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automations

Data Visualization/Dashboards​

COVID 2019 Excel Live Dashboard

COVID-19 Excel Dashboard

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COVID-19 Excel Dashboard

Pre-Implementation: One of the Excel-based dashboards that we have developed for one of our clients is COVID-2019. On this dashboard, we are displaying visualisations of data from over 200 countries, based on the number of people in each country who were affected by COVID.

The data on the dashboard is linked from the worldometers webpage, so the dashboard automatically refreshes itself in every 10 minutes. This indicates that the dashboard is dynamic.

We are showing different numbers like –

  • Total Cases, Total Deaths, Total Recovered Cases, and many other statistics.
  • Top ten countries with the most active cases
  • Top 5 countries with the most cases
  • Top 5 countries with the highest death rate
  • Top 25 countries with the most active cases in the last 24 hours
  • Displaying a list of countries with total test scores that exceed the benchmark

There is a country filter where the user can select a specific country and the dashboard will only show data from that country.

Benefits:

  • Automatically refresh every 10 minutes.
  • No manual intervention as data is coming directly from the website.
  • Summary of 200+ countries' data on a single page
  • Attractive, interactive, appealing, and dynamic dashboards.
Power BI Interactive Dashboard

Power BI Sales Dashboard

Real time Excel Production Dashboard

Excel Production Dashboard

Company Excel Dashboard

Company Health Dashboard

Hotel Feedback Excel Dashboard

Hotel Feedback Dashboard

Company Health Excel Dashboard

Quality Dashboard

Excel Sales Dashboard as per segments

Sales Dashboard as per Segments

Detailed HR Dashboard in Excel

Detailed HR Dashboard

Complete Sales Dashboard in excel

Complete Sales Dashboard

VBA Automations

Total Detail Load Excel VBA Project

ARKI Census Project

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ARKI Census Project

Pre-Implementation: There is a master sheet that contains raw data from thousands of employees in 13 different columns. Because this is raw data, the user must manually check each entry to see if it contains correct data based on various conditions or not. Once the data validation is complete, the user will copy the specific column information and manually paste it in 10 different sheets in various formats, which is a time-consuming task. One of the challenges is that as the number of employee data increases, the user will need more time to complete this task.

Post-Implementation: To solve the problem, we added 3 automation buttons to the project:

  • Data Validation: This automation validates the data in 13 different columns of the Master sheet based on specified conditions or checkpoints and displays the number of errors in each column. So that the user can correct those values.
  • Export Data: Once the data validation is complete and no errors are found, the user can export the data from the master sheet to 10 different sheets in specific columns and formats by clicking this button.
  • Clear Data: This automation removes all the existing data from the 10 different sheets.


Benefits: The benefits of using this automation are as follows:

  • Dynamic Automation: As the number of employees' data increases, the automation incorporates that information as well.
  • Save Time and Money: It used to take 3 days to complete this task, but now it takes less than 60 seconds. If time is saved, obviously money is saved as well.
  • No Errors: There are very few chances of error because the task is completed automatically.
  • No technical knowledge required: There is no need for a technical person to see each entry because anyone can run this automation by simply clicking on a button.
Excel based CRM for Taxation project

Excel CRM for taxation

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Customer Relationship Management (CRM) for taxation

Pre-Implementation: The client has a team of 15 employees who offer a variety of services to their clients, including company registration, MSME registration, GST filing, GST registration, and many others. They get new clients from a variety of sources, including their website, social media platforms, client, or friend referrals. They were keeping the data in multiple excel files as different employees worked on it, which caused confusion about which employee was working on which project, as well as not being able to track when and with whom the follow-up was required, how much payment was received, and how much was pending. As a result, the client requires a platform where all these activities can work together, and data can be saved directly on the server to ensure its safety and security.

Post-Implementation: We have created a small CRM in Excel with multiple features at various stages.

Because the data is directly saved on the server and retrieved from their only, multiple employees can work on this Excel-based CRM tool. This tool records the user's login and logout details automatically. It is divided into five stages, which are as follows:

Stage 1: New Lead - It opens a user form in which the user enters information about the new lead such as Lead Name, Address, Website, Company Name, Mobile Number, Source Type, Assigned To, and so on. Finally, the user can enter the new lead's information into the system.

