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case study / 02

A weekly SAP report, rebuilt as a 2-minute on-demand workflow inside the workbook the team already used.

I didn't ‘use Excel.’ I redesigned a recurring operational reporting process by understanding how people actually worked, building a structured calculation layer with email-ready text generation, and adding on-demand calculation so the macro-heavy workbook stayed fast.

01the workflow

An automated worksheet that does the thinking, and writes the email.

Inside the existing weekly report workbook (no new tools, no migration), I built a dedicated automated worksheet with a BU-keyed table. Each row is a Business Unit; each column captures exactly the value the email needed. Formulas pull from the SAP-refreshed data, identify the max-value rows per BU, and a text-generation block compiles the email-ready report verbatim.

Workflow / 01weekly reporting workflow

SAP export → BU table → email-ready text → Outlook

Two inputs feed one automated worksheet that does the thinking and writes the email. On-demand calculation keeps the macro-heavy workbook fast.

click expand for the full AB InBev weekly reporting — automated workflow