TrustRadius: an HG Insights company

Microsoft Excel

Score9 out of 10

1,914 Reviews and Ratings

What is Microsoft Excel?

Microsoft Excel is a spreadsheet application available as part of Microsoft 365 (Office 365), or standalone, in cloud-based and on-premise editions.

Categories & Use Cases

Product Demos

Pros

  • Creating and managing complex formulas and calculations
  • Efficient data sorting and filtering capabilities
  • Generating insightful charts and graphs for data visualization

Cons

  • Challenges with formula assistance and guidance
  • Usability issues when working with Pivot Tables
  • Difficulties in creating and customizing charts and graphs

Microsoft Excel Pros Cons

Use Cases and Deployment Scope

In my realm of administration and accounting, I use Microsoft Excel for everything. Our project management software downloads reports into Excel. I made a custom KPI dashboard for individual PM and company-wide statistics. I track our invoices are sent, outstanding AR and when I last followed up with that client. I use pivot tables, conditional formatting, and lookup everyday for my spreadsheets with thousands of rows of data.

Pros

  • This is really niche. But I appreciate how easy it is to "unmerge" an entire spreadsheet with Microsoft Excel. Google Sheets can't do this and it's so tedious. Many of the reports I download from our project management software how unnecessarily merged cells which I clean up before disseminating the report to the executive team or PMs.
  • Chart customization is better on Microsoft Excel than Google sheets.

Cons

  • the lack of checkboxes (not counting the developer tab which doesn't count in my opinion). For my purposes, checkboxes are extremely helpful
  • Microsoft Excel's online version is awful in my opinion. It's been very glitchy; Google Sheets is way better for an online version. Collaboration is essential in business and Excel is just not great for that.

Return on Investment

  • My custom PM dashboard is used in annual reviews to show PMs how they're lining up with last year/where they stand this year. It's a tool for PMs & executive leadership to be on the same page for each person
  • We regularly analyze financial data on Microsoft Excel and even present the data to clients to compare / show missing payments
  • I use it to track how I'm doing on collecting the very aged AR for my personal stats for wage negotiation purposes.

Usability

Alternatives Considered

Google Sheets

Other Software Used

Google Meet, Microsoft Teams, YuMuuv

Excel!! Do we know it much?

Use Cases and Deployment Scope

My job is to handle data from the Site, validate and integrate the data correctly, and then update the same into a database like Oracle or SAP for further activities.
With the built-in functions and access to VBA, the task is automated, which eases our daily activity, and anyone can do analysis error-free.

Pros

  • Analysis
  • Automation
  • Data Handling

Cons

  • Pivot Charts Should be improved
  • Conditional formatting should be optimized (should not use large space)
  • VBA should have a proper code editor inbuilt
  • Should have options to work for large datasets

Return on Investment

  • Microsoft Excel should have around 50% of ROI

Alternatives Considered

Microsoft Access and Google Sheets

Other Software Used

Google Sheets, Microsoft Access

Usability

best app for importing and exporting data from different website databases and apps.

Use Cases and Deployment Scope

Microsoft Excel is used to import and export spreadsheets for internal and external use. Integration with Google docs and drupal cms is intuitive.

Pros

  • Useful for exporting and importing data from different apps
  • Easy to learn with Youtube tutorials
  • No issues with version control, sharing in emails or file corruption.
  • Best when paired with Microsoft PowerBI.

Cons

  • VIookup and pivot tables are hard to learn at first, but youtube tutorials easily explain the tool.
  • Creation of Pie charts is glitchy and hard to read even with reformatting
  • best paired with Powerbi for clean data visualizations, charts, maps, etc

Return on Investment

  • Microsoft Excel has been integral to data analysis that guides key decisions
  • Reliable. Old files are still available even after many years.
  • Sharing between Mac and Windows users is seamless.
  • The phone app is also available for a quick review of spreadsheets while the user is on the go.

Usability

Alternatives Considered

Microsoft Power BI

Other Software Used

Google Sheets

Love Microsoft Excel

Use Cases and Deployment Scope

I use Excel multiple times a week to keep track of sales, subscriptions, records, and more. The spreadsheets also allow me to keep track of our webinars and seminars by allowing multiple pages at the bottom. This way I can use the same templates and just copy it for every webinar or seminar we do. I also use it to create checklists for customers.

Pros

  • Formulas
  • Sorting and Separating
  • Clean Use
  • Visual Aspects like Graphs
  • Sharing Live

Cons

  • Explaining Use of all Different Graphics
  • Charts
  • Templates
  • Better Explanation of all the Forumlas

Return on Investment

  • Lead Sorting
  • Organization
  • Subscription Management
  • Tracking

Usability

Other Software Used

Zoho Bookings, QuickBooks Online, Zoho Analytics

Best Platform to track maintain your recruitment data

Use Cases and Deployment Scope

Being as recruiter, Excel Analyzer is helping us to maintain and track our candidate data and hiring & recruitment needs. We are organizing and sorting our candidate data via Excel such us interview score, application status, recruitment activity etc.

Pros

  • Making hiring process faster
  • Easily to maintain & track recruitment data

Cons

  • none so far

Return on Investment

  • Only positive nothing negative so far

Usability

Other Software Used

Google Analytics, Google Sheets, Vonage Contact Center, Vonage Business Communications, Microsoft Teams, Ceipal ATS, LinkedIn Recruiter