K2's Road to Excellence - Part 12
Dynamic Arrays and Doc.It


A new type of formula group is coming to Excel for Office 365 - Dynamic Arrays. In this session we will introduce you to this group of powerful new formulas including Spill, Sort, Sortby, Filter and Unique. What used to be complicated is now simple with these functions.

Learning Objectives

  • What versions of Excel support Dynamic Array Formulas
  • How to refer to a Dynamic Array result
  • How to correct for spill errors
  • How to use Sort and Filter

Managing Excel Documents and Improving Workflow Efficiency with Doc.It
Now that you’re an Excel guru, learn how Doc.It helps you organize Excel documents with our Document Management solutions. In addition, we’ll take a look at one of the hottest technology topics in the industry, improving workflow efficiency.

Learning Objectives

  • Learn how Doc.It manage Excel documents, as well as all other document types
  • Learn how Doc.It helps accounting firms improve workflow efficiency and keep track of all projects
  • Learn how document management & workflow software integrates with your firm’s existing software (tax, accounting & bookkeeping, time & billing, etc.)

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Questions & Answers

Excel Questions
Answers
Why did the dates change to numeric rather than keeping the calendar date?
The Cell format needs to be set to date, the value in the cell is the number of days since January 1, 1900.
Why would you use sort instead of just sorting the original table?
This sort does not impact the original data. It can also be setup with input fields like we did with filtering to make it easier for end users to sort the data. Lastly you could hide the actual data to prevent accidental changes.
I am on Office 365 but see I’m on 1902 with a semi-annual update plan. Is this why I cannot use this feature?
That is correct, your next update will likely include dynamic arrays. You can ask your Office 365 administrator to change your setup to Monthly Targeted to get the feature sooner.
Doc.It Questions
Answers
Is there an easy way to bring in existing information that is saved in client folders on the server?
Every new customer gets the option to import from a server or a document management system. This is a service we provide.