Many employees in finances and other industries may find that creating a spreadsheet for each of their customers is a very time-consuming task. Is it worth all the effort?
If you create a template for your spreadsheets, you no longer need to begin from zero when you need to input data for your customers. You’ll also need a smart Excel-based template editor like Windward to assist you in this process.
Avoiding human mistakes from copy-and-pasting is not the only thing that makes having a template a good idea. Think of a situation where you need to send several of your customers the same spreadsheet or table, but the data needs to be customized for each unique person. If you had to recreate every single spreadsheet for each of your customers, you may leave out important information or have errors in your data.
With a template, however, the important information will already be there, and you just need to change the variable data like names and data tags. In cases where you need to maintain uniformity, a template will ensure that you always have uniform formatting. This is important for critical business documents that need to stay company-compliant.
Look at spreadsheets like building blocks, you can start with one cell, put another and another on top of it until you have a structure. The difference here though is that you can freely edit spreadsheet blocks as many times as necessary.
Once you get a hang of it, you will enjoy the freedom that Excel spreadsheet templates provide. For example, using the same formatting for several blocks or giving each block its own formatting makes a big difference.
The combination of Excel as a spreadsheet template and Windward (an Excel-based template editor) to generate the documents offers you the ability to deal with large data files. Since Excel supports the creation of templates, it becomes very easy to create different files and then edit them with Windward’s easy-to-use tags. All you have to do is open a new Excel workbook and edit.
Both Excel and Windward include a wide variety of templates already created for different purposes. It’s a good idea to browse these templates and pick one that’s suitable for your needs. You can also build a custom template from scratch that meets your company’s standards.
Dealing with data requires heightened attention to detail to ensure you do not enter the wrong figures, you can minimize the risk of error by using Windward in your Excel-based smart spreadsheets.
Want more control over your data? Try our free, 14-day trial of Windward Designer and edit to your heart’s content.