Get Data from All Files (Workbooks) in Selected Folder and Prepare PDF Report for selected columns.
This video showcases an Excel VBA application designed to streamline data management and reporting tasks. The application offers several powerful features to efficiently handle a large dataset spread across 12 workbooks.
The main functionality of the application involves consolidating data from the selected folder's workbooks into a master workbook's 'Database' worksheet. A custom function or macro scans the folder, identifies the 12 workbooks, and extracts the required data, which is then copied into the master workbook.
To facilitate easy viewing and interaction with the consolidated data, a user form is implemented. The user form includes a list view control that displays the entire database, allowing users to browse through the records easily.
The user form offers various options to search the database or apply specific parameters for filtering the desired results. Different fields are added to the form to support functions such as creating new entries, reading existing data, updating records, and deleting entries.
Since the dataset is large, the application employs an advanced filter option for fast and efficient copying of results matching the provided parameters. This ensures a smooth user experience even with extensive data.
To generate reports based on specific parameters, users can click the 'Generate Report' button. The application then generates a report, which can be further processed, saved separately, exported as a PDF file, or directly printed.
Additionally, the application provides functionality to update payment methods and account numbers for the entire database in a single click. The account number field includes a dropdown menu, allowing users to add, remove, or update account numbers as required, with only the listed account numbers being selectable.
To complement the data management and reporting capabilities, an additional worksheet serves as a dedicated report template. Users can customize the report generation process based on their requirements.
Overall, this Excel VBA application offers a comprehensive solution for merging, managing, and reporting on a large dataset, empowering users with efficient data handling and streamlined reporting functionalities.
