I hope to begin posting more articles on how to setup different analysis tools and VBA code, but in the meantime this should help you get started in learning some of the basics. The info below is copied straight out of the Phase I instructions. Several of the techniques in these guides are outdated, but the concepts and principles remain. If you understand the conceptual framework you can tailor your tool for more current systems (e.g. DEAMS).

FM Tools Project Phase I Instructions

FM Tools Project Phase III Instructions

FM Tools Project Phase II Instructions

The status of funds tool is customized to assist leadership in making decisions by converting CRIS raw data into an easy-to-read format. Its purpose is not to eliminate program review and analysis from your daily fiscal management routine, but rather to eliminate the time it takes to harvest the raw data and organize it into a format that can be quickly analyzed.  Additionally this tool allows the analyst to drill into an organization’s spending to focus on specific EEICs and RCCCs, as well as an up-to-date address directory.

This tracker provides the following:

Status of Funds report in an easy-to-read balance sheet format

Reduces data collection time through the automated VBA process

Customizable charts and reports that can be developed for any data point

Standardized review of programs across the organization

Current address directory

This package contains instructions on how to build this tool set using the everyday technology on your current desktop workstation. Also included are some of the basic codes that you will need to get started.  Since we all use the AF standardized coding package, these codes should only require minor tweaks to bring them in line with your specific programs.

Contents

Basic Building Block

Initial Cell Codes

Intro to VBA Code writing

Completing the Process

Power Pivot Tables

Making it Pretty

Refreshing the database

Common Codes