how to organise data in excel

Take the hassle of manually tracking feedback from colleagues and clients out of your analysis.

OAK’s Review tool enables you to easily and efficiently review the information in the workbook. Access all issues and edit them as necessary. With OAK you can even export the issues to a report worksheet, make any changes and re-import the information.

Addressing feedback quickly and with accuracy will save you time and improve communication, resulting in your final results being accurate and impressive. Enjoy the freedom OAK will give you to troubleshoot issues with speed, allowing you to focus your time on achieving outstanding data analysis using Excel.

How will the Review tool help you?

Store issues in one place

Issues include: An Excel range/location, a title, a collection of comments, tag, status, severity, initials, date created, date edited, visible. Having all this information organized and readily accessible in one location allows you to address feedback and issues promptly and accurately.

Filtering and sorting

Our spreadsheet auditing tool’s advanced filtering and sorting options allow you to manage issues more effectively. You can filter issues by tag, severity, or status. Choose in which column you want this information to be located.

Improve quality

The efficiency gained from using the Review tool can free up time for you to focus on more complex tasks and analyses, ultimately improving productivity and the value of your work. Quickly identify and correct mistakes, incorporate suggestions, and review excel sheets.

Flexibility

This flexibility offered by the Add/Edit Issue function ensures that you can maintain accuracy and efficiency while addressing issues. Tailor the review process to be smoother and more adaptable to your individual working style.

FAQs

Can I manage issues using the Review tool?

Yes, The Manage window includes several helpful buttons.

  • Refresh, to update the list of issues based on recent changes to the workbook.
  • Status, to simultaneously update the status of all selected issues.
  • Reset Ids, to renumber all issues sequentially from 1 onward, eliminating gaps.
  • Delete, to remove all selected issues.
  • Import, to replace current issues with a previously exported set.
  • Export, to export all issues to a new worksheet within the model.

Will OAK indicate severity?

The Review tool uses a color coded system of symbols to order information in levels of severity. This useful feature helps you to prioritize your work.

Where will I find the Review tool?

The Review tool is clearly labelled in OAK’s ribbon at the top of the page. Simply click on the button to get started.

Can I trial the Review tool?

We proudly offer a 30 day free trial of OAK, including all its features, so you can trial our spreadsheet analysis tools for yourself.