Data Cleansing

Helped a Political Consulting Firm to complete the transfer of data from one CRM system to another. The client needed help merging files as well as cleaning up some of the data. Some data was in all capital letters, some data was stored in one column and needed to be separated into three as well as other data conversions for date formats. We were able to perform the transformation task in a fraction of the time expected allowing our client to be up and running on their new CRM system ahead of schedule.

Combined 12 months of sales activity data for a mortgage company. We worked with the client to pinpoint metrics that would be useful to highlight. The end result was a clean data sample with specific metrics showing the client the information they wanted to uncover.

Excel-based revenue tracker which allows for sales to be entered either manually or automated via distributor data export files. Supports sales exports from Shopify and Goldbely and can be customized for any CSV data file. The system differentiates between retail and wholesale orders and between different business channels, tracks customer data, and summarizes all revenue by product, by month, by payment type, by source, and by status, and compares current year performance to last year to date. VBA is used to ensure system speed, efficiency, and data validity, saving the end user hours per week in manual entry and countless headaches due to human error.

Generated individual Employee Timecards and created an Aggregate Payroll Report for a roofing company. The custom tool we wrote reads the output of the client’s time clock software to create a workbook containing time cards for each employee that properly handles lunches, per diem, over time and double time. Additionally a report showing the hours worked on each day for each job is created for their accounting department.

Excel-based model which allows the user to automatically import actual sales from pre-structured import files and also input item forecasts in a clean, structured, and validated form. This allowed data to be managed more effectively, securely, and accurately, while decreasing the time needed for updates each month and removing unneeded and incorrect information as part of their sales analysis.

Automated a Custom Elevator Company’s Work in Progress report. We created the ability for the client to upload all of their monthly job data into one single database. Then using this single location for their data, we were able to generate WIP reports for any time period for which there was supporting data.

This industrial company needed help moving their customer data from one system to another. Since they had over 20,000 customer profiles, it would have taken them weeks to get their data into an upload friendly format for the new system. They reached out to Excel Rain Man to help and we were able to get them everything they needed very quickly for minimal cost.

Added significant flexibility, accuracy, and reporting ability to the client’s original sales database. Automated the input of certain distributor monthly sales data, added validation to all manual entries, created dynamic roll-ups for accurate reporting, and built in controls to allow for easy updates each year and as new product categories and clients are added. Created a reporting dashboard to present relevant summary data to executives via dynamic charts.

Excel-based revenue tracker which allows for sales to be entered either manually or automated via distributor data export files. Supports sales exports from Shopify and Goldbely and can be customized for any CSV data file. The system differentiates between retail and wholesale orders and between different business channels, tracks customer data, and summarizes all revenue by product, by month, by payment type, by source, and by status, and compares current year performance to last year to date. VBA is used to ensure system speed, efficiency, and data validity, saving the end user hours per week in manual entry and countless headaches due to human error.

Created a tool for a Financial company to import mostly any data into Tableau. The tool we developed will allow the client to generate an import file from a standard row/column file. The tool allows for specifications of what data to import such as, columns, start row, conditional rows (if there is data in all of a specified subset of columns OR if data is present in at least one of a specified subset of columns). Additionally, the tool can automatically identify data type in each column or it allows the client to manually specify the data type if preferred. The tool will generate the ‘dummy rows’ required by Tableau for import, but that feature can be turned off as well. Additional features exist such as automatically emailing the generated import sheet, specifying replacement values for errors within the source file (#N/A, #REF!, etc.). This company uses Tableau as their primary reporting and data analysis engine. With the transformation tool we developed, they are able to easily upload many data files with various structures at any interval they desire.

Convert Excel data files into a QuickBooks import structure

We conducted a series of Webinars for training around a task that needed to be completed by the company. We assisted, demonstrated and trained the client on merging the data located in two separate files. The client was able to both accomplish a work task and learn useful on the job Excel skills at the same time.

Developed a reformatting and restructuring tool for a Storage & Transportation company’s Monthly Invoice. We took a report with all of the Storage & Transportation company’s invoicing data in one sheet and reformatted it to be separate sheets for each client with subtotals. The tool separates clients into their own tabs, provides subtotals by charge types and eliminates unnecessary rows. The stand alone Excel tool takes an Excel document as the input file and reformats it, saving as the same file name. Each tab of the new workbook can be printed or emailed as needed. This replaced a lengthy manual process saving the client hours of time on a monthly basis.

Audited a customer’s workbook and fixed an identified runtime error

Audited a customer’s workbook and fixed an identified runtime error

This industrial company was interested in creating a new and improved way for their sales staff to input their data into a spreadsheet that made it easier to maintain and analyze. The main problem was that they were using several different workbooks that each had to be individually maintained. We were able to develop a customized routine that took out their manual processes and connected the workbooks together.

Created a Mass Tort Litigation Tool which classified incident types per claimant over time to depict various scenarios for settlement values based upon insurance coverages available

Created a template for inputting Reinsurance Treaty Details on a per contract basis. The template includes varying functionality for Quote Share, Excess of Loss and Aggregate Stop Loss Treaties along with a robust database of Reinsurer Names and their corresponding Groups, Domiciles, Syndicate #s, and FEIN #s. User does not need to have any Excel knowledge to enter information in this template. Other key features of this template include: ability for the client to update dropdowns and change any parent names post acquisition, pushing out updates to all users via a google spreadsheet, printer-ready summaries for Letter, A3 & A4 paper at the push of a button and automatically converting original currencies to US $ based on the conversion rate at the effective date of the treaty. This is done via web scraping the rates from oanda.com.

This tool allows insurers and reinsurers to upload all completed Reinsurance Treaty Templates. The tool then produces 2 large data sets and corresponding PivotTables for the user to aggregate and slice the information themselves along with a sophisticated dashboard including canned reports that can be easily altered by Broker, Reinsurer, Treaty Type, Line of Business, and so forth.