PivotHow to move excel back office from offline to online? — PivotTable — Blog

It is known that the back office acts as a backbone to a company. It should run 24/7 to raise the productivity of a company and to keep updating the status. To make this happen, the excel back office should be moved from offline to online mode.

Reasons For Shifting Excel Back Office From Offline to Online

Data Transfer: It will not be possible to send or receive email until you are online, that means you have to be connected to the mail server. If your internet connection is working, try to reconnect the mail server for data exchange with your teammates present in different locations. . The process should not delete or modify the mails present in the mailbox configurations.

To avoid synchronization problems: The number of items in the server folder contains fields and in the offline folder containing the fields must be the same.

To provide robust service: To accelerate the business functioning efficiency, smooth running and to increase the number of customers. You should have the chance to access the data anytime 24/7. Service availability should not be affected while data transferring during usual business hours.

For quick and secure processing: Back office using an online background helps in making quick updates and provides complete account support.

Maintenance: As the back office deals with the administrative side, it should have the best maintenance to support the front office. Sometimes the process may be slowed down due to large amounts of data.

Steps to Switch Excel Back Office from Offline to Online

As Microsoft Excel works offline, you cannot exchange mails. And there is a need of shifting Excel back office to online (pivot table) by creating an interactive dashboard. ( i.e., switching to pivot table)

Pivot table is an interactive and statistical tool that saves cost and time, Which handles huge data as it is one of the data processing techniques. It summarizes the data into tables, graphs and charts. Basically it performs counting total, average and other statistics. The raw data will be analyzed to give meaningful information. Using the pivot tables in the business will help in building their organization faster as it is an online tool. This tool will be very productive in growing your customers. Pivot table will never slow-down the process. It gives quick responses to the queries and easily summarizes bundles of data. It comes with simple solutions to complicated queries.

Create the dashboard

Before creating the dashboard in Excel, import the data into Excel.

Click on the dashboard then select create dashboard and provide the dashboard with some name and save it.

• Setup your Excel Dashboard file.
• Create the table with raw data.
• Analyze the given data.
• Build the dashboard.
• Customize with macros, colors, etc.

Also Read: Excel Not a Database: Here’s A Way Out For it

Organize the data

Click on the data set, it will display the details box then name the data set. Next you can choose the type as string and save it such that data will be organized in a structured manner.

Upload the data

Click on the data files, a dataset box will appear, then choose the file that you want to upload and name the file.

Create report

Click on the reports then choose the data-set box to select a file. Click on create report, it shows four boxes. So the columns table consists of some files.

Pivot table provides drag and drop features to migrate data easily. that to be summarized and displayed on pivot table then click on result button to view the output.

Here there is no need of choosing the number of columns and naming each field manually. Pivot table automatically creates the required number of columns based on the input data and it does not provide any empty columns. It provides a clear glance on the reports.

Benefits on switching excel back office to online using Pivot Table)

• It takes very less time to create a pivot table.
• Pivot Table is very easy to use and user friendly.
• It helps us in making quick reports.
• Easy data analysis.
• It makes the process of visualization of data easier and very simple.
• It converts raw data into meaningful insights in a single go.
• Pivot Table can keep reports and allows a quick update.
• It provides excellent and unbiased back office support.
• Gives perfect solutions to the queries.
• The migration tasks is easily managed using easy-to-use configuration.
• It is a solution to easy access and report creation for huge amounts of data.

Conclusion

One of the best ways to accomplish back office support services tasks is by jumping the back office tasks from offline to online, such that users can look at every accept of back office support and leave free to focus on main areas. So free up quality time is really a great deal for any business or organizations. That’s why moving on to the online pivot table is a great solution to it.

Originally published at https://blog.pivottable.in on June 8, 2021.