Excel templates and add-ins

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

New Excel reports with tables, Pivot tables for BI

Dashboard & report templates enable users to view data in a more visually appealing way to make the information more meaningful and clearer to the user. Reporting tools help automate the repetitive tasks involved in creating management reports and summarise data in several spreadsheets.

Management information reports can be developed with features including:

• data models using Power Query to extract data from multiple sources, transform the data by removing unwanted fields and reformat it and then load it into workbook
• Pivot tables, Pivot charts, KPIs
• create VBA forms for data entry and utilities
• tables to allow for easy filtering, with slicers data entry, calculated columns, total rows
• dynamic arrays, such as FILTER, SORT, UNIQUE to help build reports
• data validation so users can select options rather than typing it to reduce input errors as in the image below which uses UNIQUE to get a list of continents from the table which is then used to FILTER the countries

Update existing projects

We can update and maintain your existing Excel templates and add-ins e.g., custom ribbons, new functionality, fix issues and advise on improvements.

Free review

VBA Developer can carry out a free no obligation review of your existing templates and add-ins and advise on development options.

Custom 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:

• create custom charts in client specific colours and sizes reducing the required to produce charts and ensure consistency
• custom charts optimised for use in PowerPoint presentations 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. Examples of templates developed include quotation tools, pricing models, invoices, time sheets and expenses, see examples here

Technical documentation

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