1. what ??? why ??? automation ??? introduction where do we need automation ????? future...
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PROJECT PRESENTATION
ANKIT/ATUL / VIBHOR /HARSH
INTERNSHIP AT EQUIFAX , INDIA
GUIDED BY -
LAKSHMINARASIMHAN SANTHANAM1
What ??? Why ??? Automation ???
INTRODUCTION
Where Do we Need Automation ?????Future Applications ???Coding ???? IT ???
REPITITIONS
THE GOAL OF THE PROJECT IS TO DEVELOP A VBA APPLICATION THAT AUTOMATES THE PROCESS OF GENERATING ANALYTICS PRESENTATION FOR OUR LARGER RETAIL CLIENT “LANDMARK” IN THE MIDDLE EAST.
THESE ANALYTICS PACKS ARE GENERATED FOR 9 TERRITORY PACKS AND 20 CONCEPTS.
PROJECT GOAL
VBA
SAS
TECHNOLOGIES DEPLOYED
THE TECHNOLOGY THAT IS BEING USED
FOR THE PROJECT ARE : -
MS EXCEL AND MS POWERPOINT
VBA (VISUAL BASIC FOR APPLICATIONS)
SAS
OVERVIEW - RETAIL ANALYTICS
DATA SET EXECUTE SAS SAS-OUTPUT
CLICK ! CLICK ! CLICK !
PPT INPUT EXCEL CALCULATIONS PRESENTATION
• LANDMARK-UAE based Company .
• CONCEPTS (Stores) such as Splash, Babyshop,
Lifestyle,etc...• Revenue , ATV , AMS ,
loyalty segments, RFM, Trip buckets,etc
• Territory,Concepts,Periods
WHAT WAS REQUIRED
RETAIL ANALYTICS SLIDES -OVERVIEW
SLIDES
Chart
Table
Tag
PROJECT DESIGN
A PowerPoint presentation has 4 components- textbox, tables, shapes and graphsA template is maintained which includes all custom layouts, charts ,tables ,shapes in the same position as
required in the final presentation.
A blank template is maintained that is used to generate all Presentations and is then saved with an
appropriate name.
All the text that is dynamic are given a tag name and this tag is associated with a value depending on the data.
Blank tables that are maintained in the template are populated with relevant values based on the data.
All charts are also maintained in the template which are used to position the new charts that are made in excel based on data.
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PROJECT PLAN
Supplier
Input Process
Output Customer
DESIGN• INPUT DATA• VBA-
FORMULAE-CODING
• CHARTS,TABLES,GRAPHS
DEVELOPMENT• VBA CODING• CALLING
TAGGED TEMPLATES
• TAG SHEETS-REPLACEMENT
• DIALOG BOXES• OBJECTS
REPLACEMENT
UAT• USER
ACCEPTANCE TESTING
• BUG FIXING• SIGN-OFF
PROJECT PLAN – CONT.
UPDATION OF TAGS , TABLES AND CHARTS
A list of tags and their values are maintained in main excel file corresponding to each slide.
When the slides are created then tags are searched and then replaced by their corresponding values.
The tables are maintained in the excel file with named range. The data in the table cells are updated according to the input data through pivots.
Then this excel range is used to populate the values in the table in the template cell by cell.
The charts are maintained in the main excel file and have their data source in the excel itself. These data source are updated based on input data through pivot tables
When the slide is being created the charts that are present in the template are replaced by new charts with same position and size.
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PROJECT DELIVERY
SAS Input
Execute SAS
Import Excel Data
Generate PPT
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DEVELOPMENT-TAGS UPDATION
Open Template Locate Tag
Go to excel tag sheet.
Pick up the value. Update.
DEVELOPMENT-CHART UPDATION
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Open Template
Locate Chart
Object
Go to excel chart sheet.
Pick up the updated chart.
Update in the PPT.
DEVELOPMENT-TABLE UPDATION
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Open Template Locate table
Go to excel table sheet.
Pick up the updated
table.
Update in the PPT.
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DEVELOPMENT- GRAPH UPDATION
CRITICAL PROJECT DELIVERY
Input Data
Validation
Documentatio
n
Output Sheets
Validation
Formats
Error Log
REU
SA
BLE
FR
AM
EW
OR
K The adaptable framework of code makes it useful for all similar projects
EA
SY
DEB
UG
GIN
G Well defined framework of code make it easy to find the error source & debug it
SIM
PLIF
IED
P
RO
CESSEntire
process of generation of PPT based on SAS output is reduced to THREE CLICKS
SUCCES STORY
KEY TAKEAWAY
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We learnt…
Various Phases of an Analytics application development project and a framework for PPT generation.
Project Planning, Design Development & Debugging of a program, UAT Sessions, various documentations and delivery timelines.
How to validate Data, create dynamic charts, Working with Pivots,various Excel Formulae.
How to work with excel objects, PPT objects and various SAS IOM libraries, Especially automation of SAS through VBA.
How the retail Analytics works, various sources of member acquisitions and technical terms like ATV, AMS,etc.
Finally How to Work as a team in a dynamic corporate environment.
During the short Work period of about 60 days, the exposure provided was immense and the interactions and training sessions with the Equifax folks were memorable.
Thanking you for the great Opportunity to work on live project
THANK YOU
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