Why Do You Need Excel Macros & VBA?
Do you have common tasks that you perform over and over in Microsoft Excel? Do you often apply the same combination of formats, or do you receive data every week or month that you organize and analyze the same way every time?
If you perform a task repeatedly in Microsoft Excel, you can automate the task with a macro. A macro is a series of commands and functions that are stored in a Microsoft Visual Basic module and can be run whenever you need to perform the task. With Excel Macro and VBA you can combine all of the steps in a task into a single command.
Microsoft Excel is used in a very large number of companies, because it is in certain cases an ideal tool for processing data. The fact that almost everyone nowadays knows how to use Excel or can learn it in a few hours adds much to its popularity.
We specialize in application development using the Microsoft Office suite with a focus on Microsoft Excel. We have over 9+ years of experience in developing Excel-based applications for a wide variety of clients worldwide, including some of the world's largest corporations.
In this document we showcase our Microsoft Office Excel Automation case study with our solution proposition and tangible benefits derived to our customers.
Excel Automation Service for Finance and Equity research Firm
CLIENT
Our customer is a large financial and equity research firm in USA and provides software analytical tools, proprietary data feeds, and equity research services that help investors make better investment decisions through application of the firm’s proprietary.
Our Customer uses multiple financial models to predict and anticipate stock movements, financial performance, economic profit and wealth creation on over 15,000 global companies. This organization has large portfolios of Corporate Assets. The data pertaining to these assets need to be maintained in Microsoft EXCEL file.
This case study illustrates how we created an Excel Automation application with Financial Modeling, Automated Financial Systems Charts, Dash boards, Financials and Statistics using Microsoft Excel and Visual Basic Application (VBA).
THE CHALLENGE
The client needed to create an Excel Automation Application so that their customers would be able to analyze and visually represent the huge amount of historical financial data of the companies worldwide. Following challenges were introduced:
- Analyzing and Managing complex data
- Use efficiently key Excel functions to construct sound financial forecasting models.
- Developing dynamic models using Excel
- Equity Valuation models implementation
- Generate comprehensive high quality reports
- Connectivity of excel with the data base
- Customized toolbar development
- Charts Interactivity
- Multiple Versions handling
THE SOLUTION
We proposed Design and development of a bespoke application using Microsoft Excel and Visual Basic Application (VBA) with the following features:
- Dashboard creation.
- Security - Based on Role assignment, only authenticated user can access the data.
- Audit Trails- Automatic tracking of the changes done by the users.
- Fast, Robust and Reliable system
- SQL Driven Approach - Data will be maintained at the centralized location
- Copy, Paste the data from any external source
- Creation of complex charts and graphs
- Standardized Reports - System generated auto triggered emails based on workflow.
- Advanced Data Validation
- Automated Emails - System generated auto triggered emails based on workflow.
- Add-ins
- Workflow Status Monitoring
- Role Based delegation- Assign multiple role for a single user.
TECHNOLOGIES
- Microsoft Excel
- VBA
Sample Dashboard View:
RESULTS & BENEFITS
- Provide self-service capabilities to end users increased by 95%
- Reducing the human component in data analysis increases consistency and repeatability.
- Complex data processing performed manually reduced by 100%
- Good ROI.
