Top Excel Tips For Data Analysts

Top Excel Tips For Data Analysts

It’s an obvious, well-known fact that data and business go hand in hand. You can’t manage one without affecting the other. And whether you’re analyzing a client’s data or using your company’s data to make executive decisions, your tools have to be able to handle the tasks you perform with that information.

For instance, if youre a data analyst, most of the time you go through these stages of data analysis:

  1. Data Cleaning: Transform and rearrange the data in a way suitable for data analysis
  2. Data Analysis: Perform the necessary calculations to extract useful information
  3. Data Visualization: Use graphs or other type of visualization technique to show your results

While these may be impossible to handle manually, they’re perfectly manageable with Microsoft Excel. The application is advanced yet user friendly enough for the average user.

However, the tricky part you probably struggle with is knowing how to access and apply the right functionalities to your data. Well, it’s time to stop the struggle.

In this post, I’ll show you some Excel tips you can use at each of the data analysis stages.  Click through to jump to a specific section or tip.

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9 Handy IFTTT Recipes To Automate Office 365 Tasks

When you have the Internet, your productivity can increase drastically. It all depends on how you use it.

If you constantly work on the Internet, then you probably already know all about IFTTT (If This Then That), the online service that automates your daily tasks by connecting popular web services that you use every day.

And IFTTT recently got Office 365 signed on as a service. Now a few of your favourite Office 365 apps are available as IFTTT channels: OneDrive, Mail, Calendar, and Contacts.

Knowing how often you use Office 365 yourself, you can imagine what kind of automated tasks are possible. In this blog post, you’ll learn how to start up your collection of Office 365 IFTTT recipes for some of the most simplest and common tasks you do on a daily basis.

Remember—if you don’t see a recipe that works for you, you can always create your own when you sign up to IFTTT.

Office 365 Contacts Reminder

Create A Calendar Reminder To Follow Up With Newly Added Contacts In A Week

Networking can be considered an art, which admittedly sometimes, requires help in not only remembering people, but proper networking etiquette, as well. Set a calendar reminder to follow up with new Office 365 contacts when you add them on.

Create A Task Card In Trello For Each Of  Your Meetings

Sometimes your schedule can be too hectic to remember the standard follow up tasks–esecially for meetings. Well, if you’re a Trello user, there’s a recipe that will allow you to create task cards reminding you to follow up with meeting notes.

Weather Office Calendar Reminder

Add A Calendar Reminder To Bring An Umbrella

Hate it when you get caught in the rain? If you aren’t in the habit of checking the weather forecast, this neat little recipe can  check in for you. It can give you an automatic Office 365 Calendar reminder to take your umbrella if rain is predicted for the day. Don’t ever get caught unprepared ever again!

Send Your Team A Note That Food Has Arrived

Who doesn’t love group lunches at the office? In workplaces where everyone is spread out among departments, you can save yourself a trip around the office and instantly inform your co-workers that their food has arrived. This “Do” Button Recipe isn’t your traditional “if this, then that recipe.” Instead of combining two actions, you use a single “Do” button on your phone to send an email to their inboxes.

Get A Notification When You Receive A High Priority Email

If you’re expecting an important email, you don’t have to sit around and wait for it. With this recipe, you can get iPhone notifications when you receive a high priority email in your Office 365 Mail inbox. This is a great way to free up your time and let IFTTT keep an eye out for you.

Save Gmail Attachments IFTTT

Archive Incoming Email Attachments To OneDrive

This recipe can help you save attachments you receive to your OneDrive account, allowing you to create an online database that makes it easy to store and find any important files you receive.

Download Liked Tracks From SoundCloud To OneDrive

Where would your productivity be without your music? If you’re a SoundCloud user, you can collect your favourite music and access it directly from your computer with this recipe that lets you download liked tracks on SoundCloud to OneDrive.

Save Your Instagram Photos To OneDrive

If you love taking pictures or are into photography, then you’re probably posting your shots to Instagram on a regular basis. With this recipe you can automatically save your Instagram photos to OneDrive and create an instant backup of all your photos.

