What We Do

Excel Expert Help & Services

If it involves Excel we have probably done it before, and we can do it for you

Vast Array Of Excel Services

We offer a vast array of Excel expert help services that we have performed for clients from small businesses to Fortune 500 companies, and we have created hundreds of Excel based solutions. If you have a need and think that it can be solved in Excel, we can help. If you have a need and aren’t sure if it can be solved in Excel, then just ask. Visit our Contact Us
page and tell us what your need is and we’ll let you know if Excel is the solution and how we can help

List of Services

Below is a list of some of the many Excel consultant and Excel programmer services that we provide. Again, if you aren’t sure if we can help you, just ask. There is no obligation.

Excel Expert Help

Design & Build

We have built everything from simple spreadsheets that manage a group’s vacation time to extremely large, complex financial models, and everything in between. We are experts at figuring out exactly what tools to use in Excel, including formulas, functions, charts, PivotTables, data tables, analysis tools, data importing and exporting, and Excel VBA. And every solution we deliver is built to be easy to maintain and modify in the future. From our years of Excel consulting and Excel programming experience, we know what questions to ask to ensure that our solutions meet your needs today, yet remain flexible enough to meet your possible future needs with minimum additional work.

Innovation

We have developed several innovative solutions for clients that extend the power of Excel and allow us to leverage these design elements for other clients. For example, we have developed a complex data entry form template that simplifies data entry, ensures data consistency and eliminates duplication. We have also developed a reporting platform that allows us to quickly produce well-formatted reports without the need for separate report writing tools. We believe that these innovations, and others, separate our Excel consulting practice from others.

Process Automation

We use a combination of spreadsheets formulas, features and functions, and we harness the power of the Excel VBA coding language to automate almost any manual task in Excel. If you have a spreadsheet that requires repeated manual steps or a spreadsheet in which you perform the same or similar steps several times then chances are that we can automate these steps to save you valuable time and effort.

Analysis, Feedback and Recommendation

Many spreadsheets could be improved, and many users could make needed improvements if they only knew where to focus and how to do it. This is “our teach a person to fish” service. We can quickly analyze a spreadsheet and identify: (1) how it can be improved, (2) what skills the creator may need to build better spreadsheets, and (3) recommend a course of action to modify the spreadsheet. We can then coach the user on how to make the changes and suggest techniques to improve the user’s Excel skills. Of course, we can also make the changes if the client prefers.

Data Management

Excel is great tool to manipulate large volumes of data, including performing data validation and clean-up. We use formulas and Excel VBA to quickly cycle through hundreds, thousands or millions of records and make whatever data changes are required. We build if-then logic into our solutions that intelligently determines the changes that are required. We can usually create solutions that can manipulate large volumes of data in a matter of seconds, while eliminating the risk of errors.

Dashboard Approach

We implement dashboards into most of our Excel solutions that allow the user to manage and launch the various features of each spreadsheet from a single sheet. By combining our design expertise with dashboards, we are able to build in flexibility that reduces the amount or rework that is required when the client needs simple changes. Our years of Excel consulting experience has taught us how to build easy-to-use dashboards that empower the user and reduce training time.

Bullet Proofing

Many spreadsheet are designed to be used by a team of users who make structural changes to each spreadsheet to meet their needs, for example, by adding rows or columns. Unless done correctly, these structural changes can introduce errors to formulas and other functionality. We use protection features, forms, formulas and Excel VBA to manage structural changes and eliminate the risk of error. By eliminating the chance or human error, many clients are able to continue to use Excel to meet business needs instead of converting to more expensive systems.

Video Training

The most effective training teaches students by showing them how to perform a task. And the best training shows how to perform a tasks the same way every time. We utilize screen capture software to create video files that show users how to perform any task in Excel. Here’s how it works. We perform a given task in Excel while explaining exactly what is being done. The screen visualization part of the screen capture software captures every task being performed in Excel while the audio part captures the voice explanation. Users can then view the video as many times as they want without the services of the trainer. Many Excel consulting companies provide training services but once the Excel consultant or Excel programmer is gone the benefits of training stop. Not with our video training services!

Data Mining and Analysis

Excel provides SQL tools that allow users to query, analyze and manipulate data in relational database systems, such as Microsoft Access and Microsoft SQL Server. Excel can then analyze and report on data in other systems, often much more quickly than in the systems where the data is stored. We use the SQL query language to perform all manner of data mining and analysis services.
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