Excel Tricks to Create Professional Apps for Businesses

Learn how some Excel tricks can help you in order to develop useful and user-friendly apps for your bussineses.

two person standing on gray tile paving

Borislav Kiprin

Guides

Ever wondered if there’s a better and more convenient way to use all those Excel sheets? Something that would still be as useful as Excel but would make it easier to work with the data, share it with more people, and protect it from breaking? That’s what Open as App’s automatic app creation platform is about. Just follow our Excel app tricks and start turning your data into apps.

To create an app with Open as App, you only need to import an Excel/Google Sheets spreadsheet, and the platform will take care of the rest. No coding skills or knowledge are required with our platform, and creating a straightforward list appa simple calculation app or a chart dashboard can take as little as just a few minutes, and a couple of clicks.

To create a more sophisticated app, your Excel data should be well-formatted and structured. The more carefully you prepare your data source according to how you imagine your app to work and look like, the easier it is will be to create it afterward. 

Yet, when planning this kind of Excel app, you are also given a lot of freedom. Open as App can recognize a large variety of Excel formulas, data formats, lists, and charts, and easily add them to your app. So once you know what the system needs to work with your data, creating apps becomes a simple task.

This guide will provide you with 5 examples of Excel features and formulas, from simple to more difficult ones, which you can use for your Excel app. With each example, we have also listed apps from the Open as App community that illustrate it practically.

Finally, in the last section, you can find several tutorials on how to use these functions when creating your app with our Excel app tricks.

How automated app creation works with Excel tricks

To automatically create an app from your spreadsheet, the Open as App platform analyzes your spreadsheet’s logic. 

During this analysis, the platform recognizes the different data types and formats, as well as the various dependencies. Once your spreadsheet is analyzed, you can pick the type of app you want to create and preview how it will look with your data. Depending on the type of app you are creating, during this stage, you can pick the specific cells or columns that you want to include in it. After that, you can proceed with designing and formatting your app according to how you envision it.

While it may seem that app creation happens in Open as App, the main part of creating your app happens in your spreadsheet.

For this reason, it is preferable that you carefully prepare the source file you will use for your app. For example, to make sure that a certain value will show up as a percentage in your app, format the cell in your spreadsheet accordingly, instead of adding the percentage symbol in the cell. The same applies to any other type of value, whether it’s currencies, dates, or something else.

Preparing your spreadsheet properly allows the platform to work its magic and provide with you all of its useful functionalities. Here are some basic spreadsheet features which you should use to create useful and dynamic apps.

Excel and Google Sheets tricks to use for your apps

While this list of features may seem simple, using them in your spreadsheets will help you significantly when it comes to creating your apps. So here is the first of our Excel app tricks. 

1. Make information easier to understand with charts

Including a chart in your app will make the information in it much easier to understand. 

If your spreadsheet has charts, these will be recognized by Open as App automatically, and you will be given the choice to add them to your app

Apart from including a chart, you can also change the type of chart when creating your app, if you’d like it to appear differently. And even if your spreadsheet does not feature any charts, you can build a basic type of chart through the app creator. 

startup reporting app

In addition, you can also add interactive charts. Simply add the input fields for this chart to the app. By changing the values in the input fields, the chart will automatically change to show these values.

Case study: Monthly reporting app

If you have a chart dashboard in Excel and Google Sheets sharing it as a mobile dashboard app can help to avoid the multiplication of unnecessary versions of the same file. It also helps you to keep control of your data at all times.   

All charts are automatically recognized and transferred into your app after which you can edit the colors, types of charts, and more.

2. Use data formats and input fields to simplify app development

By formatting the different fields in your spreadsheet, you will make it easier for the Open as App platform to analyze the structure and suggest the best app type to you. This is the second of our Excel app tricks. 

This is particularly valid if you have different types of data format and the app has to display them differently – for example, certain fields should display percentages, whereas others display currencies. Excel data formats for all fields and columns in your spreadsheet are recognized by Open as App. Image links can also be redefined to be displayed as the image if part of a list. 

