{"id":17411,"date":"2021-08-20T03:06:03","date_gmt":"2021-08-20T03:06:03","guid":{"rendered":"https:\/\/technosoftautomotive.com\/zh-hk\/?p=17411"},"modified":"2024-03-27T06:36:17","modified_gmt":"2024-03-27T06:36:17","slug":"using-yana-dms-excel-template-for-data-analysis","status":"publish","type":"post","link":"https:\/\/technosoftautomotive.com\/zh-hk\/using-yana-dms-excel-template-for-data-analysation","title":{"rendered":"Using Yana DMS Excel templates for data analysis"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"17411\" class=\"elementor elementor-17411\" data-elementor-settings=\"[]\">\n\t\t\t\t\t\t\t<div class=\"elementor-section-wrap\">\n\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-61fe9fe3 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"61fe9fe3\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4e2078d\" data-id=\"4e2078d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-18e9001f elementor-widget elementor-widget-text-editor\" data-id=\"18e9001f\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/paper-analysis.jpg\" alt=\"\" width=\"1200\" height=\"800\" \/><\/p><p>Generally, most Excel users already have their Excel-defined templates with columns, charts, formulas, and more, for daily\/weekly\/monthly data analysis. Therefore, they will copy and paste the data from different sources to their pre-defined templates for desired results.<\/p><p>With Yana DMS Excel template features, users can create their defined templates and upload them to Yana. Then, they can export the data directly from <a href=\"https:\/\/bit.ly\/3wNXXTC\">Yana DMS<\/a> to their pre-defined templates when they need it with a single click.<\/p><p>This blog will reveal how you can analyze and share data using the built-in Excel template features with Yana DMS to analyze daily\/weekly\/monthly reports based on your format smartly.<\/p><p><strong>Step 1 : Creating a basic template<\/strong><\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-1-create-basic-template.png\" alt=\"\" width=\"1859\" height=\"332\" \/><\/p><p><span data-preserver-spaces=\"true\">To create a basic template, choose\u00a0<\/span><strong><span data-preserver-spaces=\"true\">Download<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0<\/span><strong><span data-preserver-spaces=\"true\">Template<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0from the toolbar, select\u00a0<\/span><strong><span data-preserver-spaces=\"true\">Entity,\u00a0<\/span><\/strong><span data-preserver-spaces=\"true\">and\u00a0<\/span><strong><span data-preserver-spaces=\"true\">View<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0where you require the data.<\/span><\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-1-create-basic-template-2.png\" alt=\"\" width=\"999\" height=\"336\" \/><\/p><p><span data-preserver-spaces=\"true\">Then, you can define the fields you would like to include in the templates by clicking <\/span><strong><span data-preserver-spaces=\"true\">Edit Columns<\/span><\/strong><span data-preserver-spaces=\"true\">.<\/span><\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-1-create-basic-template-3.png\" alt=\"\" width=\"995\" height=\"742\" \/><\/p><p><span data-preserver-spaces=\"true\">Click\u00a0<\/span><strong><span data-preserver-spaces=\"true\">Download<\/span><\/strong><span data-preserver-spaces=\"true\">\u00a0to export the data in Excel based on your selections.<\/span><\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-1-create-basic-template-4.png\" alt=\"\" width=\"1492\" height=\"833\" \/><\/p><p><strong>Step 2 : Designing the template<\/strong><\/p><p>Now, you can define the format based on your desired data view (Eg: columns layouts, formulas, pivot tables, charts, etc.)<\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-2-design-the-template.png\" alt=\"\" width=\"1684\" height=\"809\" \/><\/p><p><strong>Step 3 : Uploading the Template<\/strong><\/p><p>Once you have saved and closed the file, upload the template to Yana.<\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-3-upload-template.png\" alt=\"\" width=\"1859\" height=\"332\" \/><\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-3-upload-template-2.png\" alt=\"\" width=\"637\" height=\"371\" \/><\/p><p>Next, you will see your template under the <strong>Personal Excel Templates<\/strong> section.<\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-3-upload-template-3.png\" alt=\"\" width=\"1847\" height=\"366\" \/><\/p><p>After selecting the file, you can either download or open it in Excel Online.<\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-3-upload-template-4.png\" alt=\"\" width=\"1865\" height=\"238\" \/><\/p><p><strong>Step 4: Analyze the updated data on a daily\/weekly\/monthly basis based on your defined template.<\/strong><\/p><p>Your report will reflect the date last edited based on your preferred format.<\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-4-analyse-data.png\" alt=\"\" width=\"1670\" height=\"808\" \/><\/p><p>Now, you can create formulas or charts, ranging from simple to complex, for your data analysis. Furthermore, you can choose to export them based on a daily\/weekly\/monthly basis in your desired format. It is very manageable with these great built-in features in Yana DMS.<\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-4-analyse-data-2.png\" alt=\"\" width=\"1054\" height=\"474\" \/><\/p><p><img loading=\"lazy\" src=\"https:\/\/technosoftautomotive.com\/zh-hk\/wp-content\/uploads\/2021\/08\/Step-4-analyse-data-3.png\" alt=\"\" width=\"1872\" height=\"1054\" \/><\/p><p><strong>Find Out More! <\/strong><\/p><p>If you would like to find out more about Yana Automotive Solution, <span class=\"ui-provider a b c d e f g h i j k l m n o p q r s t u v w x y z ab ac ae af ag ah ai aj ak\" dir=\"ltr\">contact us at <a href=\"mailto:marketing@technosoftautomotive.com\">marketing@technosoftautomotive.com<\/a> or schedule a product demo today.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Generally, most Excel users already have their Excel-defined templates with columns, charts, formulas, and more, for daily\/weekly\/monthly data analysis. Therefore, they will copy and paste the data from different sources to their pre-defined templates for desired results. With Yana DMS Excel template features, users can create their defined templates and upload them to Yana. Then, [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":17425,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[15],"tags":[74,11,253,27,254,71,251,252],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Using Yana DMS Excel templates for data analysis - Beyond Dealer Management Systems | Technosoft Automotive<\/title>\n<meta name=\"description\" content=\"How can Yana DMS support users in analyzing and sharing data with the built-in Excel template features? 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