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Macros to Automate or Other Option

Our take

If you find yourself repeatedly copying and pasting data into Excel each month, it’s time to explore automation options that can streamline your workflow. While macros are a common solution, they may not always meet your needs. Recent advancements in AI-native spreadsheet technology offer innovative alternatives that can simplify tasks like reformatting, filtering, and formula application. By leveraging these new tools, you can reduce manual effort and enhance productivity, allowing you to focus on more strategic aspects of your work.

Question here. Every month I'm copying pasting from one system into excel. Reformat, filter, add formulas, paste into GP.

Rinse and Repeat

I have been meaning to automate it so I dont have to do same formulas and formatting each month on each tab. I know how to record macros but I wasnt ever that successful doing with others. With all the advances lately is there other options besides that?

Copy paste out is best option for export for now and so is paste into GP. That part is fast enough I dont care.

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