diff --git a/README.md b/README.md new file mode 100644 index 0000000..fc1fa18 --- /dev/null +++ b/README.md @@ -0,0 +1,268 @@ +#
Vangest – Excel VBA Production Management Tool
+ +--- + +##
Overview
+ +Vangest is a Microsoft Excel VBA-based management tool designed to support production monitoring, machine-hour control, reporting automation and KPI visualization. + +The workbook uses VBA macros, UserForms, automated PDF exports, Outlook integration and Power BI access to simplify operational reporting across different production areas. + +--- + +#
Main Features
+ +## User Authentication + +- Login system with user/password validation +- User registration form +- Restricted access to management menus +- Workbook auto-save on exit + +--- + +## Production Area Management + +The system organizes machines by production area: + +| Area | Description | +|:---:|:---:| +| Small Moulds | Small mould production machines | +| Medium Moulds | Medium mould production machines | +| Large Moulds | Large mould production machines | +| DT2 / Automation | Automation and complementary production areas | + +--- + +## Machine Hour Registration + +The workbook allows the user to insert and manage weekly machine-hour values for several machines, including: + +| Small Moulds | Medium Moulds | Large Moulds | +|:---:|:---:|:---:| +| Makino D500_1 | Makino F5_nova | DMU 160P | +| Makino D500_2 | Makino F8 | DMU 340 Gantry | +| Makino V33 | DMU 70 Evo CNC | Awea | +| Kern | DMU 50 Evo | FPT60 | +| Ingersoll CNC | DMC 100V | FPT80 | +| Makino U3 | Sodick AG100L | DMC 125 | +| GF Cut 2000S | Fanuc Robocut | Sodick AQ15L | + +--- + +#
VBA Automation
+ +## Main VBA Functionalities + +| Module / Feature | Description | +|:---:|:---:| +| Login Form | Validates user access | +| Registration Form | Adds users to the workbook database | +| Menu Form | Central navigation interface | +| Weekly Hours Form | Inserts machine-hour values | +| PDF Export | Exports predefined Excel ranges to PDF | +| Outlook Automation | Creates and sends emails with reports attached | +| Power BI Shortcut | Opens the associated Power BI dashboard | +| Cache Cleaning | Clears temporary or calculated values | +| Sheet Creation | Creates yearly sheets based on templates | + +--- + +#
Report Generation
+ +The workbook can generate PDF reports for: + +- Small Moulds +- Medium Moulds +- Large Moulds +- DT2 / Automation +- General listings +- Weekly machine-hour summaries + +Generated reports are exported from predefined Excel ranges and can be automatically attached to Outlook emails. + +--- + +#
Outlook Integration
+ +The VBA macros include Microsoft Outlook automation for: + +- Creating email messages +- Defining recipients +- Adding subjects +- Writing automatic message bodies +- Attaching generated PDF reports +- Sending weekly reports + +Example report subjects include: + +```txt +Small Mould Semana +Medium Mould Semana +Large Mould Semana +DT2 Mould Semana +``` + +--- + +#
Power BI Integration
+ +The workbook includes a shortcut to open a Power BI dashboard file: + +```txt +Vangest.pbix +``` + +This allows the user to access KPI visualizations linked to the Excel-based production data. + +--- + +#
Technologies Used
+ +| Technology | Purpose | +|:---:|:---:| +| Microsoft Excel | Main platform | +| VBA | Automation logic | +| UserForms | Graphical user interface | +| Outlook VBA Automation | Email reporting | +| Power BI | KPI visualization | +| PDF Export | Report generation | +| Excel Charts | Data visualization | + +--- + +#
Workbook Structure
+ +```txt +Vangest.xltm.xlsm +├── Registos +├── Gráficos +├── Small Moulds +├── Medium Moulds +├── Large Moulds +├── Automation / DT2 +├── UserForms +└── VBA Modules +``` + +--- + +#
Main Workflow
+ +```txt +User Login + ↓ +Select Production Area + ↓ +Choose Machine + ↓ +Insert Weekly Values + ↓ +Update Excel Records + ↓ +Generate Reports + ↓ +Export PDF + ↓ +Send by Outlook + ↓ +Open Power BI Dashboard +``` + +--- + +#
Key Functional Areas
+ +## Data Registration + +- Weekly machine-hour input +- Machine selection through ComboBoxes +- Area-based categorization +- Automatic workbook saving + +## Reporting + +- PDF report generation +- Weekly report exports +- Automatic file naming with date/time + +## Dashboard Support + +- Excel chart-based analysis +- Power BI file launching +- KPI reporting support + +## User Management + +- Login validation +- User registration +- Permission-based access logic + +--- + +#
Requirements
+ +| Requirement | Description | +|:---:|:---:| +| Microsoft Excel | Required to run the workbook | +| VBA Macros Enabled | Required for automation | +| Microsoft Outlook | Required for email automation | +| Power BI Desktop | Required to open `.pbix` dashboards | +| Windows OS | Recommended environment | + +--- + +#
How to Use
+ +1. Open the workbook. +2. Enable macros. +3. Login using a valid user. +4. Access the main menu. +5. Select the desired production area. +6. Insert machine-hour values. +7. Generate reports. +8. Export PDFs. +9. Send reports through Outlook. +10. Open Power BI dashboard if needed. + +--- + +#
Security Notes
+ +This workbook contains VBA macros and should only be used in a trusted environment. + +Before execution: + +- Verify the source of the file +- Enable macros only if trusted +- Review email recipients before sending reports +- Confirm PDF outputs before distribution + +--- + +#
Future Improvements
+ +- Replace hardcoded paths with dynamic configuration +- Add database integration +- Improve user authentication +- Add role-based permissions +- Create automatic backup system +- Improve error handling +- Add configuration sheet for email recipients +- Migrate reporting logic to Power BI or web dashboard + +--- + +#
Disclaimer
+ +This workbook was developed as an internal production management and reporting automation tool. + +Users remain responsible for validating inserted data, exported reports and email recipients before official use. + +--- + +#
Author
+ +José Garcia +Data Scientist +Process Digitalization & Automation \ No newline at end of file