Loan Calculator App

When creating a list app, if you have not defined the data format for a certain column in your sheet, this can be changed in the app creation platform through the “define column type” option. If a cell in your sheet has not been defined or has been incorrectly interpreted, you can also redefine the type of the cell in the editor. This also applies to new fields that you decide to add through the editor.

Case study: Loan calculator app

Clearly defining the type of your data allows you to create apps that make use of a variety of data formats and to pull them together.  One such example is the loan calculator app created by the Open as App community. 

It features several input fields that allow users to calculate the amount of a loan, including the interest rate, the payment frequency, payment amount, and more. It also includes many different data formats, such as currencies, percentages, and dates. 

3. Make data selection easy with a drop-down menu

Any drop-down lists you include in your spreadsheet will also be added to your app automatically. The third excel app trick enables more user-friendly data selection in your apps.

An additional layer of usefulness can be added by making drop-down lists searchable. By typing in the first letters of their query, users will be offered matching results to choose from. This can be achieved through the IF function (see the video tutorial below).

Open as App can also recognize dependable drop-down lists – i.e. drop-down lists that provide different selection options based on a selection in another drop-down list. This option is particularly useful for survey apps where one choice may lead to different outcomes as well as for pure data collection apps.

Quotation Service App

Case study: Service quotation app

An example of an app using a drop-down menu is the service quotation app. The purpose of the app is to allow users to easily create a quote for a cleaning service. 

The app takes into account the type of cleaning that is offered, the duration of the contract, the type of machine being used, the frequency of visits, etc. The drop-down menus in the app help to filter the information and allow the user to easily pick the desired option and issue one or several quotes within seconds.

To learn how to create simple, searchable, or dependent drop-down lists in Excel, we found the following tutorials helpful:

4. Present a complex dashboard in a user-friendly way with INDEX and MATCH

Number four of our excel app tricks is a little bit more complicated. Using the INDEX and MATCH formulas, along with a drop-down list, allows you to select and display results or information by month, year, region, or any other filtering criteria. This way a huge array of information is presented in a user-friendly way and can be handled easily even on mobile screens.

This is particularly useful for reporting apps where comparisons between different periods are often required. It can also be helpful for product comparison tools that can sort information according to different stats.

By also including charts, you can then create an easy-to-use dashboard app that can filter and parse information according to various criteria and visualize it right away. Our dashboard app mentioned earlier is an example of such an app.

If you’ve never used the INDEX and MATCH formulas in Excel and don’t know how to implement them, see this tutorial

Case study: Dashboard app

Dashboard app

One common way in which INDEX and MATCH formulas are used with Open as App is in reporting apps. See, for example, the dashboard reporting app created by the Open as App community. 

This app is specifically used as a reporting tool for monthly company performance. It is based on the daily performance data collected in Excel sheets that is aggregated every month and displayed in charts and tables. Such an app allows decision-makers to quickly review the data and focus on their next moves. 

Want to know more about how to create a dashboard app? See our guide on creating a financial plan dashboard app

If you don’t know how to create charts in Excel, see this simple chart tutorial or a more complicated dashboard tutorial.

Use Excel tricks to to develop a report app

5. Show or hide useful information based on conditions

There are various ways in which conditional formatting in Excel can be used in apps. This is what excel app trick number 5 is all about. You can, for example, use conditional formatting of the background color of a certain cell, and have it change depending on the values that are displayed in that cell. 

This feature can also be seen in our dashboard reporting app where the direction of the arrow in the box, and the color of the field signal revenue growth or loss.

This same formula can also be used to show or hide the content of a list or other elements, based on true or false values. That way, if data of a certain type needs to be displayed, the app will filter it according to the predetermined values and display only the relevant ones. This logic can also be extended to showing or hiding elements based on user-specific data

Printer Dealers App build with Excel tricks

For example, if you’d like certain fields to appear only for certain types of user roles in your app, you can apply conditional formatting. The app will then show or hide the formatted fields, based on the role of the user who is using the app. 

