Streamline Essentials

1 

Essential Task Automation

• Auto-Fill Dates: Automatically insert today’s date or a sequence of dates in selected cells.

• Basic Data Entry Forms: Create user-friendly forms to simplify data entry processes.

2

Customised Templates

• Budget Templates: Customised templates for tracking and managing budgets.

• Invoice Templates: Customisable invoice templates for generating professional-looking invoices.

• Expense Reports: Templates for recording and summarising business expenses.

3

Data Cleaning Tools

• Duplicate Removal: Tools to identify and remove duplicate entries from datasets.

• Text Trimming: Remove extra spaces from text entries to ensure data consistency.

• Data Validation Rules: Set up rules to ensure data accuracy, such as restricting entries to specific formats or ranges.

4

Custom Reports

• Summary Reports: Automated reports that consolidate and summarise key data points.

• Performance Dashboards: Simple dashboards that visualise essential metrics and trends.

• Periodic Reports: Scheduled reports that automatically generate and distribute at regular intervals.

5

Data Consolidation

• Merge Data from Multiple Sheets: Combine data from different worksheets into a single consolidated view.

• Data Aggregation: Aggregate data from various sources to create comprehensive summaries.

6

Conditional Formatting

• Highlight Trends: Apply formatting rules to highlight trends, such as cells with values above or below a certain threshold.

• Visual Alerts: Use color-coding or icons to flag important data points or anomalies.

7

Export Data

• Export Data: Generate and export data in various formats (e.g., PDF, CSV) for reporting or sharing.

8

Analytics

• Trend Analysis: Automatically generate charts and graphs to visualise trends over time.

• Simple Calculations: Implement basic calculations and formulas to analyse data (e.g., sums, averages).

9

User Access Control

• Access Restrictions: Set up permissions to restrict access to sensitive data or specific functionalities.

• Protect Sheets: Protect worksheets or cells to prevent accidental changes.