Funded Opportunities – Report Automation

40 Hours

Before Automation

10 Hours

After VBA Automation

30 Hours

Time Saved per month

  • Industry:
  • Financial Service

Company Profile: It is an American independent investment management company that is headquartered in Atlanta, Georgia, United States and has branch offices in 20 countries.

  • Department:
  • Operation
  • Tool(s) Used:
  • Microsoft Excel VB Programming (Macro)

Need for Automation:

I am required to analyze and generate the transactional report. The major task is to collect information about the different channels and analyze the highest portfolio amount traded by the broker or firms. The whole process consumes 2 hours per day to do a complete analysis manually. Hence, an automation of this process will reduce my time and minimize the human error while plotting the pivot table.

Cost-Benefit Analysis (Post Macro Implementation)


Funded Opportunities Analysis

Frequency (Monthly)

20 Times

Time consumed manually

2 Hours

Time Consumed for automated activity

30 Minute

Total time savings per activity

1 Hour 30 Minutes

Total time saved Per month

30 Hours

Cost Savings

Rs 1,000 per week approx.

Take 12-day session, and we will teach you how to Automate your Excel Reports and Processes using VB Programming and, save hours of work for you and the Company. You don’t need to know programming. All you should have is the adequate knowledge of Excel Functions.

Upcoming Schedule:

  • Date:
  • Time:

All our sessions are Classroom, Instructor-Led. If you feel, you need to assess your proficiency with Excel Formulae before reserving the seat, Schedule your pre-assessment with the support team at .

Throughout the course, you will be facilitated with 90 small-scale scenarios, 7case studies, and a Live VBA Project to implement the realtime automation back at work.

Ready to learn Excel VBA Macro?