Excel Automation with VBA

Want to save time and money by automating regular tasks or reports in Excel?

Our VBA experts build custom solutions that allow for workflow automation using Excel. Pull
data from Excel, Flat Files, CSV, XML, JSON, Google Sheets, and more into
professional, print-ready templates at the push of a button.

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Recent Tasks

Utilization Report

Created a customized report for a software company that identifies what portions of the software are being utilized by their customers. The PDF-generated report, is created within Excel, and is meticulously formatted in order to meet the client’s strict branding requirements. The reports are quickly and easily updated for each specific customer. This has allowed the client to save many hours and has helped create a consistent professional face to their customers.

Workflow Workbook

Revamped a workflow workbook for a Humanitarian Aid Agency. We took an existing workbook with linked worksheets and made the modifications requested while ensuring that the links and underlying code were not compromised

Title Search

Created a custom tool for identifying job positions that are the same, but with different titles. The tool will search a list of job titles to identify titles containing key words and phrases. The end result is a subset of titles are equivalent.

Enhance Rep Pricing Tool

Worked with a Lighting Control Company to add functionality to their existing Pricing Tool. By adding a button that automatically hides unused rows, we were able to save the client significant manual effort. The ability to quickly reduce the bulk of the report makes the report easier to read allowing the client to use the report for a wider audience.

Sales Commission Calculator

Created a custom commission calculator for a Systems & Service company that serves the Transportation and Defense Industry. We were able to take the client’s vision, enhance it and automate it. In the end our client has an easy to use tool that allows them to review commission calculations and view how those commissions break down on a month by month basis.

Allocated Expense Budget

This is a comprehensive workbook which completes multiple tasks. It has the quarterly budgets for expenses broken out by company, the internal department estimated expenditures and T&E budgets. These three functions were previously maintained in multiple workbooks with links but we were able to integrate the workbooks into one. Visual Basic was built-in to import manager estimated expenses (from a template file), enable automated email reports to be sent to managers, to import actuals and to show/hide the actuals for comparison against the estimates.

Intercompany Package file

This is a file which contains information about intercompany package file descriptions and the contacts which must receive copies. Due to the tediousness of the manual process of attaching these files to multiple contacts several times throughout the year, we were able to automate the process. at the push of a button, the emails are created with the appropriate files attached to the corresponding contacts.

Financial Calculators

Created a custom workbook containing two Financial Calculators for a Startup Company. The client wanted to be able to offer potential partners and endorsers shares in the company. When sitting with the potential partner they wanted to be able to show them not only what their shares were worth today, but also what they would be worth in the future. Creating the quick but flexible calculators allowed the client to include real scenarios when recruiting people to participate in his new venture.

Budget Rollup

Worked with a Humanitarian Aid company to automate their budget rollup process. We took their manual process of multiple budget files that were manually aggregated at multiple levels and completely automated the process. The client was able to free up hundreds of hours per year for a key employee and also eliminate the possible human error component.

Bidding Spreadsheet

Created a Bidding Spreadsheet for a Maintenance & Repair company. The custom spreadsheet allows for on the job cost entry as well as a report view for management. The new tool keeps their bidding process streamlined while giving it a professional look & feel.

Event Planner Quote, Contract & Invoice Tool Support

Supported text revisions of tool via telecon. Updated header formatting on 6 event templates.

Human Resource Employee Compensation Import Conversion

This is a tool that accepts an ADP download and converts the data into an importable format for an online tool the company uses to create compensation letters for employees. This conversion was completed manually prior to the tool development, taking a lot of time and prone to human error. The tool completes the task in less than 1 minute.

Performance Analysis Scorecard

Rewrote an existing employee performance analysis scorecard for a background screening company. The revamped and enhance Scorecard allows the client to view metrics on their employees individually as well as at a team level. Progress on quotas, MTD, YTD and sales trends are easily viewed with a series of charts and graphs along with tables of summary and detailed numbers.

Custom Financial Model Software for a Hedge Fund

Custom-built financial model software package for a hedge fund needed to be modified to be completely functional

Dynamic Report Cards

Created dynamic employee report for a Wireless Real-estate company. The solution we created automatically updates to the latest data by refreshing the data stores from an external workbook on open. This allows the client to see the most up to date information every time they open the workbook. The report card shows progress towards quotas along with multiple other Metrics on an individual and team level. The workbook has also been enhanced to have visual aids to help the user understand the data. A login feature keeps employees from accessing the data and managers from viewing other departments metrics. The development of this automated report saves the client days of work and eliminates the potential for human error when calculating the values.

