Excel VBA Report Automation
Budget: ₹1,000 – ₹1,001 INR
I have several existing workbooks that still rely on time-consuming manual steps every week. I’d like you to replace those steps with clean, well-structured VBA so I can press one button and receive a finished report.
Scope
• Report generation: the code should pull fresh data from a mix of internal sheets and a few external workbooks, merge it, and store everything in the correct tables.
• Automated formatting: once the data lands, the macro must format headings, apply my corporate colour palette, adjust column widths, and insert any required subtotals automatically.
• Charts & data visualisation: each run should end with updated charts (mostly line and bar) that sit on a dedicated “Dashboard” tab, giving me quick visual insight.
Acceptance Criteria
1. A single clickable routine (or ribbon button) completes the full workflow without manual intervention.
2. All source/target paths, sheet names, and chart types are easy to change in clearly commented sections of the code.
3. The final workbook opens with no security or reference warnings and runs on Office 365 desktop.
4. A short read-me explains how to update data locations or extend the macro to new report periods.
Please build on my current files rather than starting from scratch—I’ll share them once we chat. If this sounds straightforward for you, let me know roughly how long you’ll need and we can get moving right away.
Scope
• Report generation: the code should pull fresh data from a mix of internal sheets and a few external workbooks, merge it, and store everything in the correct tables.
• Automated formatting: once the data lands, the macro must format headings, apply my corporate colour palette, adjust column widths, and insert any required subtotals automatically.
• Charts & data visualisation: each run should end with updated charts (mostly line and bar) that sit on a dedicated “Dashboard” tab, giving me quick visual insight.
Acceptance Criteria
1. A single clickable routine (or ribbon button) completes the full workflow without manual intervention.
2. All source/target paths, sheet names, and chart types are easy to change in clearly commented sections of the code.
3. The final workbook opens with no security or reference warnings and runs on Office 365 desktop.
4. A short read-me explains how to update data locations or extend the macro to new report periods.
Please build on my current files rather than starting from scratch—I’ll share them once we chat. If this sounds straightforward for you, let me know roughly how long you’ll need and we can get moving right away.