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	<title>Foster Solutions (FSI) &#187; linkedin</title>
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	<link>http://www.fostersolutions.com</link>
	<description>The Solution is in the Process</description>
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						<item>
		<title>Francesca Stanfill &#8211; Author</title>
		<link>http://www.fostersolutions.com/2012/01/francesca-stanfill-author/</link>
		<comments>http://www.fostersolutions.com/2012/01/francesca-stanfill-author/#comments</comments>
		<pubDate>Sun, 29 Jan 2012 14:01:38 +0000</pubDate>
		<dc:creator>doug</dc:creator>
				<category><![CDATA[Boutique sites]]></category>
		<category><![CDATA[Genesis Framework]]></category>
		<category><![CDATA[Recent Launches]]></category>
		<category><![CDATA[WordPress CMS]]></category>
		<category><![CDATA[linkedin]]></category>

		<guid isPermaLink="false">http://www.fostersolutions.com/?p=1844</guid>
		<description><![CDATA[Francesca Stanfill is a published author who needed her website migrated to a CMS, so she can write and edit on her own website. Her site was &#8220;rebuilt&#8221; to look as it did but on a WordPress / Genesis platform. FSI is also consulting on a strategy to work with online publishing and social media.]]></description>
			<content:encoded><![CDATA[<p><a href="http://www.fostersolutions.com/2012/01/francesca-stanfill-author/francesca-stanfill-screensh/" rel="attachment wp-att-1845"><img style=' float: left; padding: 4px; margin: 0 7px 2px 0;'  class="alignleft size-medium wp-image-1845" title="francesca-stanfil" src="http://www.fostersolutions.com/wp-content/uploads/francesca-stanfill-screensh-300x213.jpg" alt="" width="300" height="213" /></a> <a href="http://francescastanfill.com">Francesca Stanfill</a> is a published author who needed her website migrated to a CMS, so she can write and edit on her own website.</p>
<p>Her site was &#8220;rebuilt&#8221; to look as it did but on a WordPress / Genesis platform.</p>
<p>FSI is also consulting on a strategy to work with online publishing and social media.</p>
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		<item>
		<title>To Push or Pull between your Website and FaceBook/Twitter</title>
		<link>http://www.fostersolutions.com/2012/01/to-push-or-pull-between-your-website-and-facebooktwitter/</link>
		<comments>http://www.fostersolutions.com/2012/01/to-push-or-pull-between-your-website-and-facebooktwitter/#comments</comments>
		<pubDate>Sun, 08 Jan 2012 21:11:24 +0000</pubDate>
		<dc:creator>doug</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[SEO/Marketing]]></category>
		<category><![CDATA[WordPress]]></category>
		<category><![CDATA[linkedin]]></category>