Human Resource Compensation Tool

This is a comprehensive tool with 4 major functions: Headcount reporting for all employees, Merit Increase reporting, Bonus (2 types of bonuses awarded) reporting and Equity reporting. The Headcount reports create bi-weekly manager reports with imported ReportSmith EV4 (ADP) data files. The reports are in customized format for each manager showing sensitive employee data to only their specified managers. The Merit Increase, Bonus and Equity processes create reports for each manager to review their employees suggested compensation and allows them to adjust the compensation due to performance or other factors. The manager reports are then returned and import to a Master workbook for each process where the top-level executive can review the recommendations for each employee, make their own adjustments, approve the final numbers, create summary reports and ADP import files.

Import and Merge Tool

This commercial landscaping business had two database type files that needed to be merged into one file fairly frequently. One was a employee census file and the other was a payroll data file. These needed to be merged for an HR related task, and it needed to be done every week. This was causing extremely tedious work because the two files did not share a unique identifier to match them together. We designed and developed a workbook that would import the data from the two files and merge them together, all in a matter of seconds!

Labor/Scheduling Enhancements

Enhanced an existing Scheduling tool for a Restaurant. We modified the existing Spreadsheet to enforce California Break Rules. The updated version of the scheduling tool will alert the scheduler if the Employee does not have the minimum break schedule as required by CA law. This allows the client to immediately know if an adjustment needs to be made before the final schedule is release to the Employees. Additionally we generated a break report which lists each Employee scheduled for that day and a space for the Employee to sign indicating that they did in fact take the required breaks. This not only allows our Client to be sure they are remaining in compliance it also gives them a mechanism for recording that they have done so.

Automated Revenue file for Artisanal Food Manufacturer

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.

Market Research Data Analysis Tool

This Market Research firm collected data from survey results. They needed to create metrics reports correlating the data in different ways. PivotTables were developed to create customized reports and macros were written to import new raw data and automatically update the reports.

Audit, Automate & Enhance Existing Investment Analysis Workbook

Worked with an Investment Firm to audit, automate and enhance their existing analysis workbook for a Land Based Aquaculture company. The process required a full audit including suggestions for automation and offering options on alternate approaches to new and existing functionality. The results were a cleaner more accurate workbook that allows for flexibility and eliminates much of the potential user error.

Employee Survey Summary

Worked with a Contract Component Manufacturer to help them analyze and communicate the results of their Employee Survey in an informative succinct way. The end result was an interactive series of charts and graphs tailored for each question type and department. This allowed the client to deliver the workbook to each department head in a way that was helpful and specific to their data.

Text Classifier

Created a Text analysis process for an Online Consulting Firm. The custom workbook allows the client to compare text strings and assign values to matches. The automated process saves time by allowing only subsections to be run at one time.

Inventory Audit Charts

Enhanced an existing Inventory Report that we have created for a fruit company previously. We added a series of charts and graphs to help the client analyze the data already being captured.

Controller Schedule Report

Automated the reporting process for a Lighting Control company. We developed a custom reporting solution that reads in multiple lengthy text files and outputs a slimmed down report with only the information that is relevant to the company and the job. This automated process saves the company multiple hours per job in report generation while also improving and standardizing their output.

Custom Order Tracking

Created a custom Special Order Tracking spreadsheet for a Wine Distributor. The new tool allows the employees to track Custom Orders in a consistent and organized manner. The order tracker uses conditional formatting to indicate if the details of an order are incomplete and if there has been no action on the order in the last two weeks by highlighting the rows. The owner of the Wine shop is now able to review the status of custom orders as well as answer client questions and follow-up with wineries with up to date accurate information.

Client Services Custom Spreadsheet

Developed a custom Client Services Custom Spreadsheet for a Property Management company. The workbook automatically and instantly populates tabs that list every Client that requests a particular service. Additionally, if a client no longer requires that particular services their information is automatically and instantly removed from the tab. This process allows the client to maintain and distribute up to date work orders to employees with absolutely no work.

Enhanced Time Clock Output

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.

