ppm code documentation

1. Design Documentation

2. 
Person 1
Person 3
Person 2

3. 
Person # 1
SQL Queries
Email to Person 2
PPM Database
Raw Data
Updated
Data

4. Rename old V2 and
POR files to match
previous date
Person 1puts
Source File in
T: drive
Utilit
y File
Source Data
Filter and
Massage Data
Review
for
issues
Publish V2
File
Vba
magic
Make copies of old V2 and
POR Files
SQL QueriesPerson 1Update
PPM
DatabaseRaw Data
Updated Data
Refresh copied files
automated
manual

5. 
Corporation
Folder Restructuring
Person 2
Project Managers Domain Financials
V2 Comparison
File

6. 
Enough Excel Sheets?
1. PPMSprint8PORHybridfixes…xlxs
 Source File that Person 1 Produces
2. PPM Financial Summary Extract Report Utility v14.xlxs
 Utility File used to create new “Source” File
3. PPM Financial Summary Extract Report Source Data.xlxs
 New Source File used to “Refresh” the final spreadsheet(s)
4. PPM Project Financial Summary w/ POR and ABBCC.xlxs
 Will be refreshed and used by a few people
5. PPM Project financial Summary – yyyy mm dd V2.xlxs
 Will be refreshed and used by most people
 Final Report

7. 
Excel Sheet Mathematics
PPM Financial Summary Extract
Report Utility v14
PPMSprint8PORHybridfix
es
PPM Financial Summary Extract
Report Source Data
PPM Project Financial Summary…(2) PPM Project Financial Summary…(2)

8. 
Excel Connections
 PPM Project Financial Summary w/ POR and
ABBCC.xlxs and PPM Project financial Summary
– yyyy mm dd V2.xlxs have no vba, but they do
have a connection to the source report data sheet.
That connection’s properties can be viewed here:

9. 
VBA Magic – Utility File
Many lines of code all in the utility file.

10. 
Sample
Interpretation

11. 
Hides the form if cancel button clicked
Calls processRawData if Process btn
clicked
When userform is activated, populateWorkBooksList is
called
Populates list box with name of
open workbooks. So the combo
box in the userform will have
the names of all the workbooks
open, and you can choose one
in the btnProcess_Click() sub.
Note: Open workbooks will
have to have PROP_PROJ_NO
in A1 to be included in the
combo list.

12. 
Automation Option
Chosen
1. More VBA
a. Description:
a. Leverage more vba to interact with excel sheets, and create
final excel sheet to update to LiveLink
b. Manual steps post vba:
1. Put Jeff’s excel sheet into T: drive
2. Manually make some changes depending on data
3. New V2 file will be created. Upload this to livelink

13. 
 Rename old files/open extract and utility
 Run utility to create Source Data File (save it)
 Data Validation on Source Data File(14 checks that
Person 1 has outlined)
 Refresh V2 file
 Send email with results of validation checks
Automated Already

14. 
 Logger to make debugging easier
 Schedule so process runs automatically
 Add functionality so POR file also gets refreshed
To Do

15. 
 Creation of Person 2’s Comparison File
 Recognizing and placing previous month’s final mid-
month extract in separate folder to be used in
comparison
 Looking at data validation checks and dealing with
abnormal data (changing data, calling project
managers)
 Making manual changes to certain data
Still Manual

16. 
 Visual Basic for Applications
 Zena Scheduler
 Batch File
 Dwbatch002 windows server
Tools