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How to Manage Excel Lists

By Sue Hughes
December 21, 2009

Excel is a good tool for managing lists at the end-user desk. Short of working with a full-fledged database (way beyond the scope of this column), Excel provides the ability to sort, filter, subtotal, parse, join (concatenate) and change the letter casing of your information for easier data handling and reporting.

This is particularly useful when receiving what is commonly referred to as an “ad-hoc” list. These lists often come when requesting data from an outside database, be it from client or opposing counsel, Accounting, Marketing, Billing, Time Reporting, or a Web site. The list is rarely, if ever, formatted in a way that can be easily managed, such as a .txt file format.

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