I have a task where I download a .CSV file, manipulate it in Excel, save it as a .CSV, upload it to a different system, manipulate it again, save it again as a .CSV and then do some more uploading.
Doing this manually takes me 20 minutes, which isn't bad. I wrote out the steps, (seven typed pages of the steps to take in Excel.) trained someone else to do it and it took them hours to complete. The other person rightly said "I'm not doing this every day!"
OK. I can see the other person's point. So, I can record macros to do the grunt work. That is (perhaps) not a problem (I don't know, cause I haven't tried to do it yet, but it really shouldn't be). But, before I begin recording macros, would someone please tell me how to manage this overall task.
Specifically, I download a .CSV file from a system. How do I get my macros into that sheet? How do I set up a series of buttons to run each macro that is needed? (Ideally, it would be one button, but what if I need more than one button?)
Or, am I thinking this backwards? Should I set up a workbook that contains the macros and have it import the .CSV file, process it and save the modified .CSV files? If I take this approach, how do I keep the macros from being erased, or the sheeet from being changed?
I need this process to be reasonably simple, so that a person with very little Excel knowledge can do the processing.
Any help or pointers in the right direction would be most appreciated.