When it comes to Excel, if a business is relying on manual processes then it’s not running as efficiently as it should.

But by focusing on macros for Excel automation, you can make light work of labour-intensive repetitive tasks, such as invoice and quotation generation. It not only makes life easier, it makes business processes better.

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The Possibilities of Excel Automation

We speak to countless managers and Excel users who are looking for an effective, lightweight Excel automation system that removes the long-winded procedures involved with inputting and analysing data manually in Excel. Not only is the manual approach extremely tedious, it also eats into an organisation’s valuable availability of resources and leads to a much higher risk of human error, not only from not having automated error-handling, but from boring manual tasks naturally leading to a loss in productivity. This is the case for all businesses, regardless of their size or sector.

Excel automation is the logical solution, but businesses often struggle to make this transition, particularly without any prior experience of automating key processes or large data-sets within important spreadsheets – such as optimising years of historic data through automated data importing.

While macros for automation can open up a world of opportunities, if automated processes aren’t deployed effectively in the first instance, this can cost a business more time and money to fix further down the line.

Those who are familiar with using Excel for sales or payroll activities will know the laborious nature of compiling and converting datasets from disparate sources all too well. By automating this process so that Excel automatically applies particular styles or formatting, or converts text files, a business can greatly reduce the amount of time and energy spent on importing data from various databases. This combats the previous problem of inaccessibility when sharing data, as you can automatically generate data to numerous formats such as CSV & PDF files.

Let’s say an IT manager wishes to mine a large dataset to pluck out key trends and highly pertinent information for a company presentation. The process of doing this manually can take hours, if not days. Automation can help to compile and highlight important trends that are based on the specific criteria that the IT manager has set. Excel Error-Handling Automation – Manual processes that require a person to routinely input data every day, week or month are a catalyst for error. Regardless of how proficient an individual is at any given task, when it comes to the accurate management of data their level of accuracy will always be lower compared to that of a sophisticated automation process.

When managed correctly, Excel has the capability to produce informative summaries by pivoting a dataset in a particular way. Automating a workflow that formats and filters values is a great way to create a quick report in a matter of seconds. The beauty of the automation process is that, once in place, it can be repeated as many times as necessary.

Ensuring Accuracy with Excel Automation

If you’re not sure how to deploy an effective Excel automation strategy that works for your operations, or have no prior experience with Visual Basic for Applications (VBA), it’s best to seek expert advice before setting any processes in motion.

Although the VBA programming language is very intuitive, it requires the right skills to get the most out of it – especially when it comes to writing robust macros and creating custom Excel automation processes.

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Case Studies

Egencia’s Sales Prospecting Tool2019-03-13T20:30:30+01:00
Independent Thinking Group’s Print Comparison Pricing Matrix2019-03-13T20:32:10+01:00

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