We have a new database that cannot export reports in Excel Format, so we are trying to create a work around by exporting data files and then building an Excel VBA Macro to automate the process of compiling and formatting the data within a report template. This report is ran at least once a week with varying sizes of data sets.
Prior to implementing our database, we had an excel report that was used to track data. This excel format is what the we need to automated template to match, with the addition of some columns due to additional information being collected.
I've attached a copy of both the printed report and the excel format, as well as a copy of the data files that are spit out from our database. For the purpose of this piece I combined the contacts and companies into 1 file. If that is necessary going forward we can take a look at that.
The Data Export file will be 2 separate excel files due to nature of database export options. One file contains company profile info with 14 columns of importing data, and a 2nd file with 5 columns of contact information to be imported. The information from the 2 files needs to be combined into the report template, and formatted with limited dynamic scenarios.
I've updated the following files