Excel templates and add-ins

Excel templates and add-ins can automate tasks to improve productivity and consistency. Reports can be created using corporate branding to build dynamic, interactive, visually appealing workbooks.

Excel reports with tables, Power Query for ETL, Pivot tables

Report templates can be developed using Power Query to extract data from data sources including databases, Excel workbooks or csv files. The data can be transformed by removing unwanted fields, filterered and reformatted.

Report templates can be developed with features including:

  • Pivot tables, Pivot charts, KPIs
  • tables to allow for easy filtering, slicers, calculated columns, total rows
  • dynamic arrays, such as FILTER, SORT, UNIQUE to help summarise data in reports
  • VBA forms for data entry and utilities
Excel data validation

This image shows the use of dependent data dropdowns. A user can select a continent and then the list of countries will change to only display countries from that continent. We can build workbooks for you with dropdowns so users can select options rather than typing to reduce input errors.

Excel add-ins & ribbons

VBA Developer has developed a custom chart add-in so companies can use their own colour scheme rather than using Microsoft’s default colours for your charts. The add-in has the following features:

Excel templates add-in, custom chart ribbon
Excel templates add-in, custom chart ribbon
  • create custom charts using company colour branding, custom sizes reducing the time required to produce charts and ensure consistency
  • custom charts optimised for use in PowerPoint in full-and half-page sizes
  • reformat existing charts in custom colours
  • options to format charts as in the screenshot above

Excel VBA forms and data entry

Templates with VBA forms help the data entry process allowing users to select information from lists or drop boxes instead of typing it ensuring data is correctly entered by data validation and applying business logic. Templates havwe been developed for quotation tools, pricing models, invoices, time sheets and expenses, see examples here

Update existing projects

We can update and maintain your existing Excel templates and add-ins e.g., add custom ribbons, new functionality, optimise workbooks to improve performance and advise of development options

Technical documentation

We can produce technical and user documentation for your projects and update existing documentation.