A Multifunctional Tool for Organizing Data
March 05, 2025

A Multifunctional Tool for Organizing Data

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Microsoft Excel

I mostly use Excel for reporting and exporting data from Qualtrics or other survey services. I also use Excel for categorizing and auditing webpages and contact information sheets, sorting member lists by various cells and converting worksheets into PDFs to share with clients. I also use Excel to create budget sheets for our projects and am learning to do more extensive types of formulas to create advanced budgets. Many of our staff use Excel to create and sort mailing lists for use with our newsletter, as well.

Pros

  • Sort mailing and contact lists
  • Financial jobs such as budgets
  • Store data with the ability to sort
  • Help manage projects
  • Track expenses for business functions
  • Organize event needs

Cons

  • I'm still struggling with learning pivot tables
  • There are a lot of formulas to learn so would be good to have more examples
  • More templates for other types of projects and uncommon uses would be helpful
  • Work well off mobile
  • We were able to show that particular documents we were trying not to keep on our sites were not being downloaded. So we ran a Google Analytics report on specific pages and showed what events did well and what was not doing well. Downloading documents was at 0% for an entire year. Hence, we were able to convince clients not to put the kind of documents they thought people wanted on their sites.
  • Doing budgets for staff council has been extremely helpful to keep track of the money we have for staff events and activities.
  • Web audits have been extremely helpful for people to see the data in Excel, which makes it easier for people to sort through their most desired content and the lesser or older content based on age of when that content was put up.
Some aspects of learning Excel are not intuitive or easy. Some formulas are difficult to remember - for one, I've heard a lot of people can't remember how to subtract numbers in Excel. Formulas could be easier to learn with a guide of some sort. Pivot tables are difficult to put together, but for general use, it's as easy as putting a table together.
Excel is one of the tools I use for everyday work but fits alongside all the other programs I use. I keep Excel as a way of tracking projects from start to finish as well as document content strategy and audits. There are not many programs like Excel that I can think of other than Google Sheets and I find Excel is far better.

Do you think Microsoft Excel delivers good value for the price?

Yes

Are you happy with Microsoft Excel's feature set?

Yes

Did Microsoft Excel live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Microsoft Excel go as expected?

I wasn't involved with the implementation phase

Would you buy Microsoft Excel again?

Yes

I don't really know another program as powerful as Excel. I've used Google Doc programs but do not feel they come close. So far, anytime I've needed a table of some sort for data, whether it's budget oriented or information off a survey, the best system has been Excel. We do web audits on occasion and we create an Excel worksheet featuring every URL of the pages we're auditing, notes, data about the content, information about files attached to the page and other information to help us determine what pages need updating, deleting or otherwise. We also use Excel primarily to export our Google Analytics to in order for us to create reports for clients that need to see specific information about their traffic.

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