How an Excel Report Got Me Into Programming

Описание и применение

Автоматизация отчёта Excel из ERP сократила ручную работу на два часа в день, требуя изучения SQL и структуры базы данных.

Задача

A manager spent about two hours a day transferring ERP data into Excel, a manual process that needed automation.

Результат

Automated the Excel report, saving two hours of daily manual work and enabling data-driven decision making.

Рабочий процесс

• Requested ERP vendor quote for automation – price too high
• Asked to connect ERP database to Excel personally
• Learned SQL querying and database structure
• Identified relevant tables and relationships
• Determined which records belong in the report
• Implemented data filtering to avoid pulling all data
• Integrated query into Excel
• Tested and validated the automated report

Доказательства

At my first job, I watched my manager spend about two hours a day transferring information from our ERP into Excel.

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I had absolutely no idea how to do it. I just believed it was possible.

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First, I had to learn how to query a database. Then I discovered how many tables could sit behind a single expense screen.

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Then came filtering the data before bringing it into Excel. Pulling everything would have made the spreadsheet unusable.

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It took almost a year to get it working. The spreadsheet could finally read from the source, and those two hours of daily manual work were gone.

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