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 Several of the techniques in these guides are outdated, but the concepts and principles remain.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).
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.
Basic Building Block
Initial Cell Codes
Intro to VBA Code writing
Completing the Process
Power Pivot Tables
Making it Pretty
Refreshing the database