My daily work involves routine excel work which I need your expert advice to automate. Every morning,
- I'm downloading foreign currency rate files (.csv) from a website (it asks for credentials every time). To download the data, on the API URL I need to manually change the current date & type of currency I need
- I do few simple calculations and formatting on the downloaded file and copy this data into a pre-built upload template (excel file). Here again, I need to update the date & currency name accordingly.
- Then upload this edited template file as a CSV through the prebuilt .exe application to our company system.
I tried macro recording for that. But it doesn't fully automate the whole process. Any advice to improve this process?
-if need I can provide a sample downloaded file and template.