Along with learning Microsoft Excel for work purposes and especially since I learned Python as my first programming language, I developed ways to make my quality-of-life at work better: Templating. Here are some of the most useful ones (at least for me) I created.
Excel Automation
Automation of summations, breakdowns "per-account", plotting via lookup formulas, data sanitation & validation, conditional formatting, etc.
These resulted to me being more efficient and error-prone in data entry tasks and record-keeping, plus more spare time to think of the next automation projects, or improvements to the ones I created.
This Excel-based template streamlines internal audits by verifying and balancing financial amounts between the Treasury's collection reports vs the Accounting Office's. It's designed to quickly pinpoint discrepancies, such as identifying the exact Official Receipts (OR) where issues arise—proven to be far more efficient than manual methods.
Key features include:
User -Friendly Guidance: Comprehensive comments and step-by-step instructions on how to use the template, plus tips on what to modify if needed.
Organized Transactions: All entries are automatically sorted and separated by transaction date for easy tracking.
Automated Summaries: A dynamic rolling summary per account, compiled on a dedicated month-end overview page to simplify reporting.
Visual Reminders: Conditional highlighting on key cells to flag additional actions required, ensuring nothing slips through.
Data Validation Controls: Built-in validation features that restrict inputs to clean, accurate data only, preventing errors and maintaining data integrity across all fields.
Print-Ready Outputs: Professional form pages formatted for direct printing, ready for audits or submissions.
Flexible and Future-Proof: Easily customizable by users familiar with Microsoft Excel, allowing adaptations as needs evolve.
Built and optimized for Microsoft Office 2019 and later versions, including Microsoft 365.
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This Excel macro template enables batch text replacements across your workbook, making it simple to update names, references, or other data entries in bulk—particularly useful for employee lists, salary files, or any document requiring consistent standardization. It saves time on repetitive edits while minimizing errors, with clear setup steps and sample data to guide you through the process.
Key features include:
Easy Setup Instructions: Create a "Replacements" sheet in your workbook, then import the downloadable batchFindAndReplace.bas file via the Developer tab (Alt+F11) for seamless integration—no advanced coding required.
Straightforward Input Format: List items to replace in column A and their new values in column B, with built-in examples for quick reference (samples available on the Official_List sheet).
One-Step Execution: After saving, closing, and reopening the workbook to load the macro, run it directly from Developer > Macros > BatchFindAndReplace to apply changes across the file.
Built-in Safeguards: Prompts to double-check texts, enumerate potential conflicts (e.g., with data sorting or reporting), and verify replacements for accuracy and completeness.
Flexible and Expandable: Designed for users to enhance their Excel skills; easily adaptable with basic VBA tweaks if needed.
Built and optimized for Microsoft Office 2019 and later versions, including Microsoft 365 (ensure macros are enabled in your security settings for full functionality).
You can download batchFindAndReplace.bas below:
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