Recruitment Planner

Enhanced a Wealth Management company’s Recruitment Planner to be a easily modified calculator. By creating updatable tables and values we turned their existing tool into a much more bullet proof calculator that is easy for them to tweak as needed. This allows the client to set up custom recruitment scenarios by updating a hidden worksheet instead of updating value within the cell functions. This allows the changes to be made more quickly and eliminates the users from accidentally modifying the formula.

Custom Dashboard

Developed a custom interactive Dashboard for a Plastics manufacturing company. The dashboard consists of multiple reporting areas all with filtering capabilities. The charts and graphs for each section refresh to show the data filtered by company, product and/or time period.

Google Drive Process csv Files

Created a custom process in Google Sheets for a Media Agency that reads the contents of an uploaded csv file and populates an existing Google Sheet document. This process runs whenever a new csv file is added to the Google drive, saving the client from having to detect new files and kick off the process.

Daily Leasing Tracker

Developed a Lease Tracker for a Student Housing leasing company. The custom solution tracks leases signed as well as other daily activities that may or may not lead to a signed lease such as showings and calls. The workbook generates PDF reports to share with the company owners as well as daily stats that are beneficial to both the management and the staff.

Stand Alone Deep Dive

Created a Custom series of reports for a Private Equity Firm that reads in three complex data sets and outputs a custom report workbook. The imported data is analyzed and displayed in a multitude of ways to allow the client to get a full understanding of effort and outcomes for each individual Deep Dive as well as in aggregate. Without the tool we have generated the client would not be able to view these metrics as the man power required to manually generate the reports and the risk of human error would be too high.

Human Resource Earnings Report & Tax Letter Tool

This is a tool with 2 major functions: Earnings reporting for selected employees and creating tax letters for US/Ex-pat employees reporting annual earnings in Microsoft Word. Both of these functions were completed manually prior to the tool development, taking a lot of time and prone to human error. Each of the tools now complete the tasks in less than 2 minutes.

Automated Income Statement for School System

This school system needed to save time generating their financial statements. They were stuck having to manually type out their income statement, which was causing their finance department to waste numerous hours. We stepped in and provided them with a slick income statement that automates this process for them. We even built the tool in a way that they will be able to maintain themselves for years to come.

Monthly & Weekly Stats

Developed a custom system allowing for a Dental company to view client metrics across their many branches on a weekly, mid month and end of month basis. We created an import function along with a custom graph feature to allow the client ease of data collection and aggregation as well as the ability to view data metrics. This system saves the client many hours and vastly reduces the risk of human error.

Casualty Spreadsheet Automation

Took an Insurance and Risk Management Brokerage’s existing spreadsheet and enhanced it by generating graphs, reports and creating the ability to easily extend the data set. By including this additional functionality, the workbook morphed from being simply data to a useful reporting tool full of metrics that can be shared company wide and to clients.

Vendor File Automation

Automated an existing manual process for a humanitarian aid company. The automated process separates one input file into multiple files used for reporting. This process saves the client many hours as well as eliminates potential human error.

Historical Data Integration

The customer is a reinsurance broker. The tool enables cycling thru an existing directory structure, opening existing template, extracting applicable data and populating the data on a new claim or premium template. There are thousands of files so this saves a lot of time and prevents human errors.

Specialty Drug Speaker Program Attendee Stats Reports

This pharmaceutical company wanted to track attendee statistics for speaker programs based on speaker type (MD/non-MD). This custom made tool imports program data, correlates results and exports dashboard to PowerPoint slides by region.

Actual and forecasted sales model for a medium-sized industrial company

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.

Event Planning Availability Tool

The customer is a corporate event planner. This comprehensive tool collates responses from hotels and venues regarding availability and pricing of guest rooms, meeting rooms, food and beverage rooms and concession lists. It creates reports for comparison at the Executive level, Meeting Room info, Food and Beverage info and Concessions. It also can separate the hotel responses based on dates or locations.

Sub Invoice Request and Submittal Log

Put the finishing touches on two existing Excel Workbooks for a Professional Painting company. Automated adding rows to tables, which ensures that all necessary formulas are copied and referencing totals remain intact. Additionally we fortified the workbook by adding in security and enhancing formulas and strategies.

Enhance Well Calculations Workbook

Enhance an existing Well Calculation workbook for a Water Systems Engineering Company by reformatting as well as adding in automation, drop-downs and advanced calculations. With these changes, the tool is now something that the client can share with co-workers as well as to their clients as needed.

