Automated Reports In Excel

Automated Reports in Excel 

5.9 min read|Last Updated: April 12th, 2024|Categories: excel|
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Excel has always been a convenient and functional tool for businesses. Many companies intend to use this application for their financial reports because it can easily calculate data and provide desirable results. The most important thing that this powerful tool can do is the ability to return automated reports with the help of other programming languages. Here are some methods that you can use to perform Excel automation. 

What is Excel Automation?

First of all, we’ll briefly examine what Excel automation can do for your business. 

There are times when you need to have reports of a dataset that is huge and complex. It may take time, money and effort to create a report on such a dataset, especially when it should be done repeatedly. So, for repeated processes, it’s better to have automation. Therefore, you won’t need to repeat the same task over and over each time you want to produce a report. That’s the most helpful part of Excel automation. 

Moreover, Excel automation not only helps you quickly render complex tasks but also gives you an accurate report. If you want to do this manually, you may encounter some errors. However, if you leave it to Excel, you will see a more precise, fast and accurate report. 

In this blog, we intend to discuss five methods and tools used to automate reports in Excel. We’ll start with VBA because it’s the basis for task automation.  

How to automate Excel reports with VBA?

One of the easiest methods of automating reports in Excel is by using VBA. The advantage of using VBA over Python is that it’s integrated into Excel. Therefore, you won’t need to install any other applications. All you need to do is to activate VBA in Excel and start to work with it. The process is very easy. 

  1. Check the Excel menus to see if there is any Develop tab available. If not:
  2. Right-click on the ribbon and choose “Customize the Ribbon”.
  3. A window opens where you can select what you want to display on the Excel ribbon. 
  4. There are two lists on this window; follow the list on the right side and select Developer
  5. Now by clicking OK, the Developer tab appears on the Excel ribbon. 
how to add the developer to the Excel ribbon
Figure 1- Excel Automation using VBA

After adding the Developer tab, you can work with VBA codes inside the Excel worksheet. But before we start to write the codes, we need to create a data set on Excel and know what our plan is and what report we want. 

Assume that you have a data set of the products in your warehouse, this dataset contains different information, such as product name, entrance data, number of products, number of orders, and so on. 

You may need a monthly report about how many products have been sold or how many products have been sold on an exact date. Since this report will not change from time to time, the best option is to create an automated report to avoid any repeated process. Therefore, anyone you hire for this job only needs to input data and won’t need to be an expert in this area.