Excel Automation Archives - PK: An Excel Expert

VBA

Employee ID & Access Request Management System V1.0

January 20, 2026January 20, 2026 PKComments Off

Managing employee IDs and access requests sounds simple. However, in reality, it often becomes messy, slow, and risky. Many organizations still rely on emails, manual Excel sheets, or disconnected systems

VBA

Dry Clean Service Management System V1.0

January 8, 2026January 11, 2026 PKComments Off

Managing a dry-cleaning business involves much more than washing clothes. You must handle customer orders, pricing, services, staff, expenses, reports, and user access securely. However, many dry-cleaning businesses still rely

Templates VBA

Marketing Collateral Request Tracker in Excel

December 30, 2025December 30, 2025 PKComments Off

Marketing teams work in a fast-paced environment. Every day, they receive multiple requests for brochures, presentations, banners, social media creatives, videos, and email templates. However, when teams track these requests

Dashboard

Manufacturing Holiday Calendar in Excel

December 12, 2025December 12, 2025 PKComments Off

Managing holidays, plant shutdowns, maintenance days, and special manufacturing events often becomes challenging. However, when teams rely on scattered notes or static calendars, planning errors increase. Therefore, a Manufacturing Holiday

Dashboard

Mortgage Lenders KPI Dashboard in Excel

December 6, 2025December 6, 2025 PKComments Off

Mortgage lending is a data-intensive business. Every day, lenders track applications, approvals, disbursements, turnaround times, delinquency rates, compliance metrics, and revenue figures. However, when this data stays scattered across multiple

VBA

Document Receiving Log Tracker in Excel

November 10, 2025November 10, 2025 PKComments Off

In today’s document-driven business world, tracking and managing incoming paperwork efficiently is critical for maintaining transparency, compliance, and productivity. Whether your organization handles purchase orders, contracts, HR forms, or invoices,

Templates VBA

Team Collaboration Request Tracker in Excel

November 7, 2025November 7, 2025 PKComments Off

In today’s fast-moving work environment, effective collaboration is essential for achieving success. Whether your organization operates remotely or in an office, managing collaboration requests — from meetings and document reviews

Dashboard

Payment Gateways Dashboard in Excel

October 31, 2025October 31, 2025 PKComments Off

In today’s digital world, businesses rely heavily on online payments. From e-commerce platforms to subscription services, payment gateways are the lifeline of revenue operations. However, managing multiple gateways, monitoring transaction

Templates

Finance Procurement Customer Experience Calendar in Excel

October 26, 2025October 26, 2025 PKComments Off

In finance and procurement, managing schedules, vendor communications, reviews, and customer interactions can be overwhelming. Every missed meeting, delayed payment, or forgotten review impacts business credibility and customer trust. That’s

Templates

Daily Routine Checklist in Excel

September 19, 2025September 19, 2025 PKComments Off

Managing daily routines is one of the best ways to stay productive, reduce stress, and keep track of important activities. Many people struggle to remember tasks, deadlines, and personal goals.