Automation of Monthly Reports with VBA

This project automates the generation of monthly Excel reports using VBA. It extracts data, calculates performance metrics, and builds dashboards with charts — allowing stakeholders to refresh everything with a single click.

Code Overview

The VBA “Orchestrator” module runs multiple macros across modules for data cleaning, dashboard creation, and chart updates. Below is a snapshot of the macro logic:

Dashboard Example

The dashboard automatically updates after running the main macro, showing KPIs such as invoice creation, posting efficiency, and company-level comparisons through charts.

Key Features

• Automated report generation and chart refresh.
• Central “Orchestrator” controlling all sub-macros.
• Dynamic PivotTables and PivotCharts with refreshed data.
• Customizable thresholds for delays and performance metrics.
• Macro button for instant dashboard updates.

Outcome

This VBA automation reduced manual report preparation time from hours to minutes, ensured accuracy across dashboards, and simplified monthly reporting for finance teams.