Excel Performance with Smart Data Processing and Management

Excel documents can get so big that they stop working. Some are critical to your business and have evolved alongside it, but now they are barely holding together.

This is usually due too many formulas and too much data. With the right approach almost any excel document can be restored to it’s former glory in performance.

Reduce the required formulas by doing more data processing when fetching the information. This puts less strain on Excel. When importing from a database, use the powerful processing power of the database server for calculations. Excel should only be used for final step calculations.

Consider reducing the amount of data being imported into Excel. Try filter out unnecessary data when querying a database, or aggregate data when possible. For example, you want to view your top 10 customers and do calculations on them. Instead of drawing every single customer out of the database into Excel, rather refine the query to identify the top 10 already. This will greatly speed up your document. If you know the numbers will only be analysed according to monthly aggregates, try aggregating the data with the database query, instead of importing every single transaction. To get this perfect, it is best to bring in someone with advanced information system skills.

Sometimes Excel reports need to be completely revamped. This can be difficult to do if your staff are use to the current document. The best approach is to get new eyes on the document, someone who can ask the right questions and propose a fresh and lean way of representing the data.

If you would like to know more on how to get your Excel documents efficient and working again, contact Forty One Business Solutions at info@fortyone.co.za. Alternatively see www.fortyone.co.za