Corrosion Spreadsheet

Added in additional functionality to an existing Corrosion calculating and reporting workbook for a Water System Engineering company. We replicated the existing functionality in order to add in an additional corrosion factor. The integration of the new factor is seamless allowing the client to keep their calculation and reporting consistent while also enhancing their capabilities and precision.

Inputs to Auto Populate Word

Enhanced a Word document for a Environmental Remediation Company, by taking advantage of built in Word functionality. The client can now fill in a table of information at the fop of the Word file. The values entered populate the following pages of the document. This allows the company to quickly and consistently fill out documents needed for their various job types. Additionally, we included a “How To” document and Webinar so the client can repeat this strategy for additional applications.

Projected Commission Database

The customer is a corporate event planner. This tool allows them to track upcoming meetings and calculate projected commission based on numerous factors and commission %s. Can automatically create reports for individual salespeople with only specific data showing.

Collections Tool

This construction and HVAC company was interested in improving their process for tracking and following up on unpaid invoices. They use SAGE accounting software to track their invoices but they had over $1.5M in invoices that were over 30 days old and their current method for following up on these outstanding invoice was either reprinting and mailing the invoices or calling the vendors one-by-one. This process was not happening because it was so tedious. We completely redesigned their process by allowing them to export to full list of outstanding invoices and automated emails (via Microsoft Outlook) to the vendors either based on outstanding duration or full list of outstanding invoices per vendor. The tool also applies credits that were input in the SAGE software against invoice balances so proper remaining balances are calculated. Reports on credits which cannot be matched to invoices in the system are created. Using this tool to create collections emails can now be done by someone without any Excel knowledge and the process is simple enough that it will be simply completed on a monthly basis.

Automate Template Population

Automated the population of an existing template for a Genetics company. We created a custom tool which reads all files within a given folder and uploads the data into the template. Now the user only needs to choose the template file and the folder containing the data files to complete their task. This tool saves the users hours per week and eliminates potential copy/paste errors.

Case List Enhancements & Reports

Enhanced an existing Case List workbook for a boutique matrimonial law firm. With formatting, data validation and a bunch of slick real-time reports, we created the ability for the client to get a feel for what parts of their business to focus on and what aspects they should shift away from.

Estimate Status Tracking & Correspondence Tool

This construction and HVAC company was interested in improving their process for tracking the subcontractor estimates requested on each job. Their current method was was using paper and pencil and estimates were forgotten and bid due dates were being missed due to the inefficiencies in their process. We completely redesigned their process by allowing them to setup subcontracted parts and each subcontractor for each part for each project. The tool informs the user via pop-ups of bid due dates that are past and almost due in order for the user to check the part/subcontractor statuses. Summary reports for each project and outstanding reports for estimates that were not received per job or per subcontractor can be created. Emails (via Microsoft Outlook) can be automatically created from the tool when a bid due date has changed, a general contractor sends additional drawings/specifications, estimates have not been received or the estimates (job) has been cancelled. After jobs estimates have been given the to the general contractor, if the job is won, the details are moved to the Job Tracking workbook to be tracked separately. Updating and running any aspect of the tool can now be done by someone without any Excel knowledge and all of the inefficiencies and lost data of the previous process is eradicated.

Automation of Tax Reporting

Automated a completely manual tax reporting process for a reinsurance company. Our automated solution not only saved the client many man hours each year, we also uncovered an inconsistency in their previous approach.

Automate WIP Report

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.

Automate Population of Summary Report

Automated the population of an existing Summary report for a manufacturing company. The solution automatically imports specified details from all of the source files within a given folder. The solution utilizes named cells so that the client can be free to change the structure of the source files as long as they maintain the named cells. Additionally we allowed for each order number to be a hyperlink to the source file the data originated from, which opens the Excel document when it’s clicked.

Property Budget Automation Tool for a Real Estate Property Management Firm

An Excel-based system which asks the end user a series of form questions to dynamically create a custom budget proposal template, and then calculates all applicable metrics based on additional user input on the specifics of the property.

Automated Client Onboarding Report

Created a Custom client status communication report for a tech company. This report is used to communicate the Client’s onboarding status on a weekly basis. The template allows for easy entry of data, creating bullet points and charts to verbally and visual communicate progress. The report can then be produced as a professional looking PDF to email to the client.

