Automated Excel Sales Tracker Sheet

Each day our team records sales in a basic Excel file, then manually re-formats the numbers before keying them into SAP. I want to replace that routine with a single workbook that automates everything.

The sheet has to:
• check the correct raw data sheet attached for processing.
• check the sale order for which SAP entry already posted in system and remove them.
• check SAP codes of product/Sold to state/Bill to state with sale order data and intimate if not available so we add the same in base file before processing.
• automatically restructure those raw figures into the exact layout SAP requires, ready for copy-paste or direct upload
• generate an at-a-glance daily summary plus cumulative month-to-date results
• run built-in analysis (macros, Power Query, or formulas—whatever you judge best) to spotlight variances and trends


I already keep the data in Excel, so please stay within that environment; VBA and Power Query are both fine if they keep the file fast and portable.

Deliverables:
1. A fully automated Excel workbook with the features above
2. A dummy data set pre-loaded so I can test all functions
3. A brief, plain-language guide explaining how to add daily numbers and export the SAP-ready sheet

The file should work on the current Microsoft 365 desktop version and require no add-ins beyond what ships with Excel.