Webinar handouts: How to Automate Manual Work in Excel Without Coding (Part 1)

Yesterday we held our latest webinar covering how EasyMorph is the perfect companion to Excel. During the webinar I ran through a basic scenario of how you can use EasyMorph to automate generating a monthly report. The scenario covers:

  • How to unzip multiple spreadsheets containing data.
  • Loading in the multiple spreadsheets to a single table.
  • Cleansing, sorting and filtering the data as needed.
  • Updating an existing Excel report template.
  • Emailing out the updated report

A recording of the webinar will soon be made available, so for those who wish to follow along, you can find the example data files I used and the solution I created here:

Excel x EasyMorph Part 1 Example Files.zip (1.6 MB)