Sales Inventory & Tracking

Created a Custom Sales Inventory & Tracking workbook for a New Development Real Estate Company. This workbook allows the client to combine their Sales, Inventory & Reporting all in one place. The sales manager receives sales activity reports from each sales agent which he is then able to load directly into our tool. He is then able to track the sales progress as well as report commissions, inventory and metrics as needed.

Lable Sheet Templates

Took a PDF and turned it into a updatable Excel template for a sport supplement company. The template has built in functionality for adding rows to all data tables as well as automated picture uploading into the template. When printed as a PDF the buttons used for the functionality are not seen. The templates allow the client to quickly and easily modify the document so it can be customized for the product it represents.

Automated Processed Report

Automated and enhanced a manual report process for an insurance company. We created a solution into which they could load their monthly source data and create a full repository. Having created a database of their information they can now automatically run their reports in for any span of time. This solution took a time consuming manual process and replaced it with a flexible fast solution.

Product & Spec Sheet Templates

Took a PDF and turned it into a updatable Excel template for a sport supplement company. The template allows for automated adding of rows all data tables as well as automated picture uploading into the template. When printed as a PDF the buttons used for the functionality are not seen. The templates allow the client to quickly and easily modify the document so it can be customized for the product it represents.

Mortgage Refinance Loan Calculator

Create a custom refinance calculator for a lending company. The tool we developed allows the loan officers to quickly show the client up to 5 different refinance loan options. The loan officer can then generate a PDF from the loan calculator to give the client. This PDF only contains certain sections, excluding internal only information. This tool allows the loan officers to quickly show their clients pertinent loan information and also provides them with a document that they can give the client with details about what was discussed as well as the loan officer’s contact information.

Statistical Scoring Automation Model for Sales Trading Company

This sales trading company needed a way to prioritize their call sheets. We used their historical data to determine which of their potential calls had the best opportunity to result in a sale. All with the click of a button!

Risk management dashboard and reconciliation file for a large insurance company

Custom created file to import RAW data files from various selected reports and automatically load the data in the developed structure, compare to the prior month, and generate dashboards and reporting on current and overdue receivables. Built in flexibility to allow for various report formats and structures, and to allow for those reports to change overtime without the need for further development.

Sales Dashboard and Reporting Tool for Food & Beverage Distributor

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.

Reduce Run Time for Massively Complex Repetitive Calculations

We partnered with the premier independent analytics firm in the Insurance / Reinsurance industry to utilize their patented software product (Translator ++) that optimizes complex Excel calculations. By creating an integratable .dll, the software allows our clients to complete calculations that could have previously taken days or hours to a few minutes or even in seconds.

Compensation Model for a Wealth Management Firm

Compensation Model generated for a Wealth Management firm. This solution calculates bonus, salary and incentive pay based on proprietary calculations which take into account employee review results. The solution allows for quick comparison of the compensation levels of the Employees and Brokers all in one place. Built in alerts ensure that payment structure does not bring the compensation level above or below predefined percentages.

Automated Revenue file for Artisanal Food Manufacturer

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.

Specialty Drug Speaker/Attendee Analytics Dashboard

Specialty drug speaker program dashboard which shows speaker and attendee analytics. Exports dashboard charts and data to PowerPoint.

Specialty Drug Speaker Program Comprehensive Dashboard

Specialty drug speaker program analysis dashboards of speaker, attendee, spending and ROI statistics. Exports charts and data to PowerPoint.

Reformat Internal Report

Automated the reformatting of a report for an Insurance Company. We transformed an internal unformatted excel document into a client facing, professional report saving the Client multiple manual hours as well as eliminating the risk of human error.

Inventory Tracking Tool with Barcode Scanner

Created a Custom Inventory tracking workbook for a Cannabis retailer. The workbook allows for barcodes to be scanned for incoming products. The quantities are tallied and descriptions of products are maintained.

Sales Pipeline Tool

Create a custom workbook for a Joint Replacement company for maintaining sales in their pipeline. The workbook is set up to allow for quick entry/update of data while on the phone with their sales team as well as allowing them to look at metrics across all clients.

Configurable dynamic tool to restructure data for import into Tableau

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.