Facebook Photos OneDrive IFTTT

Save the Facebook Photos You’re Tagged In To OneDrive

Can’t keep track of the Facebook photos you’re in? Just connect the Facebook and OneDrive channels to stay on top of it. This recipe lets you save any Facebook pictures that your friends tag you in. It’s a neat and easy way to start your own collection of photos with your friends.

There are a ton of other channel combinations you can use with Office 365. It’s just a matter of making the connections between the services you use on a daily basis.

Got your own suggestions? Help expand on this list by sharing some of your own recipes.

How To Work Faster With Your PDFs Using Able2Extract 9

How effectively do you convert PDF files? Are you spending more time on setting things up? Making formatting adjustments after conversion? Checking in for conversions to start and end?

Well, with this short guide, we’re putting our foot down on some of the most common PDF conversion time-wasters.

If you’ve got Able2Extract, you may already be familiar with a few of the features on this list. But if you haven’t given them much thought before, you’ll want to take a closer look now. Because when combined, they can eliminate a majority of the small tasks that add up and slow you down.

Specify Custom PDF To Excel Settings Only Once

Performing a custom PDF to Excel conversion is one of the most effective ways to get your spreadsheet data right. But it’s all too easy to get caught up in getting the rows and columns formatted just right. This is why Able2Extract offers Custom Excel Templates.

When you use this feature, you can easily save your column structure and use it to instantly convert other PDF tables that are formatted in the same way. You don’t have to reset your parameters or remember how you set your conversion up.

Custom Excel Template Option

Once you have a template saved, you can simply load it to perform the same conversion any time. So if you’re dealing with customer data or PDF invoices in standardized forms, this feature can do a lot of the leg work for you.

Quickly Open PDFs Without Clicking

When opening a PDF file, you probably waste more than 4 clicks to get it open and set up. Did you know that Able2Extract will let you open a file in less than half of that? Try a couple of these quick PDF-opening tricks:

  • Drag the PDF onto the Able2Extract shortcut on your desktop

This will open a new window of Able2Extract when you want to quickly start viewing a PDF in isolation, away from PDFs to be converted or edited.

Opening PDF With Shortcut

  • Drag PDF documents into the Able2Extract 9 interface

Doing this will open a PDF file within the application simply by dragging your PDF into the open application. No double clicking needed. Use this trick to work with a specific group of PDFs at the same time which aren’t located in the same folder.

Opening PDF By Dragging

Automatically Convert To Different Microsoft Office Versions

We know that not everyone uses the same version of Microsoft Office. At one point or another, you probably came across this compatibility issue with others. Ever have to re-convert a PDF or re-save the converted Office file?

Well, instead of re-working the already converted Word, Excel or PowerPoint data, Able2Extract will let you switch up the default format even before you start converting the PDF.

Usually, Able2Extract will convert your data to the Office version you have installed by default. But you can also set the Office output format to 2007 so you convert to the .docx format regardless of the Office version you have installed.

  1. Go to View> Conversion Options
  2. In the dialog, depending on the format you’re using you can,
  • Switch the PowerPoint default format from the General tab
  • Switch the Microsoft Word default format from the Word tab. You can choose between .RTF and Word 2007.
  • Switch the Microsoft Excel default format from the Excel tab. Select between .CSV and Excel 2007.

To make things even easier, you can save your conversion settings as a file. This way you can easily switch between different Office output settings as needed.

Convert To Different Worksheets With One Click

Excel conversions are hard to nail. Oftentimes, you may opt to simply extract everything into one worksheet and then spend a few minutes, post-conversion, moving data around into different worksheets.

If that’s the case, then you should take a look at the Excel Single Worksheet feature. With this functionality, Able2Extract converts selected data from your PDF into one single Excel worksheet.

Excel Single Worksheet Option

By default this is turned on. So if you want to break up your converted data and get each page into separate worksheets for more precise conversions, you can do so before you convert. Here’s how:

  1. Go to the View menu
  2. Click on Excel Single Worksheet to remove the checkmark next to it.

Microsoft Excel Multiple Worksheets

Or you can simply hit F5 to turn the feature off.

