🚀 Automated Data Splitting & Report Generation using Excel VBA Manually filtering, copying, and ...🚀 Automated Data Splitting & Report Generation using Excel VBA Manually filtering, copying, and ...
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VR Mohd's avatar
VR Mohd Matheen
• 1d
🚀 Automated Data Splitting & Report Generation using Excel VBA
Manually filtering, copying, and saving master datasets into individual rep reports is time-consuming and prone to human error. I designed and implemented a custom Excel VBA automation solution that automates the entire process in just one click.
📌 Project Overview
The objective was to take a consolidated master sales report containing transaction records for multiple salespersons and automatically split the data into individual Excel workbooks for each team member.
✨ Key Features & Technical Highlights
Dynamic Data Extraction: Uses VBA Scripting.Dictionary to dynamically identify unique salesperson names from column C without requiring hardcoded values.
Automated File Management: Automatically creates a dedicated output folder (\Salesperson Files\) if it doesn't already exist.
Sanitized File Naming: Includes a helper function (CleanFileName) to replace illegal characters (such as /, \, ?, *) with underscores to prevent file save errors.
Clean Formatting & Auto-Fit: Preserves column headers, applies data filters, copies visible cells, and applies AutoFit formatting on newly generated workbooks (.xlsx) before saving.
Performance Optimized: Temporarily disables ScreenUpdating and DisplayAlerts for faster macro execution and seamless user experience.
🛠️ Tools & Technologies
Language: Excel VBA (Visual Basic for Applications)
Methods Used: AutoFilter, Scripting.Dictionary, SpecialCells(xlCellTypeVisible), File System Manipulation (MkDir, Dir)
📈 Impact & Results
100% Elimination of Manual Work: Reduced hours of repetitive filtering and file creation down to seconds.
Data Accuracy: Ensured each rep receives strictly their own filtered data without risking manual copy-paste errors.
Excel VBAAI AutomationMicrosoft Copilot Studio
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