 

Stage 2: At this stage, the user can easily view the existing clients' follow-up list for the next three working days. If they need more follow-ups with the client, they can also add future follow-up dates, and the tool will give an alert of the follow-up dates.

 

Stage 3: The client can now check the payment status of their existing clients. At this stage, the user can only update any of their clients' partial payments. Similarly, users can see what documents have been submitted from the client side and what are still pending.

Final Stage: So far, we've been discussing the tool's front end. At this point, if the user is confident that the lead has paid and their client has shared their completed requirement, they can convert that lead into a customer, which will be assigned directly to the backend team.

Benefits:

Multiple users can work together

  • Data will be saved directly on the server
  • Easy Management of the data
  • Streamlined process, everyone knows their role
  • Easy tracking of Payments, Documents and follow-ups.
Feed Budget Report - Excel based macro report

Feed Budget Report

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Feed Budget Report

Pre-Implementation: Dairy cattle farming is one of the best agricultural businesses in Australia. The client has 9 different types of cows. The client was manually entering data into different excel sheets, updating formulas manually when new data entered, calculating monthly feeds, and many other tasks. This was consuming a lot of time and causing errors because a lot of manual activities were required. The client has all the data, but it is in an unstructured format. As a result, he has no idea how to manage this information, which comes from various excel files. The client is trying to figure out the number of animals (cows) that must be fed, the monthly feed demand for each animal, the total feed surplus or deficit each month, and the milk production/growth targets.

Post-Implementation: To solve the problem, we have done the automation in excel which have the following features:

  • We have developed an Excel tool in which the user is required to enter the data in only a single sheet, and all the required reports are automatically generated with the click of a button.
  • The tool is dynamic in the sense that if the user wants to add or delete any new or existing feeds in the library sheet, those changes would be reflected in the other Ration reports in the appropriate manner.
  • The reports will indicate in which month there is a shortage or surplus in the feed based on the number of cattle that were counted.
  • We have included a button that, when clicked, enables the user to hide the blank rows that are not currently being used.

 

Benefits:

  • Time and Cost Saving: There will be no manual efforts; the reports will be generated automatically, saving both time and money.
  • Multiple Reports: Instead of working on one report at a time, multiple reports will be generated at once.
  • Get alert for Surplus and Deficit Feed: This Microsoft Excel tool alerts the user when there is a feed deficit or surplus for specific cows.
Send Emails Automatically in excel

Send Emails Automatically to 500+ clients

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SEND EMAILS AUTOMATICALLY

Objective – To send emails to many people with different context and multiple attachment files.

Pre implementation – Our client drafts emails attach different files manually which needs to be send to many people, so lot of manual work.

Post implementation – Client needs to fill the below given screenshot template in excel and click on “Send an Email” button.

Import data from MS word tables in Excel

Total Detail Load Project (Word Doc + Excel data)

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Total Detail Load Project (Comparison of Word Document and Excel data)

Pre-Implementation: There is one Word document with approximately 1000 pages having 1500 multiple tables on different pages. The goal is to get all the data from word document tables into an Excel file so that it can be compared to other data that is already in an Excel file.

The client used to open the doc file, go through all 1000 pages one by one, and copy all the tables data into excel from all pages as needed. After he copies the data, another person will review or audit some of the entries just to make sure that the correct entries has been copied. Then finally do the comparison of Excel and Word document data which takes almost 2 days to complete the task.

Post-Implementation: To solve the problem, Mdata Finnovatics added 3 automation buttons to the project:

Step 1: Total Load – The macro asks the user to select the work document at this point. The macro should then open the Word document and visit each page individually. The automation determines which page contains a table and then copies and pastes the data from each table into the Excel file. The summary of the word document has been created in one of the sheets in excel.

Step 2: Detail Load – At this point, the macro asks the user to select the other Excel file containing comparison data. The data will be imported into a new sheet that will be created.

Step 3: Final Output – In the final stage, the automation compares the data received from the word document in step 1 with the data extracted from the excel file in step 2 and generates an appropriate summary.

 

Benefits:

  • The task now takes less than 2 minutes instead of 2 days.
  • Integration of Excel with Word Application
  • Accurate Results
  • No need for a sample check by the reviewer

 

IBR Salary Project - Excel VBA project

IBR Salary Project

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IBR Salary Project

Pre-Implementation: The client is a labor law compliance and manpower outsourcing company. They have over 500 employees who have been outsourced. They keep track of each employee's data in Microsoft Excel. They pay all employees on their payroll, generate their salary slips into PDF format, and then send an email to each employee with their salary slips attached. The challenge is that they are performing this entire task manually, generating over 500 pdf files and sending emails to each employee separately, which takes approximately 3 days.

