1. what ??? why ??? automation ??? introduction where do we need automation ????? future...

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.

7

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.

9

PROJECT DELIVERY

SAS Input

Execute SAS

Import Excel Data

Generate PPT

10

DEVELOPMENT-TAGS UPDATION

Open Template Locate Tag

Go to excel tag sheet.

Pick up the value. Update.

DEVELOPMENT-CHART UPDATION

12

Open Template

Locate Chart

Object

Go to excel chart sheet.

Pick up the updated chart.

Update in the PPT.

DEVELOPMENT-TABLE UPDATION

13

Open Template Locate table

Go to excel table sheet.

Pick up the updated

table.

Update in the PPT.

14

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

17

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

18