Data Automation with Excel

Automate repetitive tasks with VBA macros and advanced formulas. Save hours of manual work every week.

📂

Auto-Import CSV Files

Automatically import and process CSV files from a folder

VBA Code:

Sub ImportAllCSV()
    Dim folderPath As String
    Dim fileName As String
    Dim ws As Worksheet
    
    folderPath = "C:\Data\"
    fileName = Dir(folderPath & "*.csv")
    
    Do While fileName <> ""
        Set ws = Sheets.Add
        ws.Name = Left(fileName, Len(fileName) - 4)
        
        With ws.QueryTables.Add( _
            Connection:="TEXT;" & folderPath & fileName, _
            Destination:=ws.Range("A1"))
            .TextFileParseType = xlDelimited
            .TextFileCommaDelimiter = True
            .Refresh BackgroundQuery:=False
        End With
        
        fileName = Dir()
    Loop
End Sub

What It Does:

Scans a folder for all CSV files
Creates a new sheet for each file
Imports data automatically with proper formatting
Handles multiple files in one click

📊

Auto-Generate Monthly Reports

Create formatted reports with charts and summaries automatically

VBA Code:

Sub GenerateMonthlyReport()
    Dim reportWs As Worksheet
    Dim dataWs As Worksheet
    Dim lastRow As Long
    
    Set dataWs = Sheets("RawData")
    Set reportWs = Sheets.Add
    reportWs.Name = "Report_" & Format(Date, "mmm_yyyy")
    
    ' Add headers
    With reportWs
        .Range("A1").Value = "Monthly Sales Report"
        .Range("A1").Font.Size = 16
        .Range("A1").Font.Bold = True
        
        ' Calculate totals
        lastRow = dataWs.Cells(Rows.Count, 1).End(xlUp).Row
        .Range("A3").Value = "Total Sales:"
        .Range("B3").Formula = "=SUM(RawData!D2:D" & lastRow & ")"
        
        .Range("A4").Value = "Average Deal:"
        .Range("B4").Formula = "=AVERAGE(RawData!D2:D" & lastRow & ")"
        
        ' Format as currency
        .Range("B3:B4").NumberFormat = "$#,##0.00"
    End With
    
    MsgBox "Report generated successfully!"
End Sub

What It Does:

Creates a new report sheet with current month name
Calculates total sales and averages automatically
Applies professional formatting
Can be scheduled to run automatically

📧

Auto-Send Email Reports

Automatically email reports to stakeholders with attachments

VBA Code:

Sub EmailReport()
    Dim OutApp As Object
    Dim OutMail As Object
    Dim filePath As String
    
    ' Save workbook
    ThisWorkbook.Save
    filePath = ThisWorkbook.FullName
    
    ' Create email
    Set OutApp = CreateObject("Outlook.Application")
    Set OutMail = OutApp.CreateItem(0)
    
    With OutMail
        .To = "manager@company.com"
        .CC = "team@company.com"
        .Subject = "Monthly Report - " & Format(Date, "mmmm yyyy")
        .Body = "Please find attached the monthly sales report." & vbCrLf & vbCrLf & _
                "Summary:" & vbCrLf & _
                "Total Sales: " & Format(Sheets("Report").Range("B3").Value, "$#,##0.00")
        .Attachments.Add filePath
        .Send ' Use .Display to review before sending
    End With
    
    Set OutMail = Nothing
    Set OutApp = Nothing
End Sub

What It Does:

Creates a professional email with report summary
Attaches the Excel file automatically
Sends to multiple recipients (To and CC)
Can be triggered manually or scheduled with Windows Task Scheduler

⚡

Dynamic Data Processing

Process and transform data with advanced array formulas

Formula:

=FILTER(Data, (Data[Status]="Active") * (Data[Revenue]>=10000))

What It Does:

This dynamic array formula automatically filters your data to show only active accounts with revenue of $10,000 or more. The results update automatically when your source data changes - no VBA needed! Perfect for creating live dashboards and reports.

Need Custom Automation?

Our AI can generate VBA macros and automation formulas tailored to your specific workflow.