
businessDec 31, 20208:06pending
4 More Ways to Transform Your Client Data: Part 3
About this episode
This episode will cover shortcuts for the everyday person who works in the nonprofit space. Tips can be used in #Excel, Power Query, #PowerBI Desktop, Access and will help you to think about your data process. This show is for the person who wants to serve your community by providing excellent customer service and impactful data. Go to NonprofitAutomations.com website to download today's info card with the first four tips! Each week I will bring 4 more tips and we will conclude this series with a webinar that covers all 16 tips. The next series of tips will focusing on tips for teachers and churches. Today’s tips are below.
9. Automate monthly data analysis with "Get data from folder." (Onetime setup!)
10. Import table data directly from website using Power BI or Excel (Great for Research!)
11. Create reoccurring calendar event that emails current report or query from Access
12. Extract text from printed material w/ FREE Office APP
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