Annual Top 10 Excel Automations

Each year we get to work on hundreds of Excel projects with our Clients. Some of the most interesting projects involve automating Excel tasks using VBA macros. We had some fun looking back at the most interesting and creative Excel automations from this past year. Here is our 2017 Top 10 List:

#10 - Google Earth Plotting

Excel was used to automate the placement of hundreds of Google Earth "pins" on demand based on a selected list of addresses. Excel VBA code first used Google Maps to determine the latitude and longitude of an address. VBA then pinned the coordinates and key data to Google Earth.

#9 - Dropbox Consolidation

How do you summarize and analyze Excel files stored in hundreds of Dropbox folders? Excel VBA is one efficient way to get the job done. VBA was used to open each Excel file found in each folder and record key information on a summary report.

#8 - Portfolio Randomizer

The task was to allocate a page full of investments in an equitable manner to 5 partners based on 8 performance criteria. Not an easy job for a human, but a clever bit of VBA code was able to determine the most equitable combination in no time at all.

#7 - Fuzzy Match

If you've worked with the Excel VLOOKUP or MATCH functions, you know that exact matches of text data allow you to bring various data sets together. But what if the match is not exact? This macro was written to find the closest match in a list using character by character matching and match scoring.

#6 - QuickBooks Conversion

Where do you turn if you need to convert accounting systems for dozens of companies from QuickBooks to another accounting system? We worked with our client to develop an automated process using Excel VBA. Each QuickBooks transaction was processed based on a set of conversion rules.

#5 - Dual Serial Feeds (USB and Bluetooth)

Excel can be used to read serial port inputs. This is often used for bar code scanners as one example. In this case, we developed a set of macros that processed feeds from both a USB port and a Bluetooth port simultaneously.

#4 - From Raw Survey Data to PowerPoint

This time saving macro imports customer survey results and automatically converts the data into a 40 slide PowerPoint presentation rich in charts and analysis. VBA can be used to automate tasks throughout the entire suite of Microsoft Office products.

#3 - High Volume Stock Analysis

Excel is often used to maintain stock portfolios and analyze metrics related to each stock. In this case, dozens of complex computations needed to be performed on thousands of stocks. We turned to VBA to automate this process. Stock data is retrieved directly from the internet for analysis.

#2 - Production Schedule with MRP

Many of our projects each year involve the analysis of manufacturing operations. In one case, we worked with our client to develop a highly automated workbook which is used to schedule production. Based on this production schedule, the multi-level BOM is used to run MRP calculations for the plant.

#1 - Excel w/ SQL Server Database on Azure Cloud

When a client's Excel data grew to include over 500 Excel files at about 10MB each, it was time to move to a database. We built a SQL Server database on Microsoft Azure Cloud to store the data. Excel is still the application "front end" and we use VBA to read and write directly to the database.

Brian Busscher is CEO at Thesis Technologies, a custom software solutions company based in Holland, MI. Learn more about these business technologies by visiting thesistech.com.

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