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DEAR TEMP AGENCY OWNERS AND MANAGERS
What Is the Greatest Challenge Administrative Professionals Face While Working On-Site with Clients?
The primary challenge is not a lack of training, but the inability to consistently recall and apply learned skills in real-time, high-pressure work environments.
Traditional training programs are effective at the point of delivery; however, they often fall short at the moment of need. When administrative professionals are required to perform tasks while being observed by clients, even small gaps in recall can lead to hesitation, reduced confidence, and diminished perceived performance.
The solution is not additional training.
The solution is the implementation of on-the-job support systems that provide immediate access to guidance, reinforce knowledge at the point of execution, and ensure accurate, confident performance when it matters most. Examples below.
Instructions:
Explain how to creat a pivot table (view - image below).
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Instructions:
In the task above you created a Pivot Table (view - image below). Explain how to create Slicers
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Instructions:
This spreadsheet is printing an extra blank page. Explain how to fix this printing problem (view - image below).
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Instructions:
Explain what formula is used to create a total answer when filtering data (view - image below).
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Instructions:
Explain which formula to use to find Celebes coffee total sales (view - image below).
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Instructions:
Explain which formula to use to find Celebes coffee total sales greater than 60 lbs (view - image below).
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Instructions:
Explain how to use a formula to remove the
leading spaces in column A. Remove the
leading spaces using a formula and put the
answer in column D (view - image below).
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Instructions:
You completed task #1 from above and you deleted column A. Explain the error in column A and explain how to fix it. (view - image below).
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Instructions:
Notice column C currently includes the city name, state abbreviation, and zip code (view - image below).
The client has the spreadsheet on her desk (image below). She asks you to help her separate the city name into column C (by itself), and state abbreviation and zip code (together) in column D. Explain how to do that for the client.
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Instructions:
You are working at an investment bank. You open Microsoft Excel and have a new blank workbook on your screen. Explain how to create a Date Tracking Gantt chart from scratch (view - image below).
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Instructions:
You are at the clients office. The client request you to create a loan ammortization table with the following variables: loan amount $5,000: Annual Interest Rate 4.00%, and the others (view image below). You open Excel and have a new blank workbook on your screen. Explain how to create this loan amortization table (view - image below).
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Instructions:
Column A includes 4,999 entries.
Many of these are duplicate entries.
The client wants you to
(1) mark all duplicates in red,
(2) put the duplicates at the top for easier viewing,
(3) and lastly remove the duplicates (view - image below).
Explain three things:
(1) how to mark duplicates in the color of red,
for easier viewing of duplicates. -
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(2) how to place duplicates marked in the color of red to the
top of the column (allows for less scrolling to view duplicates),
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(3) how to remove them (duplicates).
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Instructions:
You are at the clients office. The data is current listed horizontally (left to right).
The client needs the data posted vertically (top to bottom)
and not how it is currently (horizontally left to right).
Explain how to paste the data vertically (view - image below).
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Instructions:
The client presents this spreadsheet to you and wants to highlight the top 3 highest values in the sales column. Explain how to do that.
The client now request to show the top 8 values in the same column. Explain how to do that.
Finally, explain how to remove the criteria so no values are highlighted (view - image below).
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Instructions:
The client does not want to show zeros and would rather replace the zeros with the letter B (view image below).
Explain how to replace the zeros with the letter B (view - image below).
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Instructions:
The client is tired of employees deleting the cells with formulas. Please explain how to protect all cells that include formulas so they cannot be modified or deleted.
Explain how to protect cells that only include formulas (view - image below).
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Instructions:
Explain the quickest way to remove all blank rows efficiently (view - image below).
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Instructions:
The client gives you this spreadsheet that
includes the Last Name in column A and
First Name in column B.
The client asks you to show her how to
combine First Name and Last Name into
column E (in that order).
Explain how to do this and what formula you use (view - image below).
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Instructions:
You will create a macro named
ten_sheets
Every so often you want your workbook to have ten tabs (worksheets).
Explain the steps to create this macro. Please note: you will re-use this macro each day so it should be available to all newly created workbooks
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Instructions:
Explain how to run (execute) the macro you created above.
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Instructions:
Explain how to put a macro on the Quick Access Toolbar (view - image below).
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Instructions:
You have completed Task 15 above.
Explain how to customize the macro to show a
happy face icon and the macro name (view - image below).
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Tim Owens (pictured above).
With over 23 years experience in the admin professional industry, Tim helps staffing agency owners and managers improve placement margins and expand territory market share through a proprietary structured administrative performance system.
All engagements are backed by a performance guarantee. If agreed-upon outcomes are not achieved, a refund will be issued in accordance with defined terms.
Click logos below (Hilton, IAAP, Beverly Hills) to view admin profession industry competence and excellence.
Contact Tim Owens
Phone - please leave a message / texting unavailable
Inside U.S.A. 1-(310)-625-7711
Outside U.S.A. 00 1 310 625 7711
Current Time Zone: Los Angeles (Pacific Time, UTC −7 / −8)
Consulting / Training available world-wide.
Email:
tvowens@outlook.com