Rent Calculator Tool for Short Term Office Leases

Rent Calculator that helps price office space by converting from the traditional model of pricing annually per square foot to a monthly aggregate rate for small business and entrepreneurs looking for coworking spaces

QuickBooks Import for Accounting Services and Software firm

Convert Excel data files into a QuickBooks import structure

Project Tracking and Reporting

Audit and modify an existing Excel workbook to allow for material tracking and reporting

Amazon Inventory Update

Custom workbook created for a seller on Amazon to upload Amazon Inventory Updates to help them manage their inventory. This tool includes the mapping and merging of fields from the supplier and Amazon in one place.

Budget Automation for Food Costs

Create a budget tracking and analysis tool for food costs

File Formatting & Automation for TV & Film Production Company

Starting with an existing workbook, enhance formatting, provide reports and rework some of the columns and data. We then conducted a Webinar to go over the solution and to give suggestions for various printing layouts.

Create a reformatting and restructuring tool for monthly invoicing for a warehousing and transportation services business

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.

Rewrote a Construction Company’s Invoicing workbook by replacing formulas and linked worksheets with macros

The company had an existing series of linked workbooks for Invoicing and an Invoicing Summary. It was very large, slow and unstable. We replaced the same functionality with one workbook that was faster, smaller and stable. Because of the new structure the client was able to enhance their reporting and pass the task of managing the workbook to another Employee.

Payroll Processing

Enhanced an existing workbook’s capabilities and automated much of its functionality including the ability to import files, export csv function and macros replacing manual processes.

Cash Confirmation Package Reporting Tool

Tool created for a hedge fund that imports a series of client files. The tool gives the user the ability to indicate which client should have a corresponding document created. The output generates 5 word documents per each selected client.

Produce a Mail Merge Pro import file for a Financial Services Company

The tool we created imports a series of Excel documents. We merge the documents to create a Mail Merge Pro import file which contains From, Recipients, Subject, Body, Attachments, etc. The Mail Merge Pro file is then imported into the Mail Merge Pro software automatically send the emails based on the import file.

Reformatting Add-In

Created a custom Add-In for a Private Equity Firm. This Add-In allows the employees to reformat reports that are generated out of their legacy system. We developed a custom menu item in their Excel toolbar. When the menu is clicked, a ribbon section opens up where they can choose which report they have open and the Add-In will reformat the report and save it with a custom name.

Survey Data Consolidation

Survey data consolidation with dynamic graphs.

Master Scoring Worksheet for a Non Profit Supporting Small Businesses

We created a tool that allows the client to cut and paste in survey results received via email. By structuring the tool to allow for a simple copy/paste, the client no longer needs to reenter data or import each individual file. The workbook then automatically aggregates the data and performs metrics and displays the results in a easy to read report with graphs.

Weekly Tracking Report with Consolidation

Created a solution for Foreman to supply Weekly Tracking sheet that are uploaded to a master workbook where they are stored in a database. The master workbook also generates reports and a P&L.

Large dataset reporting tool for company offering turn-key Healthcare Response Programs to organizations nationwide

Create an Access solution for importing and searching on large sets of data.

Inventory Tracking

Replace an existing Inventory tracking set of workbooks with a custom solution in one workbook with reports. We then added functionality to auto run the existing reports and then save in a stand-alone reformatted workbook with no link, buttons or formulas.

Inspection Template and PDF report

Created an Excel workbook for collecting inspection data. The tool keeps track of required fields, performs data auditing and allows for photo upload.

Payroll Entry & Summary Tool

Created a custom Payroll Entry and Reporting Tool for an Oil & Gas and Refining & Construction Services business

Excel Estimator

Replace an old process build in lotus with an updated enhanced version in Excel.

QuickBooks Export file converted to a Paychex import file for a Train/Locomotive Repair Company

We created a tool that takes the client’s custom QuickBooks extract and populates the Paychex import tool. The client only needs to click one button in the Paychex import tool to generate the correctly formatted Paychex import file.

Annual Consolidation & Reporting Tool

Developed estimating and tracking tool that consolidates and reports on data from a third party

Budgeted vs. Actual Report Generation Tool for a Train/Locomotive Repair Company

Combine two reports to create a Budgeted vs Actual Report to show to Management which highlights projects are running over budget and ones that are operating at a gain.

Consolidate Individual Quote Files for Salesforce upload for a Lighting Company

We created a tool that will search any nested folder structure for individual Quote files. The tool provides a list of the files it intends to import which the client can edit as needed. When the customer is happy with the list the tool will import data from all of the individual Quote files and create one master file to be uploaded to Salesforce. The client used this tool for an initial population of their Quote data and also uses it on an ongoing basis to import new Quotes.

