Hi everyone,
I’m currently working on automating the generation of tax form reports in Excel that are ready for filing, and I need some guidance on sourcing and consolidating data effectively. I’m new to VBA, so I appreciate any help you can provide!
Task Overview:
I have two main data sources to work with:
1 Transaction Data: Extracted from our ERP system, including:
◦ Transaction date
◦ Vendor name
◦ VAT amount
2 Vendor Register: This contains comprehensive vendor information, such as:
◦ Vendor name
◦ Tax number
Objective:
I want to automate the generation of a report that includes:
• Transaction date
• Vendor name
• Tax number (sourced from the Vendor Register)
• Tax amount (from the Transaction Data)
I’m looking for help with:
• Automating the consolidation of data from these two sources into a single report using VBA.
• Ensuring that the tax number correctly aligns with the corresponding vendor name.
• Writing VBA code that can pull the required fields and generate the report automatically.
◦ Any example templates, sample code, or advice for beginners would be super helpful!
Thanks in advance for any guidance or tips!
I’m currently working on automating the generation of tax form reports in Excel that are ready for filing, and I need some guidance on sourcing and consolidating data effectively. I’m new to VBA, so I appreciate any help you can provide!
Task Overview:
I have two main data sources to work with:
1 Transaction Data: Extracted from our ERP system, including:
◦ Transaction date
◦ Vendor name
◦ VAT amount
2 Vendor Register: This contains comprehensive vendor information, such as:
◦ Vendor name
◦ Tax number
Objective:
I want to automate the generation of a report that includes:
• Transaction date
• Vendor name
• Tax number (sourced from the Vendor Register)
• Tax amount (from the Transaction Data)
I’m looking for help with:
• Automating the consolidation of data from these two sources into a single report using VBA.
• Ensuring that the tax number correctly aligns with the corresponding vendor name.
• Writing VBA code that can pull the required fields and generate the report automatically.
◦ Any example templates, sample code, or advice for beginners would be super helpful!
Thanks in advance for any guidance or tips!
