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Efficiency Best Practices for Microsoft 365

You're reading from   Efficiency Best Practices for Microsoft 365 Discover ways to improve your efficiency and save time using M365 applications

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Product type Paperback
Published in Dec 2021
Publisher Packt
ISBN-13 9781801072267
Length 350 pages
Edition 1st Edition
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Author (1):
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Dr. Nitin Paranjape Dr. Nitin Paranjape
Author Profile Icon Dr. Nitin Paranjape
Dr. Nitin Paranjape
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Toc

Table of Contents (15) Chapters Close

Preface 1. Section 1: Efficient Content Creation
2. Chapter 1: Fortunately, You're Inefficient! FREE CHAPTER 3. Chapter 2: Components of Work 4. Chapter 3: Creating Content for Effective Communication 5. Chapter 4: Intelligent Data Analysis 6. Chapter 5: Managing Files Efficiently 7. Section 2: Efficient Collaboration
8. Chapter 6: Time and Task Management 9. Chapter 7: Efficient Teamwork and Meetings 10. Section 3: Integration
11. Chapter 8: Automating Work without Programming 12. Chapter 9: Putting It All Together 13. Chapter 10: Maximizing Efficiency across the Organization 14. Other Books You May Enjoy

Understanding macros

Macros are a popular form of automation with Microsoft Office—especially Excel. We seem to think that whenever there is any repetitive action, we should create a macro. That is incorrect. Repetitive actions usually mean that you are using an inefficient method/process/feature set.

Here is the recommended approach:

  1. Consider the repetitive activity.
  2. Find if there is a better way within the app itself.
  3. If you find a better way, check if that better method is repetitive.

a. If still repetitive, then write a macro (or try to automate it)

b. If not repetitive, problem solved

We saw many examples of this in Chapter 4, Intelligent Data Analysis, while learning about Power Query.

Macros are best suited for scenarios where you have a need but there is no feature in the app to satisfy that need. Adding missing but useful functionality using macros is out of the scope of this book. However, here are some macros that I have created...

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