Microsoft Excel Consulting and Microsoft Excel VBA Macro Consulting

EMAGENIT covers Excel consulting for Microsoft Excel for Windows and Excel for Mac. In our Excel consulting, we review an existing Excel project, recommend better ways to do things and then upgrade the project with those recommendations. We can upgrade both general Excel projects (projects containing formulas, charts, data validation, conditional formatting, logic...) as well as the most advanced Excel VBA projects. In most of our consulting cases, our customers are trying to move away from a manual process to some type of Excel automation. For example you keep making the same manual chart over and over again for multiple reports and you want to click a button and have 50 of those charts made at once.

In addition to just modifying your existing project, we can also provide consulting on those modifications showing you or your staff how we did it. The modifications can also be developed into a formal class where the upgrades serve as the core training. The modifications can also be discussed in a less formal way with EMAGENIT just reviewing what we did with you or your people and answering specific questions.

When we upgrade an existing Excel or Excel VBA project, we can also provide consulting on how we upgraded your project and teach you or your staff on the particulars. EMAGENIT consulting covers both Excel for Windows and Excel for Mac.

Just as a note, coupling training with a project is a very good way to get a piece of software designed for your group without involving a lot of red tape. Just treat it like a class and the example is the working piece of software you wanted. We have used this strategy to avoid a lot of red tape in companies that make it challenging at best to get something designed.

EMAGENIT works on Excel consulting projects of all size, difficulty and duration. We provide Excel consulting for the most basic of tasks up to projects that can take a few months or years to develop. We can develop simple automation projects to the most advanced modeling, data processing and dashboard style projects you can think of.

All EMAGENIT Excel consulting is done in the USA by EMAGENIT staff. We do not farm your project out to different countries and programmers.

EMAGENIT can build a custom consulting solution in Excel using only Excel components if you desire. We can also use any of the following to create a truly unique custom Excel solution. Component usage of course depends on the operating system. Basically if it can be tied into Excel in some manner, we use it. The list below is only a starting point for what can be used.

• Visual Basic for Applications (VBA)
• Databases like SQL server, Access, Oracle,...
• Web based databases
• Visual Studio using VB.Net, CSharp
• Perl, MacScript,...
• The web using VB.NET, JavaScript, CSS, HTML, ASPX including web based charts,...
• Other Microsoft products like Word, PowerPoint, Outlook,...
• Text files
• Web pages including generating, reading and writing to them

We like to say all of the above is just kind of getting warmed up with what we actually do. We call it hybrid software design, take the best of each tool and using it according to its strengths. And by the way, EMAGENIT does its own graphic design and builds its own website, like the one you are using right now is a good example of our work.

As mentioned above, EMAGENIT considers Excel consulting to be taking an existing project and upgrading it or providing know how for a project through examples. Listed below are some common topics that we cover when consulting on general non-VBA Excel projects.

Models

• Implementation of worksheet functions like VLOOKUP, INDIRECT, ROW, COLUMN, INDEX, MATCH, COUNTIF, COUNTIFS, SUMIF, SUMIFS, COUNTA, TEXT, IF, AND, OR...in models
• Upgrades to modeling formulas utilizing advanced logic
• Implementation of advanced construction techniques in Excel models including organizational strategies, naming strategies and the use of array formulas
• Upgrades to various financial and accounting models
• Upgrades to various engineering and science models including numerical analysis techniques
• Designing models for use with the design optimization tool Solver

Dashboards and Visual interfaces

• We build all different types of dashboards that track different KPIs using the worksheet, ActiveX controls, formulas, data validation, conditional formatting, drawing shapes and charts
• Upgrades to basic worksheet interfaces using ActiveX and Form controls
• Upgrades to worksheet dashboards utilizing ActiveX controls, data validation, conditional formatting, charts, pictures, Excel tables, names and advanced array formulas
• Upgrades to worksheet based calendars, timelines and schedules using advanced logic, data validation and conditional formatting
• Upgrades to basic charts using advanced formatting techniques and advanced formulas

Data Processing

• Upgrades to existing worksheet data layout using advanced table design strategies
• Using Excel tables to track and format data on a worksheet
• Implementation of adaptive data processing formulas that grow with Excel data
• Implementation of adaptive names in data processing formulas that grow with Excel data
• Implementation of adaptive names in data processing formulas that find specific data ranges
• Implementation of advanced table lookup formulas in Excel data processing projects
• Advanced data fusion of multiple text files, databases and other workbooks in Excel data processing projects

