Replies to This Discussion

Permalink Reply by Leigh Anne Aston on November 12, 2008 at 4:28pm

I really haven't dealt a lot with other virtual assistants, so I can't answer your question in that regard. I do receive requests and questions from former colleagues and current associates on how to do particular tasks in Excel. I would say their biggest obstacle in venturing further in Excel in their inability to properly search for an answer to their given question (either within Excel or on the internet). They try to figure it out, only to become frustrated and finally send me a message explaining the issue and asking for help. Honestly, I don't mind -- it helps keep my skills sharp.

Permalink Reply by Kyle McCloud on November 12, 2008 at 5:15pm

Thanks Leigh Anne. Would you say that their questions are centered around formulas, formatting, or something else?

Permalink Reply by Leigh Anne Aston on November 12, 2008 at 6:01pm

Frequently, they center around a formula not working correctly. I do get formatting questions and just "how do you . . ." in general as well. Most of the time, the questions are for 2003, although I have had more 2007 questions recently. Since I operate in 2007 now, I find myself borrowing my son's computer to make sure I remember steps/locations correctly. I actually surprise myself at how much of the 2003 system I remember; I've been on 2007 for over a year.

Permalink Reply by Kyle McCloud on November 12, 2008 at 6:30pm

2003 still is a strong one for me. I know a lot of people still using it. When I encountered 07 for the first time the hardest part was just getting used to the new interface. Once I got that figured out the rest was easy as pie.

Permalink Reply by Savvy Subcontracting, C Schultz on December 3, 2008 at 9:53pm

Using Excel as a form filler. I'd love to get more tips and ideas for that.

Permalink Reply by Kyle McCloud on December 5, 2008 at 2:28pm

Can you explain a little more about what you mean or give an example?

Permalink Reply by Savvy Subcontracting, C Schultz on December 15, 2008 at 7:18pm

I have forms I'd like to send to my clients to complete in Excel . Using the same questions and format is nice for evaluating. I want to keep it simple that the client can complete it easily online and send it right back filled out. I'm not sure if there's a possiblity to convert a PDF file to an excel form or not.

Permalink Reply by Kyle McCloud on December 15, 2008 at 8:39pm

That would take a little research as far as PDF conversion to Excel (my 1st thought would say no). I just want to verify that you want the clients to fill the form out on the web. You don't send the form as an attachment, correct?

Permalink Reply by Susi Schuele on December 15, 2008 at 5:15pm

Collette do you mean as a data file for a merge? I can help you with that if you need it.