Reformat Transcript Data

Reformat an existing spreadsheet by adding a summary and reworking the entry sheets.

Target List added to Reformatting Add-In

Add a new reformatting routine to an the existing Reformatting Add-In for a Private Equity Firm

Oil and Gas Project Deal Tracker, Importing and Reporting Tool

This energy company was interested in improving their process for tracking their oil and gas deals. Their current method was cumbersome and depended upon Excel power-users within the company to update it accordingly. We completely redesigned their data and built a customized interface using dynamic forms to help them input their data (including images, maps and curves). We also developed an “import” function that allows them to quickly process information from an outside source. The tool is easy to update, can import deal info from other sources, and aggregates summary info. Updating and running any aspect of the tool can now be done by someone without any Excel knowledge.

Dynamic Employee Scheduler for Construction Company

This construction company was in need of a new way to schedule their workers. We developed a customized solution that incorporated their current business model into the logic of the scheduler to save them time and effort.

Sales Rep Tracker for Industrial Manufacturing Company

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.

Fabric Summary Reports Automation for Specialized Fashion Company

Workbook developed to automate the importing of data and the updating of summary reports to give the Fashion Company an understanding of what Fabric is available at what time and what is left over from prior seasons and can be used for upcoming seasons.

Automated Org Chart Updates from Excel Workbook to for Insurance Annual Statement

Created Excel template files that feed Org Plus to automatically generate Org Charts for an Insurance Parent Company and all of their affiliates for their Annual Statement (Yellow Book)

Work Package Status Report for a large combined natural gas and electric utilities company in the United States

Made minor changes to the data structure of the workbook and then created a simple automated summary to pull key info for the client to help them manage potential solutions for all of requirements pertaining to their Work Packages in the Energy field.

Settlement Allocation Tool created for Mass Tort Healthcare Litigation Settlement for a Law Firm

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

Contest Workbook for a full-service Performance Marketing Firm

Contest Tool created to track leads in a contest combining information from Salesforce and an online Contest Provider into an Excel workbook that automatically generates a score based on the data input for the contest requirements.

Master Planning Automation Tool to Streamline Processes for Specialized Fashion Company

Client’s Master Planning file was modified to automatically upload the latest data from multiple sources (spreadsheets and systems) and manipulating the data accordingly to help them manage their budget and Current Bookings by Season by Label for various Wholesale and Retail accounts.

Accounts Receivable Report Automation for top Real Estate Law Firm

This law firm was spending several hours each month assembling an Accounts Receivable report by exporting data from their accounting system and manually manipulating it to fit their desired format. We built a workbook that connected directly into their database to automatically pull the information and programmed a macro to format the report, all with a click of a button.

Reengineer Apartment Proforma

Created a Custom Apartment Complex Proforma for a Real-Estate Development and Investment Firm. The end result is a tool they can use when making decisions before and during construction projects including seamless formulas, sleek formatting, enhancements, charts, graphs and reports.

QuickBooks Macro to further Customize Reports for Contracting Business

This custom home contractor needed help organizing QuickBooks financial data. The “canned” reports provided with QuickBooks were not enough for this client to manage their invoices, so they reached out to us to see if we could help. We built the client a simple macro workbook that transformed their QuickBooks export file into exactly what they needed.

Create a custom standalone Healthcare Deductible Bill Invoice tool for an Insurance Company

We replaced a semi-manual process for creating Deductible Billing invoices with a standalone automated Deductible Billing PDF generating tool for a specialty Insurance Company. Now our client only needs to upload an input Excel file to generate a formatted Deductible Billing Invoice PDF file that is customer ready. The invoice produces a summary page along with billing details and includes the calculated amount due while still allowing for manual entry of the Previous Paid amount.

Healthcare Loss Run Tool generating various styles of PDF reports from a Loss Run

We created a Loss Run Generation Tool for a specialty Insurance Company that automated the process of generating a formatted Loss Report by Insured by Policy Number in a PDF file that is customer ready. Now our client only needs to upload a Loss Run (Excel file) to the Loss Run Generation Tool, select their desired style of PDF reports (Self Insured Retention, standalone Deductible, …), and where they want to save it and then can generate the report. Additionally, the client no longer needs to go through the manual process for creating For Reference Only claim reports as this has been included as an additional output of the Tool. The PDF Reports from the Tool include automated text replacement, conditional record inclusion along with both detail and summary sections.

