3 ms·
>they'd still have to come back to me? Depends. I was dealing with accountants who were very at home in Excel. They were fine with linking Excel to a whole tab
by taxcoder 6y ago
>they'd still have to come back to me?
Depends. I was dealing with accountants who were very at home in Excel. They were fine with linking Excel to a whole table or query and sorting and filtering for the data they needed. Note that Excel can be actively linked, rather than just doing a one-time import. Something like emailing a subset of customer ID's would have needed my involvement. My users were mostly using the data for discovery, looking for patterns and trends in workflow and client needs.
- mh44 6y agoMakes sense. Thanks for the tip on linking Excel!