Hi, this is Linh's project named Automatic Sales Report.
Programming Language: VBA
Dataset from Kaggle: https://www.kaggle.com/datasets/mehmettahiraslan/customer-shopping-dataset
I. Business Context With the macros, time-consuming and error-prone tasks like data entry, formatting, and analysis can be performed quickly and accurately, freeing up secretaries to focus on more complex and important work. II. Overall Goal
- Save time and money for organizations
- Allow employees to focus on higher-level tasks that require creativity, critical thinking, and interpersonal skills. III. Repetitive Task List
- Sorting: Dataset cleanup and readiness
- Chart: Creating data visualization
- Promotion: Discount % and Conditional Formatting
- Save as PDF: Save Customer Shopping Report
- Email: Email PDF to Managers
Let's see the magic!
- Sorting: sort the transactions that each customer spent in descending value.
Before:
After:
- Chart: leverage Pivot Table in Excel to calculate sum of quantity purchased by category, then create a bar chart for data visualization purpose.
Before:
After:
- Promotion: decide discount percentage based on quantity purchased, then use conditional formatting to color the discount percentage (green: 5%; yellow: 2%; red: 0%).
Before:
After:
- Save as PDF: save the workbook into PDF file.
Result:
- Email: Send the PDF to stakeholders via email.
Email list:
Sent PDF file in Microsoft Outlook:
