One of my primary responsibilities is to manage all of the
reporting for the company. Red River
Medical is a distributorship of orthopedic surgical devices and implants for a
parent company called Sandex. Red River
Medical is in Las Vegas, NV and covers territories in Nevada, New Mexico, and Arizona. One of the challenges Red River Medical faces
is working with two independent supply chain systems. Much of the financial and operation reporting
done is used to reconcile and verify information is correct between the two
systems. Other reports are used to
calculate commission dollars for sales reps of Red River Medical, sales data,
revenue, inventory, and quotas.
My first responsibility was to learn the different reports
that were needed and used by the inventory department and the owner’s of the
company. All of the reports are done in
Excel, and I quickly realized that the current method of doing reports was
extremely inefficient. While taking the
IS 520 class I have applied different VBA concepts to reporting and have made
drastic improvements in just a couple months.
The following reports are reports I have created or modified
using VBA since being hired in January:
- · Daily Report
- · Commission Report
- · Monthly Purchased Instruments
- · Percent to Quota
- · Red River Focus Groups YTD
These different reports use VBA to copy data from downloaded csv files from the parent company database and paste it and organize it on the report templates that have been built. There are also sub procedures used to organize different types of data into tables and charts to make it easier to read and understand.
- http://files.gove.net/shares/files/16w/aisom2/Executive_Summary.pdf
- http://files.gove.net/shares/files/16w/aisom2/Commission_Template.xlsm
- http://files.gove.net/shares/files/16w/aisom2/Monthly_Purchased_Instruments.xlsm
- http://files.gove.net/shares/files/16w/aisom2/PTQ_TEMPLATE.xlsm
- http://files.gove.net/shares/files/16w/aisom2/Red_River_Foucs_Groups_YTD_QTY_TEMPLATE.xlsm
- http://files.gove.net/shares/files/16w/aisom2/Daily_Reports.zip
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