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$Remove table in \excel for mac\$

$remove table in \excel for mac\$

#REMOVE TABLE IN EXCEL FOR MAC UPDATE#

(For those of you thinking “That’s not a very big list,” the list is incomplete – it only contains data from the date we started using that specific SharePoint list). I now have ONE spreadsheet with 30 columns and 309 rows (which is growing daily as I continue to add more data) that manages a list of active and inactive clients. The best part is, Darren or I can go in the Master file to update the information, then create a copy as a separate file to slice and dice the data to get what we need to do a mail merge, then toss that copy when we’re done without the need to store duplicates.

$remove table in \excel for mac\$

That’s why I created a Master Client List in Excel (stored in a SharePoint library) that keeps track of all Client information that is not related to Billing or Time Entries.

Part of the decision-making process would involve my input on what type of data I needed to do my job.

At the end of the day, the Dev Team would be happiest with a file containing clean data that could be imported into our system of choice when that decision was made by Leadership Team.

I needed to have access to an active, accurate record of this information, in the meantime. (If you want to know why, take a gander at this: “Why I’m Using an Excel 2016 Spreadsheet to Manage Data“).

$remove table in \excel for mac\$

Now was not the time to reinvent the wheel or build something new in SharePoint.

Which is not a huge deal, until you start adding up the time to update all of these when a new client started working with us, and time others spend searching for where I stored these lists.) (At that point in time, we had a workbook to track Christmas Cards, another workbook to track Event invitations, a OneNote table to track invitees to our Office 365 Lunch and Learns, another table to track New Client Suite Night invites, etc. My immediate thought was: “If we had ONE list to rule them all, that tracked ALL the information in one spot, I’d only have to keep one location up to date.” And, if a new client did not receive a card because of a data entry error, I’d feel like Ebenezer Scrooge. Even with some of the tools available in Excel to assist with this task, at the end of the day I don’t trust robots to do a human’s job. Alas, I had not, and now I faced merging data. If I had added the column in the SharePoint list, I’d be able to export a fresh list with two mouse clicks. I struggle to recall why I decided to store data in a separate Excel spreadsheet. I had produced a quick result, that made more work for my future self. (Aren’t I a gem?) To be clear, this reaction was NOT directed at Darren’s request, but at myself for not working smart, and being inefficient.

#REMOVE TABLE IN EXCEL FOR MAC UPDATE#

When I realized the amount of work that would need to be done to update and validate the data to make sure it was clean, free of duplicates, and not missing anyone, this was my immediate reaction:

$remove table in \excel for mac\$

Client Address (ok, this was more like 6 columns, but I want this blog to be #KISS)Īfter exporting the information, I saved the file to our Marketing SharePoint library and added a column in the Excel worksheet for “Receive Card?” with three choices: “Yes, No, To Be Determined.”.The original worksheet was created using a simple Export to Excel from a SharePoint list with three columns visible: The idea was we could reuse the 2015 list for our 2016 mail-out, after adding the 30+ new clients we started working with this year. Our General Manager, Darren, asked me to track down the Excel workbook we used last year to determine which clients receive Christmas Cards and then create a mail merge to print labels with their addresses to use on the card envelopes. Here’s some back story to give it context: When using Excel today, I hit a roadblock and found a solution that I want to share.

$Remove table in \excel for mac\$