Alternatively, this type of formatting may allow certain users only to view a given field, whereas it may grant others the right to view and edit that field.

Case study: Printer dealers app

One app from the Open as App community that makes use of the conditional formatting functionality is the printer dealers app. This app serves as a digital product catalog. 

As you will see, depending on the type of printer dealer you select, you will be offered different models of printers. Deselecting a type of dealer in the first tab will hide the products associated with that dealer in the second tab. 

Create your first app with one of these Excel tricks

If you’re curious to try creating an app with one of these Excel functions and formulas, we have a number of tutorials and Excel sheets that you can use for the purpose. 

Our example spreadsheets are available at the bottom of each of the tutorial pages. Download them, study the tutorial, and try to replicate the process through our app creation wizard.

See the sections below for instructions.

1. How to create an app from an Excel stock inventory list

The following tutorial will take you through the process of creating a list app based on a dummy stock inventory list

This tutorial contains both information on how to format a list in Excel properly as well as what you need to do once you upload the sheet to Open as App. It is an exercise in formatting your sheet properly as well as in how you can format different elements and cells in Open as App too.

2. How to create an app with a searchable drop-down menu

This example will take you through the process of creating an app that features a searchable drop-down menu

The tutorial briefly explains how a searchable drop-down list is created in Excel as well as which fields you must select once you upload the spreadsheet to Open as App.

3. How to create an app that displays information based on a selected period

The following tutorial will take you through the process of creating an app from a monthly Excel report.

It will take you through the steps of using the INDEX and MATCH formulas which will allow you to filter information in the app, based on a period. The tutorial also features information on how to add charts to your app to make it more user-friendly.

4. How to create an app with conditional formatting

Here are two tutorials on how you can create an app that features conditional formatting. 

The first tutorial will show you how to use conditional formatting of the background color. As you will see, even if you have not formatted the cells in your spreadsheet accordingly, you can add this type of formatting in the Open as App platform itself.

The second tutorial demonstrates how you can format list contents to appear or disappear, based on certain conditions. In this particular example, certain contents will appear or disappear because of the values that have been ascribed to them in the spreadsheet.

App creation with Excel made easy

These are some of the ways in which you can use these 5 basic Excel tricks to create a great and functional app. 

These excel app tricks can make a huge difference in how your app operates and whether it is useful to users or not. Moreover, it will make the creation of your app a simpler and faster process. With a properly prepared spreadsheet, an app can be created within a matter of a few minutes.

Open as App recognizes many other types of functions and formulas. If you want to know more about how to implement a certain Excel formula, make sure to check our support pages or submit a request to get in touch with one of our tech experts!

Category

App App Apps Best Practice Case Studies Events Features Guide Guides Press Uncategorized Webinars

Popular posts

Alexandra Müller

Factory acceptance test via app – what you need to know

Factory Acceptance Test per App

Alexandra Müller

Mandatory recording of working hours – how apps can help with the implementation

recording of working hours with apps

Alexandra Müller

How to optimize your manufacturing process plan with apps

Manufacturing process planning with apps

Alexandra Müller

Project management: Why you can’t go without a checklist

Projektmanagement-Checklist

Alexandra Müller

11 good reasons for your business to have an app

Young urban professional man using smart phone in office building indoors. Businessman holding mobile smartphone using app texting sms message wearing suit jacket and bag.

Alexandra Müller

Construction site safety checklist – how an app can improve safety

Checkliste für Baustellensicherheit – mit einer smarten App zu mehr Sicherheit

Alexandra Müller

How much does it cost to develop an app?

Wie hoch sind die Kosten für die Entwicklung einer App?

