Client: Technical Billing
Platform: MS Excel
Delivery Date: August 2015
Project Description: Manager would like automation of monthly financial report preparation.
Features: On open, macro changes workbook to read only (so changes cannot be saved over template). Manager pastes data table of variable size into worksheet and runs macro. Macro creates monthly total row, current month comparison to average row, percent variance to previous month row, total by category column, average by category column, current month versus average column, current month versus previous month column. It formats header rows and total columns for readability. It then deletes the “Report Instructions” worksheet with the macro button so the report cannot be accidentally overwritten.