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