The document provides detailed instructions for creating a macro in Excel for Mac 2011 that will format and analyze a financial report. The macro will:
1. Add formatting elements like conditional formatting, filters, and currency formatting to various columns.
2. Analyze metrics in different columns to automatically categorize numbers in the "Custom Variable 6" column into three boxes based on performance criteria - one for a white list, one for a black list, and one for a low bid white list.
3. The macro aims to simplify analysis and automate categorizing numbers for whitelisting and blacklisting in the financial report.
Original Description:
Consist of concise instructions to create an excel macro
The document provides detailed instructions for creating a macro in Excel for Mac 2011 that will format and analyze a financial report. The macro will:
1. Add formatting elements like conditional formatting, filters, and currency formatting to various columns.
2. Analyze metrics in different columns to automatically categorize numbers in the "Custom Variable 6" column into three boxes based on performance criteria - one for a white list, one for a black list, and one for a low bid white list.
3. The macro aims to simplify analysis and automate categorizing numbers for whitelisting and blacklisting in the financial report.
The document provides detailed instructions for creating a macro in Excel for Mac 2011 that will format and analyze a financial report. The macro will:
1. Add formatting elements like conditional formatting, filters, and currency formatting to various columns.
2. Analyze metrics in different columns to automatically categorize numbers in the "Custom Variable 6" column into three boxes based on performance criteria - one for a white list, one for a black list, and one for a low bid white list.
3. The macro aims to simplify analysis and automate categorizing numbers for whitelisting and blacklisting in the financial report.
1. To
main
screen
of
macro,
in
addition
to
box
where
file
name
is
inputed,
added
a
box
with
label
'Payout'
with
default
value
of
$35
2. Remove
‘AP’
column
completely
3. Bold
first
Row
4. Enable
Filter
on
all
rows
5. Change
formatting
for
‘CTR’,
’CR’,
‘CV’,
‘ROI’
to
Percentage
with
2
decimal
points
6. Change
‘EPC’
and
‘EPV’
to
2
decimal
points
and
add
currency
formatting
($)
7. Add
conditional
formatting
to
‘ROI’
column
following
these
rules:
a. if
ROI
>=
0.5,
then
highlight
GREEN,
b. if
0.5
>
ROI
>=
0.0,
then
highlight
YELLOW,
c. if
ROI
<
0.0,
then
highlight
RED
8. Add
conditional
formatting
to
‘Profit’
column
following
these
rules:
a. if
Profit
>
0,
then
highlight
GREEN,
b. if
Profit
<
0,
then
highlight
RED
9. Add
conditional
formatting
to
‘CTR’
column
following
these
rules:
a. if
((‘Visits’
>=
30
AND
'CTR'
==
0)
OR
(‘Visits’
>=
50
AND
'CTR'
<
0.06)),
then
highlight
RED
10. Add
conditional
formatting
to
‘Custom
Variable
6’
column
following
these
rules:
a. If
‘Conversions’
>=
5
AND
‘ROI’
>=
0.4,
then
highlight
corresponding
‘Custom
Variable
6’
cell
GREEN
b. If
‘Conversions’
>=
4
AND
‘ROI’
>=
1.0,
then
highlight
corresponding
‘Custom
Variable
6’
cell
GREEN
c. If
‘Conversions’
>=
3
AND
‘ROI’
>=
1.5,
then
highlight
corresponding
‘Custom
Variable
6’
cell
GREEN
d. If
‘Conversions’
>=
5
AND
‘ROI’
<
0.5
AND
‘ROI’
>
-‐0.4,
then
highlight
corresponding
‘Custom
Variable
6’
cell
YELLOW
11. Add
conditional
formatting
to
‘Custom
Variable
6’
column
following
these
rules:
a. IF
(‘Conversions’
>=
5
AND
‘ROI’
<=
-‐0.4),
then
highlight
RED
b. ELSEIF
(‘Conversions’
>=
3
AND
‘ROI’
<=
-‐0.5),
then
highlight
RED
c. ELSEIF
(‘Conversions’
>=
2
AND
‘ROI’
<=
-‐0.6),
then
highlight
RED
d. ELSEIF
(‘Conversions’
>=
1
AND
‘ROI’
<=
-‐0.75),
then
highlight
RED
e. ELSEIF
(‘Conversions’
==
0
AND
‘Cost’
>=
2
*
’Payout’),
then
highlight
RED
f. ELSEIF
((‘Conversions’
==
0
AND
‘Visits’
>=
40
AND
'CTR'
==
0)
OR
(‘Conversions’
==
0
AND
‘Visits’
>=
60
AND
'CTR'
<=
0.04))
OR
(‘Conversions’
==
0
AND
‘Visits’
>=
100
AND
'CTR'
<
0.06),
then
highlight
RED
12. Add
conditional
formatting
to
‘Custom
Variable
6’
column
following
these
rules:
a. If
number
in
'Custom
Variable
6'
cell
matches
any
number
on
'BL'
column
then
bold
and
change
font
color
to
ORANGE
for
'Custom
Variable
6'
cell
b. If
number
in
'Custom
Variable
6'
cell
matches
any
number
on
'LBWL'
column
then
bold
and
change
font
color
to
PURPLE
for
'Custom
Variable
6'
cell
c. If
number
in
'Custom
Variable
6'
cell
matches
any
number
on
'WL'
column
then
bold
and
change
font
color
to
BLUE
for
'Custom
Variable
6'
cell
AUTOMATING
THE
ANALYSIS
13.
