splitter to the point of the excel sheet where you want the division.

The scroll bar will also segregate into two sections. Thereby, you can scroll up, down, left or right accordingly.

8. Freeze the rows or columns:

The filter feature makes your table more interactive. It lets you customize the view of the database. But sometimes, you want to stabilize a few cells. With filter, it’s not possible. So, you can go for another interactive option for making it more communicative. It is a freeze pane option.

How can you use freeze pane option in a table:

  • Select the row/column or cell.
  • Go to the View menu.
  • Select Freeze pane.

Thereafter, you can stabilize the view of the cells even though the filter is applied there.