I recently started at a company  as a Automation Developer. My job is toautomate periodic reports (in Word) for all of our customers (~50), one for each.Each report is slightly different, so I am going to have develop code for eachcompany. The position is new and there are no automation in place; all reports arecompiled by copying data from Excel, pasting, and formatting in Word.However, the data in all these reports all come from just 2 IT systems. I can set up the system to automatically send me Excel reports for each customerson. Here is my automation process for generating each report.Create a template of the report which are striped away of tables, dates, and statistics.Collect all data into one Excel workbook. (Different tables are in different worksheets.)Ensure all tables are in a standard format.Run a VBA script to compile all tables into a Word doc and populate dates and statistics.Questions.Any recommendations for improving my current process?What best practices should I follow when using VBA in Excel to automate reports?How best to handle future changes?Best way to transfer code amongst different users? And my users are not VBA-savvy; I will have to document how to automate these reports step-by-step.
Best Practices for Automating Word Documents
programming practices;automation;excel;word