Automate Excel Report

[H.H]

Dears,

Do you know any software that could help (non-programmer)
to automate their daily Excel reporting:

like calculating maximum values, then make a forumla to calculate success rate and add comment based on cell values specific ranges

 

[NARAYANK991]

Hi ,

Have you tried this :

https://www.formuladesk.com/

Narayan

 

[H.H]

Thanks it's interesting tool
however I'm looking for tool to allow me easily automate my excel complete work from Auto [row data preparation, pivot tables, formula calculations, adding comments, draw final charts and adjust its properties]

as we are doing this daily or weekly in my work

*if any one know tools could help for excel automation
without need of programming skills
Kindly advice, I will be very grateful

 

[NARAYANK991]

Hi ,

Google throws up some results :

1. http://www.automateexcel.com/excel-automation-software

2. http://www.enablesoft.com/excel-automation/

3. http://www.toadworld.com/products/toad-data-point

All are paid for products.

This is a DIY :

http://www.brainbell.com/tutorials/ms-office/excel/Automate_PivotTable_Creation.htm

My opinion would be that you don't need an automation tool for Excel , especially if your application is not going to be used by more than a few people.

An application needs to designed properly , and once this is done , maintenance is either not needed or minimal.

Designing the application needs a detailed listing of all data inputs , how data entry is to be done , how it is to be validated , how and where it is to be stored , whether or not editing is to be allowed , what kind of outputs are required , how these outputs are to be derived from the input data , and so much more.

Automating this is not so easy , and most automation is restricted to deriving reports from data which has been organized in a particular format. Automation will also ensure that data entry follows the pre-defined format.

So either you take software which is already available and see if your usage can be within its constraints.

Software which allows you to define your own formats and constraints is not so easy to come by ; I am not sure that this will be available in an Excel worksheet.

Narayan

 

[Chief Ace]

Hi ,

Have you tried this :

https://www.formuladesk.com/

Narayan

Hi NARAYANK991,

I visit the website that you have recommended and it was pretty interesting. I'm thinking of downloading the add ins but I have some questions:

Is it safe to download?

Is Microsoft knows about this add ins?

Did you hear or see anything good/bad about this program?

I greatly appreciate your help.

r/
Chief Ace

 

[NARAYANK991]

Hi NARAYANK991,

I visit the website that you have recommended and it was pretty interesting. I'm thinking of downloading the add ins but I have some questions:

Is it safe to download?

Is Microsoft knows about this add ins?

Did you hear or see anything good/bad about this program?

I greatly appreciate your help.

r/
Chief Ace

Hi,

Can you name the add-in you are thinking of downloading ?

Of course , I do not use any of the products whose links I posted , so I cannot vouch for their power or efficiency , but this is something you should be able to find out from them before you invest in their product.

Narayan

 

[Gareth Hayter]

Hi Chief Ace

If you are referring to the FormulaDesk add-in, then I can assure you that it is safe to download - I am the creator of FormulaDesk.

Whether or not it meets your needs - you'll need to decide

Please let me know if you have any questions, or if I can help you in any way.

Kind regards,
Gareth.

 

[Chief Ace]

NARAYANK991 and Gareth Hayter:

Thank you for the feedback from both of you. Glad that you guys are making work easier for other people who's still pretty much learning this program.

Cheers!!!

Chief Ace.

 

[XLPadawan]

I used Excel to do my monthly operational performance reports. It used to take me most of the month to complete the reports covering the previous month. Each month I would automate a little more of my analysis and charting until I could open my new data file, then open my Excel spreadsheet, then save and close my SS. Getting my data input files refreshed took me 2 to 3 days. Opening my spreadsheets one by one to allow them to ingest the new data and update the charts and tables usually took half a day. A month's work completed inside of 4 days left me lots of free time, which I usually used to help colleagues with their reports. If you're interested, I could work through the process with you to automate your reports.