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Excel Automate/Marco to format exported Financial Reports
Office 365. Use Desktop App. Colleagues will get exported csv/excel file. Either that or we generate report. File saved on Clients shared Sharepoint drive and colleagues open with Desktop excel. I have financials that are exported from an accounting system. I'm using automate to format the balance sheet and the P&L. The automation is not working well. Seems like it should be a no brainer. I need someone to do this and show me how or what I'm doing wrong. Ideally will want to run shared Script on newly generated file w/o having to copy data to excel workbook template file. Not sure if we can save scripts to clients sharepoint so will have to tweak once script works. Can probably download the file to our sharepoint to format and upload to client. File layout should stay the same but possible exported file layout can change if new report line items or company divisions are added so I will need to tweak Script as needed. Attached is a file "Script Steps.xlsx" with general order of major steps I used to format the Balance Sheet. Mostly in order but went back to format missed items. Attached: *Excel file of financial reports as they are exported (very limited formatting capabilities in software). * pdf's of files after I wrote initial automate-about how final reports are to look like, but the Script in the attached Excel file used single & double accounting underkines. Probably will be minor tweaks that I need to know how to do.