Phoenix - Your AI AssistantExcel expert for Data/work flow improvement
- Posted:
- Proposals: 12
- Remote
- #1309714
- Awarded
City of London 
Description
Experience Level: Intermediate
We are a small mental health agency. We use excel sheets to track upcoming paperwork and due dates. Most of these are calculated off basic excel formulas as they are set days. For example, due 30 days after admission, 90 days, 120, etc.
I am trying to find the best solution to efficiently manage the data. Currently it is all in one spreadsheet which is overwhelming. I created sheets in which each sheet would reflect due dates for each program. I would like to have the info pre-populate into one main form. We are trying to find a way to have these 4 different excel sheets to populate into one master sheet. So if a document is due in September we can see all of this info in one place.
What would your suggestion be on managing this data efficiently?
I am trying to find the best solution to efficiently manage the data. Currently it is all in one spreadsheet which is overwhelming. I created sheets in which each sheet would reflect due dates for each program. I would like to have the info pre-populate into one main form. We are trying to find a way to have these 4 different excel sheets to populate into one master sheet. So if a document is due in September we can see all of this info in one place.
What would your suggestion be on managing this data efficiently?
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Hi Amber, Could you please clarify if you'll like to replace the four Excel files with just one (one source of data), or do you want to extract the data from all the four files into a new one and still use the old four files? As this will be helpful in order to be able to put up a more accurate proposal. Thanks, Tom