April 29, 2022
On daily basis i have a lot of copy paste work when filling the daily report form. We have pre made excel report form which is filled by another excel spreadsheets manually.
The pre made report form consists of rows and shows the data of every finished credit request we have analyzed. There is 30-40 rowns a monthly basis approx. Every credit request is analyzed in separate spreadsheet.
The data we use to fill in pre made report form is for example: clients id, loan amount, type of loan, loan tenor etc.
Is there a way to make automatic fill process only by on click (query, maceo or something else)?
July 13, 2021
The answer is yes, and there are various ways of doing that - via vba (a macro) or power query (get & transform) or a combination thereof. Or power automate for that mattter.
The technical side (to build the automated process) is the easy bit - the trick is to understand the actual logic of the process - that takes most of the time (the business analyst job so to speak).
So, for for anyone here to give you more than a yes/no answer - you'd need to provide much more details and perhaps take it a piece by piece.