Post-Implementation: To solve the problem, we added 4 automation buttons to the project:

  • Save Salary Slips: Through this automation, each employee's salary slips are generated in the pre-defined PDF format based on the data provided in excel, and an email is sent to each employee separately attaching their pdf salary slips.
  • Send Emails: If the user wishes to send the salary slips again, he can do so by clicking on this automation.
  • Create ESI Data: This automation generates a complete ESI data excel file that contains only the information of employees who are eligible for the ESIC amount. This excel report is created so that the user can upload it to the online portal.
  • Create PF Data: This automation generates a complete PF data excel file that contains only the information of the employees for whom the PF amount was deducted. This excel report is created so that the user can upload it to the online portal.

 

Benefits: The benefits of using this automation are as follows:

  • Time Saving: Previously, the client completed this task in about 3 days, but now it takes less than 60 seconds.
  • Easily Scalable: Create salary slips for other employees easily if they add any.
  • Linking of Applications: We are integrating Excel and Outlook to send emails automatically.
  • Less chances of error
  • Save employee cost
Create Salary slips PDF Automatically in excel

Create PDF Salary slips Automatically

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CREATE SALARY SLIP PDF AUTOMATICALLY

Objective – Client have a list of more than 500 employees data in Excel whose salary slips he has to create manually.

Pre implementation – The client opens the excel file, enter each employee’s data into predefined salary slips format and then save the copy in PDF format. After that he send the salary slip copy to each employee via email. Same process he follows for all the 500+ employees which takes approx. 3 days’ time.

Post implementation – We have created an automated file where the client must click on a button based on which all 500+ employee salary slips get salary in a folder in PDF format and email automatically triggered to the specific employee with their salary slip copy. The complete process takes less than a min where previously he was spending 3 days’ time.

Collate data from more than 100 files into 1 Excel spreadsheet via VBA macro

Collate data from more than 100 files

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COLLATE DATA FROM MORE THAN 100 FILES

Objective - There is one master file (sheet) which needs to be consolidated by pulling data from other 100 client excel files. Each excel file contains 2 sheets which needs to be appended, client wise.

Pre implementation – My client used to open all 100 files manually one by one, copy the data from source files and paste it into master file one by one. Chances would be to skip any excel file or may be data wrongly copied and pasted by doing manual work. And it takes approximately whole day for a professional who is working daily.

Post-implementation – We have automated this process. Now they must just save all those 100 files in a folder and press a button. Within a minute’s time, all the work gets completed.

Validate PDF & Excel Data

Validate PDF & Excel Data

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VALIDATE PDF AND EXCEL DATA

Objective - There is a PDF file of around 250 pages with approx. of 1000’s Purchase Order (PO) details and same PO information is given in of the Excel file. The purpose of this Automation is to validate the Excel data with the PDF file.
Pre implementation – It was very lengthy process as my client used to open the Excel file and match all the data from the Excel file with the PDF file which have 1000’s of PO numbers. It was very time-consuming process because every PO had to search manually and also to note down the missing information from the PDF file to the excel file.

Post implementation – We have automated the complete process. Now the client only must click on a button which ask for the PDF file and Excel file. After selecting the files, the automation will be completed within 60 seconds which generated the final Excel file stating which PO numbers are matching and which are not as shown in the screen sort.

Create Bulk Quotation Automatically in Excel

Create Bulk Quotation Automatically

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CREATE BULK QUOTATION AUTOMATICALLY

Pre-Implementation: The goal is to automatically generate bulk quotations in pdf format based on the data in the Excel file and share the quotation with their respective customers.

The client opens the excel file, enters each customer's information such as name, address, GST number, PAN number, date, project description, and so on into the predefined quotation template, and then creates and saves a copy in PDF format. He then emailed a copy of the quotation to each customer. He goes through the same process for multiple customers every day, which is a monotonous and time-consuming task.