Automate And Perform Multiple PDF Conversions At Once

With Able2Extract’s batch conversion, you can get the most done with the least amount of effort. Of all the features in this list, the Batch Conversion option is the one that saves you the most time as it works on multiple PDFs at once. If you have a handful of straightforward conversions to the same format, use this feature.

Automating Batch PDF Conversion

The process is automated, so you don’t have to sit and supervise each process as Able2Extract goes down the list. Just set it up and Able2Extract will take care of the rest. You can quickly access the feature from the command toolbar or by hitting CTRL + V.

How To Sign PDF Documents With Google Docs & Offline

Sign PDF with Google Docs and PDF Editor Software

The business world is now a digital one. Professionals and users are looking to do and keep everything digital–even signing PDF documents. Users are turning to access a quick way to deal with e-signatures without having to print, sign, and re-scan contracts and forms.

There are a ton of services that can help you sign your documents, both online and offline.

In this tutorial, we show you how to sign your PDF documents offline using Able2Extract Professional PDF editor and online using Google Docs.

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How To Create Secure PDF Documents In Two Different Ways

Here at Investintech, we care about your document productivity and we know that working with multiple documents can be a dreadful uphill battle. Because digital documents and PDFs are an essential part of your day to day work, your document processing routine and PDF tools always need to be updated. They need to be flexible and powerful enough to keep up with you.

This is why we included the features we did in Able2Extract 9. Though you know the PDF tool as Able2Extract PDF Converter, it has gone above and beyond that in this latest version. It can do a whole lot more now—and more conveniently.

Case in point: PDF creation. You may have given the main feature a  quick try, but there’s more to this feature than meets the eye. It can get the job of creating secure PDFs done in more ways than one.

Let’s take a closer look.

Method 1: Create PDF Files With Able2Extract 9

PDF creation within Able2Extract is just as simple as converting a PDF document. So if you’ve ever converted a PDF file with Able2Extract, then you already have a good idea of how to create one.

In other words, you get a new feature with a familiar set up, eliminating any high learning curves that can waste a good chunk of your time. From the command toolbar:

1. Click on the create PDF icon.

Creating PDF Files2. Open your file.

Opening File In Able2Extract

3. Go into the PDF Creation Options… menu and add your PDF security options. Here you can choose a number of settings for your PDF content. Click on OK.

PDF Creation Security Options
4. Then click on Save to complete the process.

Saving PDF In Able2Extract

Method 2: Create Secure PDFs From Your Everyday Applications

That’s just one method. However, if, like me, you prefer to stay in the application you’re working in, Able2Extract still has you covered. With the virtual printer, you can turn any application into a PDF creator.

Just print up your document as usual with the Print functionality, but choose Able2Extract 9.0 Printer instead:

Able2Extract Virtual Print Driver

Yet because you don’t need to open Able2Extract to create PDFs, you may be thinking that you’ll miss out on all the PDF creation options built into this latest version. Not so. This is where the print dispatcher comes into play.

Adjust Settings With The Print Dispatcher

Accessing Able2Extract Print DispatcherYou may have seen this icon lurking around on your system tray after installing Able2Extract.

The Print Dispatcher allows you to control all of your out-of-Able2Extract  PDF creation options.

When combined with the virtual print driver, you can create the same secure PDF just as easily.

On opening the Print Dispatcher, you get everything you need to stay on top of the PDF creation process:

Print Dispatcher Interface

By clicking on the Options… button, you can change the PDF creation settings for all PDF files created through the Able2Extract Print Driver, including the Security settings for each file.  

Selecting PDF Security Options

After your security options are set and your PDF is created, you can check in on your new file from the Print Dispatcher and interact with the file as needed.

Options For Opening PDF

Give the PDF creation feature a good spin if you haven’t already. This is just one of many new Able2Extract 9 features that let you get up close and personal with your PDF documents.