Customized user forms, tools, automation, and dashboards

Data Visualization/Dashboards​

Excel Corona Dashboard
COVID-19 EXCEL DASHBOARD
Power BI Interactive Dashboard
POWER BI SALES DASHBOARD
Excel Dashboard for Production complete overview
EXCEL PRODUCTION DASHBOARD
QUALITY DASHBOARD
QUALITY DASHBOARD
OTHER DASHBOARD
HOTEL FEEDBACK DASHBOARD
HR DASHBOARD
OTHER DASHBOARD
OTHER DASHBOARD

VBA Automations

Send Emails Automatically in excel
Send Emails Automatically in excel to 500+ email addresses
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.

Collate data from more than 100 files
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.

Import data from MS word tables in Excel
Import data from MS word tables in Excel

Objective – There is one Word document having approximately 1000 pages with 1500 multiple tables on different pages. The objective is to get all those tables data in Excel file with 100% accuracy.

Pre implementation – My client used to open the doc file, visit all 1000 pages, and copy all the tables from all pages as per their requirement. Once he copies all tables, another person will review or audit all data tables again by visiting the whole doc file which takes almost a day to prepare the excel file from doc file.

Post implementation – We have created a macro which automatically pics the doc file and start copying the data from all the tables and paste it into excel file. Since it is no more a manual process, therefore there is no need for an auditor to review / audit the file.

Create bulk Quotation automatically
CREATE BULK QUOTATION AUTOMATICALLY

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.

Validate PDF & Excel Data
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 PDF salary slips automatically
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.

Excel/VBA Tools

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.
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.

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
Marketing Tool
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.

Track updations in excel
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.

Loan Amortization
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.