Automated Financial Variance Report for Hotel

This hotel client had financial software that allowed them to export large amounts of data, but they needed help structuring it into views that gave them insight into their business. Over the course of 3 phases, we helped by creating a customized routine that manipulated and formatted the data into an easy-to-use file that helped them analyze their financial metrics (rooms sold, average price, weekly change, etc.) by showing different views of the data.

Data Conversion and Mapping Project for Clothing Store and Website

This fashion client had 24 product files that were from 2 different systems and needed help combining them together so that they could analyze all of their data at once. They contacted us and explained their problem and frustration, and we offered to help. We were able to combine all of the client’s data together into organized sheets in one file, giving them exactly what they needed to move forward with their business.

Reinsurance Treaty Template for Large Financial Services Parent Group and their Global Subsidiaries

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.

Importing and Reporting Tool for Reinsurance Treaty Templates for Large Financial Services Parent Group and their Global Subsidiaries

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.

How can I pay?

We accept payments via check and all major credit cards.

‎How much is due upfront?

We require full payment for the deliverable prior to getting started on the work.

Who does the actual work?

We have a fleet of spreadsheet ninjas that come from various backgrounds (Engineering, Computer Programming, Math, Finance, …) and know how to beat up a spreadsheet. Based on your task, we will pair you with the most suitable ninja for your request.

Can you handle Financial Models?

We love Financial Models and we audit them too.

How do you handle data and confidentiality?

We know how crazy important and valuable your data is! That is why we have a host of ways of dealing with this:

  1. We handle your data with the utmost care and do NOT share it with anyone
  2. We can sign an NDA if desired
  3. You can send us your files without all of the data. We may just ask you to include a couple of dummy rows of sample data. We can then create a solution for you using your dummy data. When we deliver the solution, we can provide instructions for pasting in your actual data or we can do this virtually for you over a GoToMeeting or we can come to your office and take care of this.
Do you teach classes or give webinars?

We do not offer general group training. That said, we can absolutely give you a 1-on-1 session to help you move through your work(books) much better! Typically these will be held remotely via call/GoToMeeting.  Other options include:

  • Our on-demand Video Tutorials are for sale in Tools. Additionally, we have great partners that handle slick on demand training options. Reach out if you want an introduction to these partners.
  • Outsource the work to us!!  Just Submit a Task.


Can I have a 1-on-1 session for you to show me how to do my work better?

Yep! That’s what we are here for. This can be done via Webinar (GoToMeeting) or in-person dependent up your desired scheduling and location.

How do I know we are on the same page?

Before assembling a Proposal (Scope of Work and Quote) for you, we will flesh out any Q&A over emails, calls, GoToMeetings ‎or a combination of them. We will then outline the Scope of Work for your review and approval before moving forward.

Is troubleshooting included?

The payment for your deliverable* includes post-completion troubleshooting and/or explanation within 20 business days upon receiving the final deliverable to ensure you are happy with the result.

*For those projects where deployment has special characteristics (such as a big number of users, different systems, special IT security requirements) and in those cases additional time may be indicated in the ballpark estimate for that and sometimes agreed to be charged by the hour with the client.

How is pricing determined?

We have been receiving and turning around Excel requests daily for the past 7 plus years. So, we have seen it all and know the skill needed, how long it is going to take us to turn around the work, the questions necessary and all the other nuts and bolts to get the work done. Thus, our pricing is generated based on these factors and will be included in your Proposal.

Can you do my homework?

We are willing to give students a webinar to teach any pertinent skills to the subject matter, but we are NOT able to do the work for you. Should you decide to go the webinar route, we can work with you to assemble an appropriate list of topics to help you tackle the subject matter as best possible.

We apologize for the inconvenience and we feel for you as we have been there when it comes to daunting homework assignments! Please check out our Cheat Sheets and Getting Started Video Tutorials as a way to help ease some spreadsheet pain throughout those rigorous classes.

Is rush delivery available?

Of course it is! We can most certainly accommodate your tight timeframe. If desired, when we send over your Proposal we can include 2 Quotes, one for rush delivery and one for non-rush. This way you can weigh your options with price and completion date.

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