Post implementation: We have developed an automated excel file in which the client simply needs to click on a button for all customers' quotation copies to be generated and stored in a particular folder in PDF format (Shown image is the sample of the quotation PDF format). The automation programme sent an email to the selected customers with a copy of their quotation attached, and the email was automatically triggered. The entire procedure takes less than a minute, whereas in the past he was spending a significant amount of time daily.

 

Benefits:

  • Prepare all quotations in less 15 seconds.
  • Emails are sent automatically. Clients receive quotations on time.
  • Accurate Results
  • Saves Time and Money

Excel/VBA Tools

an Excel-based application that communicates directly with the server, and the database is Microsoft SQL Server

PSNS TBE Tracking Application

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PSNS TBE Tracking Application

Pre-Implementation: The customer works in the petroleum and natural gas industry. Its operations consist of the production of oil and natural gas, as well as their transportation, processing, and marketing. Most of the participants in this project are people who work in engineering. The customer desires that all 100 of their employees in the same department be able to collaborate on this application while maintaining limited access to the data based on their respective roles. Additionally, the client desires that the data must be safe and secure.

Post-Implementation: We developed an Excel-based application that communicates directly with the server, and the database is Microsoft SQL Server. The user/employee can begin by opening the application, entering their credentials, and then proceeding if the credentials match. Multiple users can work on the application at the same time, with each having limited access based on their role. We created a common dashboard for each employee, but the visualisations only appear for the employee who logs in. So, he can see how many projects he worked on, the trending of the last six months, the status of various projects, and much more.

Users can add project details to the server, update or delete existing bids or clarifications, perform advanced quick searches based on different categories/headings, and export data into Excel based on the quick search.

 

Benefits:

  • Approx 100 users can work together
  • Data will be saved directly on the server
  • Limited access to the users depending on their roles
  • Easy Management of the data
  • Streamlined process, everyone knows their role
This is one of the tools designed to input the data via user form.

This is one of the tools designed to input the data via user form

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ORACLE INVOICE FORM

This is one of the tools designed to input the data via user form. It has the following features:
1 – Data is to be entered through user form. So, no back dated entries can be possible.
2 – Some fields will be auto-populated based on the selection (Like – Services, Location, Supplier Number, Supplier Site will be auto-populated once Supplier Name select)
3 – There is an option to generate the pdf or give the print of the data given in the form.
4 – The few fields are auto-calculated like – Invoice Amount, GST Amount, TDS, GST recoverable and non-recoverable amounts.
5 – Digital Signature also saved in image form.

Mdata created an automated file where the client must click on a button based on which all customers quotation copy is created and saved in a specific folder in PDF format

Marketing Tool

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TAXHINT INDIA

Objective – Client have a list of more than 1000 customers data in Excel    whose quotations he has to create manually.

Pre implementation – The client opens the excel file, enter each customer details like – Name, Address, GST Number, PAN Number, Date, Description of the project, etc into predefined quotation template and then create & save the copy in PDF format. After that he send the quotation copy to each customer via email. Same process he follows for multiple customers on daily basis which takes lot of time.

Post implementation – We have created an automated file where the client must click on a button based on which all customers quotation copy is created and saved in a specific folder in PDF format (Below image is the sample of the quotation PDF format). The Automation automatically triggered the email to the specific customers attaching their quotation copy. The complete process takes less than a min where previously he was spending huge time on daily basis.

LOAN AMORTIZATION tool based on parameters in Excel

Loan Amortization

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LOAN AMORTIZATION

This is a Loan amortization tool which we made for one of my client for banking purposes. This tool helps to calculate the periodic installments (Monthly, Quarterly, Semi Annually, Annually) of fixed term loans for any specific time-period with any specific rate of interest after down payment deduction. This tool does not only show you the periodic instalments but also shows the loan amortization schedule, which helps to know following things – Count of total instalments, Payment date of every instalment, Principal and interest amount of every instalments, Remaining principal amount after instalments deduction. This tool is so user friendly that the user can get immediate results just by providing inputs of their requirement in the tool.

Department Tracking Dashboard in Excel

Approved Amount Dashboard

Track updations in excel

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CHANGE UPDATIONS TRACKER

This tool has been created for one of my clients who was not able to track the changes done in excel files. It has following features:
1- Tool can calculate how many times changes has been done in the excel file.
2- Helps to know who has done the changes.
3- Helps to compare what was the actual value and what is the current value.
4- Specifically track the changes of each cells of the excel file.

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