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.
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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.
I need to send RFQs to various vendors using their specific forms which are Excel formatted. I need specific information from my co-workers in order to properly fill out the vendor's forms. I was thinking about using MS Forms to gather the specific info I need from my co-workers, then hoping some how that data could easily/automatically be transferred to the vendor's specific Excel form based on the MS Forms responses. The responses received determine which vendor form, and in most cases multiple vendor forms, to use. Then each completed form saved as its own file.
I was looking at different MS Flows, PowerApps, and Power Automate templates that have already been created, but I'm sure one matches my needs or if any of those are the best solution. I did watch some videos about how to create your own MS Flow/PowerApp, but I wasn't sure it was going to be a viable solution. I am hoping to streamline the action of copying & pasting the data, but I'm not sure how I would go about setting up a way, if there is one. Or if there is a "dummies" how to way or if the way would be over my head.
Background knowledge/experience: I have zero experience or base knowledge of coding. I can record macros, but cannot edit the coding, I have to re-record it from scratch. I can do simple IF formula's & Pivot Tables in Excel. I tried for a minute to teach myself PowerBi, but think knowing SQL first would be better from my understanding. Haven't dived down rabbit hole of trying to teach myself SQL, if that's even possible without some base coding knowledge. I want to learn these things and how to do more, but lack of time is a factor. I piece and squeeze in micromillimeters of knowledge in when I can from Googling and YouTube. I haven't had much luck Googling this, because what I'm typing in the search bar isn't producing helpful results as far as I can tell.
Looking for suggestions/recommendations
We currently have a report that has a large no. of metrics, across various areas of the business. The report is largely manually compiled. For many metrics, the data is sourced from some business system, then complex calcs/transformations are performed in Excel to get the metric, which is then manually 'plugged into' the report. The report is presented using Power BI
We want to automate the extraction/calculation process as much as we can. Both to reduce manual effort as well as to remove potential for errors/manipulation that can happen due to the Excel calcs.
Because the Excel transformations are so complex, we need to somehow keep the logic that's in the spreadsheets, but want to, as far as possible, secure the source data/calcs from human error/manipulation.
I think we need to somehow integrate the Excel data extraction/transformation logic into Power BI, and, as far as possible, remove any manual intervention required. And also remove any potential for unauthorised users to change source data or calculations. I'm not sure of the best way to go about this, so I'm looking for suggestions.
Thank you
I think you have two options.
Import the data into excel using macros, then export the completed data into a new sheet using macros.
Set up a powerquery which will do all the data manipulation for you given the raw data.
You'd probably need to post a specific example if you need more help.
I am looking at formatting a report which has been automatically generated by a 3rd party system. As we have no access to the Database directly i would like to build a Macro which would format the report into a more readable format.
I had initially thought about ingesting this raw data into a database as i am pretty competent a writing the SQL queries, however i think it would be easier if someone could run this through a macro.
The initial report shows which users have attempted which training modules and their completion status.
N.b. A user may have completed a module several times, therefore will appear multiple times.
The link below is the spreadsheet with two sheets, sheet 1 is the raw data and sheet 2 is how i would like things to appear.
https://www.dropbox.com/s/p1hipx17q3mf3dm/Learning-Report.xlsx
Any help / ideas would be much appreciated as i am pretty new to the whole macro's in excel thing.
Many thanks
Ian
I am answering in the same manner the question is phrased so please bear with me...
Identify all unique employees (for rows)
Identify all unique courses (for columns)
Find all the attempts and compute
a. Highest Score
b. Status
Put the data in the second sheet.
See if the question has been precise... the answer would also be to the point.
My current employer (to remain nameless) has a collection of incredibly sophisticated Microsoft Excel 2003 worksheets (developed by contractors, also to remain nameless).
The employer is replacing the Excel-based solution with a SalesForce-based solution (developed by other contractors, likewise to remain unnamed). The SalesForce solution is also very complex using dozens of related objects and "Dynamic SOQL" to contain the data and formulas which previously was contained in the Excel-based solution.
The employer's problem, which has become my problem, is that the data from the Excel spreadsheets needs to be meticulously and tediously recreated in .CSV files so it can be imported into SalesForce.
While I've recently learned I can use CTRL-` to review formulas in Excel, this doesn't solve the problem that variables in Excel have cryptic names like $O$15. If I'm lucky, when I investigate $O$15, I'll find some metadata explaining if n cells up and/or some other data m cells to the left, and/or (in rare instances) there may be a comment on the cell.
Patterns within the Excel spreadsheets are very limited, rarely lasting more than 6 concurrent rows or columns and no two sheets which need to be imported have much similarity.
Documentation of all systems are very limited.
Without my revealing any confidential data, does anyone have any good ideas how I might optimize my workflow?
It's not clear exactly what you need to do: here are 3 possible scenarios, requiring increasing knowledge of Excel.
1. If all you want is to convert the Excel spreadsheets into CSV format then just save the worksheets as CSVs.
2. If you just want the data and not the formulae then it would be simple (using VBA) to output anything that isn't a formula (the cell.Formula won't start with =).
3. If you need to create a linkage excel-->csv-->existing Salesforce objects/SOQL then you will need to understand both the Excel Spreadsheets and the Salesforce objects/SOQL that have been created. This will be difficult unless you have good knowledge and experience of Excel and also understand what the salesforce App requires.
Brian, if you're still working on this, here's one way to approach the problem. I use this kind of process often for updating data between SFDC and marketing automation apps.
1) Analyze the formulae that you're re-creating in Salesforce.com to determine what base data fields you need (stuff that doesn't have to be calculated from something else.
2) Find those columns/rows in your spreadsheets and use Paste Special -> Values in a new spreadsheet to create an upload file with values instead of formulae that you need for each data area (leads, prospects, accounts, etc.)
3) If you have to associate the info with leads or contacts or accounts and you have already uploaded or created those records in Salesforce.com, be sure to export them with their ID numbers. That makes it easy to use the vlookup formula in Excel to match up fields that you need to add and then re-upload the data into Salesforce.
Like data cleaning, this can be a tedious process. But if you take it step by step it shouldn't be too hard. Good luck.