Use Excel

There are some many ways to do things in Excel, it can be hard to imagine how you'd remember how to do something once a month or a year. But there are so much content out there, you can youtube specific segment on what you know you need to do. But what if you don't know what you need to do?

 It all depend what your objectives are - do you know the problem and are you trying to illustrate it? Are you evaluating for the root cause? Are you comparing all the different types of issues to see which ones you should tackle first? Or are you just throwing data together to see what it is telling you? There is a way of collecting data and with every data set you collect, you have to note the assumptions because when you collect, how you collect, and the accuracy of the data could throw off your analysis and create statistical bias.

This is a sample of report dashboard that was created to show work distribution, trends to 2 attribute in a given period, and distribution of metric in work productivity. Once you have the structure, updating the data source can automatically update the charts. There are other mechanism you can set up to automate the source as well, but it all depends on your data warehouse, database source connectivity, etc.

What you can apply in your daily life with Excel are formulas. There is no much thing as perfect data maintenance. If you're responsible for reporting and all you have is Microsoft Office, Excel is your best friend whom will do things that you don't look forward to doing.

Let me know if you have problems you're trying to tackle. Some of the board/network posts outside may address what you're look for, I am prepared to hear how you use Excel.