Many Excel workflows require users to make the same series of decisions each time a task is performed. Reports must be prepared, files updated, data checked, and recurring steps carried out in the correct sequence. Once those decisions have been made, Excel can often help preserve the process so that less human effort is required the next time.
In this practical session, David Ringstrom, CPA and author of Microsoft 365 Excel for Dummies, explores ways to turn recurring Excel work into more repeatable and dependable processes. You’ll learn how to recognize workflow decisions that can be made once and preserved, reduce unnecessary steps, create reusable starting points, and identify opportunities for Excel to carry more of the workload. Along the way, you’ll develop knowledge shortcuts for deciding when to streamline a process, when to automate it, and when human judgment should remain part of the workflow.