Alexandra Müller

How to create your digital construction daily log

Digitales Bautagebuch mit Open as App erstellen

Alexandra Müller

Creating CRM systems with Excel

CRM-Systeme mit Excel erstellen

Alexandra Müller

How to make money with no-code apps

make money with no-code apps

Alexandra Müller

The 8 best app makers

Mit einem App-Baukasten einfach eine App selbst erstellen

Alexandra Müller

How can I create an app?

App erstellen - so funktioniert es

Alexandra Müller

Embedding an iframe – what you need to know

Embedding an iframe - step by step

Borislav Kiprin

Create an App With Google Sheets for Your Business

Create an app with Google Sheets

Borislav Kiprin

20 innovative Tools for Excel & Google Sheets in 2022

Innovative Tools Excel

Manfred Streit

How to Turn an Excel Spreadsheet Into an App

Excel spreadsheet into an app

Manfred Streit

The Basic Guide to No-Code Apps and Platforms

basic guide no-code apps

Angelika Methner

Self-Service Apps based on Spreadsheets – Three Strategies for Beginners

self service app

Angelika Methner

4YFN Barcelona – Hotspot for Innovation & Impact

MWC und 4YFN Barcelona

Angelika Methner

Open as App appoints Michael Stoelwinder as new CEO

Michael_Stoelwinder_OpenasApp

Angelika Methner

New Pricing Plans in 2021

pricing

Angelika Methner

No-Code Tools Comparison: Open as App and Glide Apps

successful no-code tools

Angelika Methner

How to boost your workflow automation with no-code apps

workflow-automation-no-code-apps

Borislav Kiprin

Custom mobile app development in Microsoft 365

Custom mobile app development

Angelika Methner

How to Select between BI and Excel Data Analysis [Tableau Alternative]

Tableau Alternative

Borislav Kiprin

Enhancing App Security and Data Protection: No-Code Apps

app security

Angelika Methner

Bread baking per app – enjoy great home-made bread every day

home made bread

Borislav Kiprin

How to Drive Digital Innovation without the IT Department

digital innovation

Borislav Kiprin

How a Multi-Devices KPI Report App Can Improve Performance

KPI report App

Angelika Methner

Best 8 No-Code Apps to Boost Real Estate Agent Performance

Boost real estate agent performance

Borislav Kiprin

Open as App adds the power of non-technical citizen developers to Microsoft 365

microsoft

Angelika Methner

How to Build Manufacturing Solutions With 4 No-Code Apps

man holding gray steel frame

Angelika Methner

The Top Custom Mobile App Design Tips

person writing on white paper

Borislav Kiprin

Excel Tricks to Create Professional Apps for Businesses

two person standing on gray tile paving

Angelika Methner

Shadow IT and Its Damaging Consequences for Companies

shadow it

Angelika Methner

How to Boost Your Consulting Business with Apps

consulting business

Let’s keep in touch!

Newsletter-Girl
Factory Acceptance Test per App

Alexandra Müller

Factory acceptance test via app – what you need to know

recording of working hours with apps

Alexandra Müller

Mandatory recording of working hours – how apps can help with the implementation

Manufacturing process planning with apps

Alexandra Müller

How to optimize your manufacturing process plan with apps

Projektmanagement-Checklist

Alexandra Müller

Project management: Why you can’t go without a checklist

Young urban professional man using smart phone in office building indoors. Businessman holding mobile smartphone using app texting sms message wearing suit jacket and bag.

Alexandra Müller

11 good reasons for your business to have an app

Checkliste für Baustellensicherheit – mit einer smarten App zu mehr Sicherheit

Alexandra Müller

Construction site safety checklist – how an app can improve safety

Wie hoch sind die Kosten für die Entwicklung einer App?

Alexandra Müller

How much does it cost to develop an app?

Digitales Bautagebuch mit Open as App erstellen

Alexandra Müller

How to create your digital construction daily log

CRM-Systeme mit Excel erstellen

Alexandra Müller

Creating CRM systems with Excel