Report Generation

• Advanced design of worksheet based reports using charts, drawing shapes, conditional formatting and advanced formulas
• Integration of Excel based information with Microsoft Word and PowerPoint
• Advanced pivot table reports using multiple data sources and relationships
• Advanced pivot chart reports using slicers and timelines
• Implementation of SQL queries on Excel worksheets using Microsoft Query and Excel tables
• Rapid reporting using advanced worksheet templates

If you wish to learn more about these consulting topics on your own, the following Excel workshops cover the same basic material:

• Intermediate Microsoft Excel
• Advanced Microsoft Excel
• Advanced Excel for Engineers and Scientists
• Microsoft Excel Dashboards

As mentioned above, EMAGENIT considers Excel VBA consulting to be taking an existing project and upgrading it or providing know how for a VBA project through examples. Listed below are some common topics that we cover when consulting on Excel VBA projects.

Data Processing

• Analyzing data with Excel VBA macros that have shifting header positions, unknown cell positions and variable row size
• Processing data in multiple workbooks and worksheets using Excel VBA macros
• Using Excel VBA to process data tables that are stacked on top of each other or indented on worksheets
• Reading text files, cleaning their data, rearranging their data then processing it using VBA
• Using VBA macros to convert table configurations on the worksheet into other table configurations on the worksheet
• Querying databases, worksheets and text files using VBA, SQL, ADO or DAO
• Excel VBA macros that integrate multiple data sources stored in databases, text files and workbooks
• VBA macros that clean data and perform table comparisons removing inconsistencies such as extra names, blanks,...
• Excel VBA macros that control the Windows folder and file system while processing data
• VBA macros that communicate with Google Gmail and Google spreadsheets downloading and uploading data

Report Generation

• Using VBA to generate various accounting and financial type reports
• Building various worksheet summary tables using Excel VBA
• Using VBA to build various calendar and timeline style reports on worksheets
• Using Excel VBA macros to build advanced pivot tables
• Integrating separate teams using separate workbooks in various status reports using colored cells and fonts, can be 100's or 1000's of workbooks
• Using Excel VBA macros that process data and automatically generate report tables on multiple worksheets in multiple workbooks
• Creating chart sheets and embedded charts on worksheets automatically with VBA
• Using Excel VBA to automatically format charts and place labels and drawing shapes at specific points on the chart
• Excel VBA macros that query databases, worksheets and text files using SQL, ADO or DAO
• Advanced report generation tools using Excel VBA macros that control Microsoft Excel, Microsoft Word, Microsoft Outlook and Microsoft PowerPoint

Dashboard and Visual Interfaces

• Automated technical drawings, configuration layouts and process diagrams using Excel VBA
• Various advanced Excel dashboard designs using events, ActiveX controls, charts, drawing shapes and the worksheet itself
• Interactive Excel VBA userforms that display dashboard information and provide dashboard control
• Advanced worksheet displays showing project status, productivity,...
• Advanced worksheet schedule displays showing project break down, scheduled work,...
• Advanced timeline displays showing project phases, work being performed, milestones,...
• Interactive VBA event driven maps showing productivity, various revenues and expenses,...
• Advanced Excel VBA driven charts displaying productivity, ratios, goals,...
• Advanced engineering and science model visualization using Excel VBA to illustrate processes and design configurations

Modeling

• Using VBA based User Defined Worksheet Functions (UDF's) in models to implement advanced lookups, finds and logic
• Using VBA based User Defined Worksheet Functions (UDF's) in models to combine Excel VBA and other languages like FORTRAN, VB.NET and CSharp. This is to integrate existing verified code, to perform advanced calculations and for flat out calculation speed
• Using VBA macros as a wrapper to an existing formula based worksheet model managing its data, formulas, names and information flow
• Using Excel VBA to build an upload and download system for model information
• Using Excel VBA macros to build a batch processing system for a model and managing the batch results
• Automating Solver and Goal Seek and applying them to worksheet models using Excel VBA

If you wish to learn more about these consulting topics on your own, the following Excel VBA workshops cover the same basic material:

• Beginning Microsoft Excel VBA for Business
• Beginning Microsoft Excel for Engineers and Scientists
• Intermediate Microsoft Excel VBA for Business
• Intermediate Microsoft Excel for Engineers and Scientists
• Advanced Microsoft Excel VBA for Business
• Advanced Microsoft Excel VBA for Engineers and Scientists