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Experiences from using Excel documents from within

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I use the Excel macro enabled format “.xlsm” every week.
Open it in excel, trigger the macro (adds two weeks to the dates in a timesheet) rename and save-as to xlsx format in an indexed folder, print a PDF to the same indexed folder, smart rules import into database, file everything and a Smart Folder lets me email the two new files easily.

Never had a problem with Excel in this way. Devonthink is great for keeping organized despite this one weird request by a client to submit both Excel timesheets and PDFs for every pay period. It’s all in the same place, auto tagged and grouped. Even the password locked PDF paystubs they send are in the same parent group along with an annotation explaining the easily guessable password formula.

Now, if you want to talk about the web version of excel and how it “works” with Sharepoint and all the other 365 Microsoft shenanigans, pull up a chair and get a large cup of your favourite beverage, book off some time because I have OPINIONS!


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