I make regular excel spreadsheets/dashboards of KPIs and some other data for consultants at my company. My current process is to run a script in SQL changing ‘Where ConsultantID = 123’ etc manually, then pasting into excel template and running a macro.
Is it possible and what are the separate functions I need to learn to automate this completely?
Export the data from SQL (about 80,000 rows and 40 columns)
Paste into Excel
Run the Macro
Doing these three tasks for a list of consultants – so getting each of these functions to go down a list and making the dashboards individually. This can’t be done in PowerBI because the consultants don’t have access to it and my company won’t pay for it. So the excel data is static and the dashboards are made regularly to compensate.
Anybody who can provide a steer and point me towards what I need to learn to get this done will be a great help.
Thanks in advance
Currently working at doing this manually.
Related
Hi I recently have been taking a deeper dive into excel and I was thinking about how to automate a task that I have to do every month. Every month I update financial projections by manually entering in monthly expenses into a spreadsheet for each account.
I would like to find a way to pull data that I normally manually enter from SAP Netweaver and our inhouse website that lists salary charges to an excel spreadsheet.
What do I need to learn to automate this repetitive task? I am not an expert in CS by any means so if anyone has any suggestions on ways to solve this problem, topics to learn that would be helpful and/or online resources that would help me learn how to automate this data entry it would be greatly appreciated.
TL;DR I want to upload data from SAP to an excel file where financial projections are kept so I don't have to manually enter the data in every month.
If you want to write some vba code to login into SAP and select necessary data, you need to develop custom function module on ABAP that will select it.
So it's much easier to write custom report with export to Excel. ABAP isn't very difficult to learn.
Take a look at some of the query tools available within Netweaver. Transaction SQVI can be used to build a simple query involving one or more tables, from which the results (in ALV) can be exported to excel. Transaction SQ01, SQ02 and SQ03 can be used for the same, but are a bit more involved.
I have never used Visual Basic before but could do with a pointer on where to begin.
I have 750 excel spreadsheets that contains various amounts of data of different types. The columns are always the same, but the number of data rows vary per spreadsheet. I need to extract data and put it into two new spreadsheets.
Obviously to do this 750 times manually would be a nightmare. I just want to run a script that can do it for me and thus thought of Visual Basic although i've never used it before.
My specific questions are:
What type of command should i research that would allow me to copy data where the row number to start at varies (as data above varies in no of rows). There is a title before this new data - how can i get it to search for this title and then choose the row below?
Would all my spreadsheets have to be in one folder so that the script goes through them all, or can i have some kind of folder structure in that folder too?
Anyone recommend any good resources for me to get to grips with visual basic and grasp what i need to do?
thanks
Tom
So the compilation task got easier with the introduction of MS PowerQuery. If you are using MS Excel 2013, you already have this. If no, you should download it and use the extension from MS.
The following guide outlines how to Using Power Query to Combine Data from Multiple Excel Files into One Table. This means that with Power Query (PQ), MS has taken and enabled easy aggregation using a few simple button clicks. PQ is a lightweight alternative to a lot of tasks that used to require VBA.
In this example, you will use PQ to point to an entire folder (750 should be no problem) worth of commonly formatted Excel files. The only limitation is that each data file should have a similarly named tab.
I won't repeat the details of the guide for how to do it, as it is in-depth and visual. But if you run into issues, get in touch.
I want to be able to create reports in Excel which read data from Google Analytics
How do I go about doing this? I find a lot of information about using Google Spreadsheets but my team is more familiar with Excel
I'd like them to be able to pivot data from google analytics/create graphs and i'd like to be able to create graphs which refresh when the data refreshes
You can easily convert a Google Spreadsheet to Excel format by downloading it as "xlsx".
I'm doing pretty much the same.
First of all, you need to have 2 separate sheets, 1 for your core data and one for your visual part (ur graphs).
In raw data sheet, get insert the data from GA
In graphs sheet, create ur graphs using the raw data.
Now, if you import new data and replace the old one, it should automatically update your graphs as well (unless you deleted some references).
In general, this could be automated, but typically you need additional tool to so so. I hope this helps
I need to send Sales Report to my colleagues on the end of every week and I pull the same details from SAP (Stockwarehouse Russia). My question is, everytime I need to do the same steps again and again in Excel i.e. editing and deleting the same columns, applying filters, assigning the right description for the exact same fields, Movement Type etc. And it becomes very monotonous and pathetically time consuming.
So is there a way where I can record the steps I performed and store is somewhere on the HDD so that next time I can simply open Excel, run the program and report would be generated automatically?
What you will need to do is record a Macro
http://office.microsoft.com/en-gb/excel-help/create-or-delete-a-macro-HP010342374.aspx
http://www.dummies.com/how-to/content/how-to-record-a-macro-to-automate-tasks-in-excel-2.html
First 2 links in a Google search...
If you are using Excel 2013. I would higly recommend to use Microsoft Power Query AddIn (PQ). With PQ you can easily connect to SAP, than create some transformation with your data and save this as a "script". WHenever you open this worksheet you will have a fresh data. The adventage is that you don't need to use any piece of code and you can save your operation in few minutes.
Later if you will want to automate this operation you can write simple script (avaliable on the net) to refresh the worksheet and just add the code to send somewhere or if you have a SharePoint you can easily share with your worksheet with Power Query script into the SharePoint and everybody should have acces to your transormed data.
Please check: http://www.microsoft.com/en-us/powerBI/SAP.aspx#fbid=OjGdeZslbeu
I'm creating an Excel dashboard that imports a variable number months' worth of financial/accounting information from a database to an Excel sheet. Using this information I have a Calculations sheet that computes some financial indicators, again, month by month. Finally, this information is displayed in graphs on a separate sheet (one indicator per graph, with the monthly information plotted to see the tendencies). Currently I have written VBA code that formats the sheets to accomodate the number of months requested, pull the data from the SQL server, and update the graphs. Since there are 53 indicators for each operation (6 operations), this process takes about 3 minutes.
Does anyone recommend a better way to do this? The current way 'works' but I've often thought that there must be a more efficient way to do this.
Thanks!
Chris
You could look at skipping out the excel part and using SQL server reporting services (SSRS). If you have ever used business objects or crystal reports its kind of the same thing and I would imagine would offer better performance than doing things in excel.