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Excel VBA Automation and Reporting Guide

The document outlines tasks for a project involving the main.xlsm and abc.xls files, including the removal of the Summary tab, adding a default 'Summary' entry, and creating a class_e variable in the database. It also mentions the need to merge labels in the final report and use automated formulas for VAR1 and VAR2 in the final output. Additionally, it specifies the structure of the final columns in the main.xlsm file.

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mian.ahmed.shabbir
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4 views1 page

Excel VBA Automation and Reporting Guide

The document outlines tasks for a project involving the main.xlsm and abc.xls files, including the removal of the Summary tab, adding a default 'Summary' entry, and creating a class_e variable in the database. It also mentions the need to merge labels in the final report and use automated formulas for VAR1 and VAR2 in the final output. Additionally, it specifies the structure of the final columns in the main.xlsm file.

Uploaded by

mian.ahmed.shabbir
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

1.

create class_E variable


2. big Table handling
3. (/*-+) sum method
4. legend of charts
5. Var % of sum(count_h)

Milestone -2

 The Summary tab in [Link] needs to be removed as well in this iteration.


This tab is adding to a lot of manual work at our end and hence it is not
acceptable
 In "tab" tab of [Link], please add a default entry "Summary" with no
filters. This will make things look consistent
 You may want to remove the category_values column in report_design tab
of [Link]
 The Merge and center for Label1 and Label2 variable in final report ([Link])
is yet not done. You may want to look into this
 Create class_e variable in the database through your code (just like it
happens for "serial"). This will ensure that we do not need to create class_e
variable in the database before running the VB code on it
Class_e variables can have any value rather than just class_e_1, class_e_2 for
example: Jan-10, Feb-10 etc.

Final Delivery
 Use the automated formula for VAR1 and VAR2 in final report output
 The final columns in [Link] will then look like
 Order
 Label1
 Label2
 Label3
 Value (sum, count, min, max, average)
 Calculate (NA, % of column, % of row, % of grand total)
 variable (count_h, tot_j etc.)
 format
 chart(NA, XL3dcolumn etc.)

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