On
main
screen
of
Macro
please
create
3
Boxes
(that
will
output
comma
separated
numbers
from
‘Custom
Variable
6’
based
on
the
conditions
I
will
set
below):
a. One
Box
Titled
“Add
to
White
List”
b. Second
Box
Titled
“Add
to
Black
List”
c. Third
Box
Titled
“Add
to
Low
Bid
White
List”
14.
Determine
list
of
ALL
‘Custom
Variable
6’
numbers
that
fit
the
following
conditions:
a. IF
(‘Conversions’
>=
5
AND
‘ROI’
>=
0.4)
AND
(Number
is
NOT
on
‘WL’
Column)
b. ELSEIF
(‘Conversions’
>=
4
AND
‘ROI’
>=
1.0)
AND
(Number
is
NOT
on
‘WL’
Column)
c. ELSEIF
(‘Conversions’
>=
3
AND
‘ROI’
>=
1.5)
AND
(Number
is
NOT
on
‘WL’
Column)
d. Place
all
‘Custom
Variable
6’
numbers
that
meet
one
(or
more)
of
the
above
conditions
into
“Add
to
White
List”
Box
(comma
separated)
15. Determine
list
of
ALL
‘Custom
Variable
6’
numbers
that
fit
the
following
conditions:
a. If
(‘Conversions’
>=
5
AND
‘ROI’
<
0.4
AND
‘ROI’
>
-‐0.4)
AND
(Number
is
NOT
on
‘LBWL’
Column)
b. Place
all
‘Custom
Variable
6’
number
that
meet
above
condition
into
“Add
to
Low
Bid
White
List”
Box
(comma
separated)
16. Determine
list
of
ALL
‘Custom
Variable
6’
numbers
that
fit
the
following
conditions:
a. IF
(‘Conversions’
>=
5
AND
‘ROI’
<=
-‐0.4)
AND
(Number
is
NOT
on
‘BL’
Column)
b. ELSEIF
(‘Conversions’
>=
3
AND
‘ROI’
<=
-‐0.5)
AND
(Number
is
NOT
on
‘BL’
Column)
c. ELSEIF
(‘Conversions’
>=
2
AND
‘ROI’
<=
-‐0.6)
AND
(Number
is
NOT
on
‘BL’
Column)
d. ELSEIF
(‘Conversions’
>=
1
AND
‘ROI’
<=
-‐0.75)
AND
(Number
is
NOT
on
‘BL’
Column)
e. ELSEIF
(‘Conversions’
==
0
AND
‘Cost’
>=
2
*
’Payout’)
AND
(Number
is
NOT
on
‘BL’
Column)
f. ELSEIF
(‘Conversions’
==
0
AND
‘Visits’
>=
40
AND
'CTR'
==
0)
AND
(Number
is
NOT
on
‘BL’
Column)
g. ELSEIF
(‘Conversions’
==
0
AND
‘Visits’
>=
60
AND
'CTR'
<=
0.04)
AND
(Number
is
NOT
on
‘BL’
Column)
h. ELSEIF
(‘Conversions’
==
0
AND
‘Visits’
>=
100
AND
'CTR'
<
0.06)
AND
(Number
is
NOT
on
‘BL’
Column)
i. Place
all
‘Custom
Variable
6’
number
that
meet
one
(or
more)
of
the
above
conditions
into
“Add
to
Black
List”
Box
(comma
separated)
Adjust
CPC
Box
Add
another
input
box
(right
below
Payout
box)
with
title
‘CPC’.
If
this
box
is
left
empty
than
nothing
will
change,
no
change
to
formatting
or
analysis.
If
a
number
is
placed
in
this
box,
let’s
call
it:
‘CPC’,
then
the
sheet
will
be
altered
as
followed
BEFORE
formatting
and
analysis
is
applied:
1. ‘Cost’
value
for
each
row
will
be
re-‐calculated
as
followed:
‘Cost’
=
‘CPC’
*
‘Visits’
2. Value
of
every
cell
in
‘CPV’
Column
will
be
replaced
with
‘CPC’
3. ‘Profit’
will
be
re-‐calculated
based
on
new
‘Cost’
value
determined
in
#1:
‘Profit’
=
‘Revenue’
–
‘Cost’
4. ‘ROI’
will
be
re-‐calculated
based
on
new
‘Cost’
value
determined
in
#1,
and
new
‘Profit’
value
determined
in
#3:
‘ROI’
=
‘Profit’/’Cost’
Once
these
above
steps
are
done
on
sheet,
proceed
with
formatting
and
analysis.