Back to selected work

Excel · Practical automation

Automating everyday Excel work with VBA

Six practical Excel builds covering invoice creation, email preparation, filtering, fuel tracking, text extraction, reporting and an educational game.

Analytics
Two video demonstrations
2video demonstrations
VBAworkflow automation
Regexattribute extraction
PDF + emailinvoice output

The problem

What needed to change

Spreadsheet work can turn into a long sequence of filters, copied values, formatting, file creation and manual follow-up. Repeating those steps takes time and makes mistakes more likely.

My approach

How I approached it

For each project, I mapped the manual steps first and then used formulas, Power Query or VBA to turn them into a clear guided process inside Excel.

System flow

How the pieces connect

  1. 01Manual task
  2. 02Rules and inputs
  3. 03VBA workflow
  4. 04Validation
  5. 05Formatted output
  6. 06Operational handoff

What I built

What is included

  • Invoice workflow that extracts records, formats PDFs, and prepares email delivery.
  • Column-based filtering and extraction for retrieving product IDs.
  • Fuel-entry and editing workflow paired with a management dashboard.
  • Regex-powered function for extracting measurement units and product attributes.
  • Revenue dashboard with salesperson and time-based performance views.
  • Interactive French-verb battleship game built inside Excel.

Key decisions

Choices that shaped the project

01

Keep the familiar interface

Users can stay in Excel while the automation handles the repetitive steps that are easiest to miss or repeat incorrectly.

02

Make each step clear

Buttons, forms and clear outputs make the workflow understandable even when the VBA behind it is more complex.

03

Show the workflow in action

The two video demonstrations show what the user does, what Excel automates and what the finished output looks like.

Result

What I delivered

These projects show how I use Excel as both an analysis tool and a practical interface for repeatable operational work.

Next improvement

What I would do next

I would package the strongest examples with safe sample files, a simple process comparison and a documented estimate of time saved.

Tools and methods

ExcelVBAPower QueryRegexPDFEmail automation

Next case study

Focus

Focus helps school teams record incidents, spot patterns, manage follow-up and ask questions in Portuguese. It brings the web app, PostgreSQL data, dashboards, alerts and AI into one workflow.

Continue exploring