		<guid isPermaLink="false">http://www.fostersolutions.com/?p=1838</guid>
		<description><![CDATA[It has become mandatory to use Facebook and Twitter as part of your website marketing strategy.  The development environment for both Facebook and Twitter is finally getting to a point to allow good integration among the various platforms. This can be a formidable task for the developer/consultant as well as the client to understand how [...]]]></description>
			<content:encoded><![CDATA[<p>It has become mandatory to use Facebook and Twitter as part of your website marketing strategy.  The development environment for both Facebook and Twitter is finally getting to a point to allow good integration among the various platforms.</p>
<p>This can be a formidable task for the developer/consultant as well as the client to understand how the platforms all tie into a marketing strategy.</p>
<p>Except for large project, we develop exclusively on WordPress for websites, and fortunately there are some great plugins to easily (almost) set up a way to PUSH or PULL content between your website and FaceBook Page and Twitter account.  The client may want to post their content on all platforms separately, but this is burdensome for most.  It is more likely they will want to post on one platform primarily and have it disseminate to the others automatically.</p>
<p>The first question is to ask where the client feels most comfortable publishing content.  If the spend their day on Facebook, then the solution is better to pull content from Facebook to the website.  A good plugin for this is <a href="http://www.dolcebita.com/wordpress/facebook-like-box/" target="_blank">Facebook Like Box</a>.  This will add a like button, photo gallery and the posts as a widget.</p>
<p>To pull tweets I depend on Genesis &#8211; Latest Tweets.  We develop all our sites on the Genesis Framework and this is one of many great plugins included.</p>
<p>If the client wants to publish on their website, they will want to PUSH their data to both FB and Twitter.  I recommend <a href="http://www.joedolson.com/articles/wp-to-twitter/" target="_blank">WP-To-Twitter</a> and <a href="http://wordpress.org/extend/plugins/facebook-page-publish/" target="_blank">Facebook-page-publish</a> for these tasks (also Wordbooker).  To accomplish both of these tasks, you will need to establish an application.</p>
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		</item>
		<item>
		<title>Gravity Forms worth the money for WordPress surveys</title>
		<link>http://www.fostersolutions.com/2011/09/gravity-forms-worth-the-money-for-wordpress-surveys/</link>
		<comments>http://www.fostersolutions.com/2011/09/gravity-forms-worth-the-money-for-wordpress-surveys/#comments</comments>
		<pubDate>Sat, 24 Sep 2011 21:08:52 +0000</pubDate>
		<dc:creator>doug</dc:creator>
				<category><![CDATA[Web Development]]></category>
		<category><![CDATA[WordPress]]></category>
		<category><![CDATA[linkedin]]></category>

		<guid isPermaLink="false">http://www.fostersolutions.com/?p=1796</guid>
		<description><![CDATA[Gravity forms is a plugin for WordPress to build forms for surveys and mailings.  It isn&#8217;t free, but well worth the price as a very well designed product.   If  you are in the business of building websites, you inevitably will be needing to have at least a contact form on each of your sites, and [...]]]></description>
			<content:encoded><![CDATA[<p><a href="http://www.fostersolutions.com/2011/09/gravity-forms-worth-the-money-for-wordpress-surveys/gravity-forms/" rel="attachment wp-att-1797"><img style=' float: left; padding: 4px; margin: 0 7px 2px 0;'  class="alignleft size-medium wp-image-1797" title="gravity-forms" src="http://www.fostersolutions.com/wp-content/uploads/gravity-forms-300x238.jpg" alt="" width="300" height="238" /></a>Gravity forms is a plugin for WordPress to build forms for surveys and mailings.  It isn&#8217;t free, but well worth the price as a very well designed product.   If  you are in the business of building websites, you inevitably will be needing to have at least a contact form on each of your sites, and having a consistent plugin on all your sites is invaluable.</p>
<p>Gravity will create a couple tables and allows you to easily view all form submissions and export to Excel.  You can very quickly build forms with pull down menus, radio buttons, CAPTCHA, auto responders and many other advanced features.</p>
<p>The developer&#8217;s version will cost you $199, which is a bit pricey, but allows you to use it on unlimited sites.</p>
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		<item>
		<title>Genesis Framework for WordPress: The Best of Both Worlds in CMS</title>
		<link>http://www.fostersolutions.com/2011/07/genesis-framework-for-wordpress-the-best-of-both-worlds/</link>
		<comments>http://www.fostersolutions.com/2011/07/genesis-framework-for-wordpress-the-best-of-both-worlds/#comments</comments>
		<pubDate>Tue, 26 Jul 2011 00:52:59 +0000</pubDate>
		<dc:creator>doug</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[Web Development]]></category>
		<category><![CDATA[WordPress]]></category>
		<category><![CDATA[linkedin]]></category>

		<guid isPermaLink="false">http://www.fostersolutions.com/?p=1761</guid>
		<description><![CDATA[<p><img width="100" height="100" src="http://www.fostersolutions.com/wp-content/uploads/genesis-screenshot-100x100.png" class="attachment-post-thumbnail wp-post-image" alt="genesis-screenshot" title="genesis-screenshot" /></p><a href="http://www.fostersolutions.com/2011/07/genesis-framework-for-wordpress-the-best-of-both-worlds/genesis-screenshot/" rel="attachment wp-att-1762"><img class="alignleft size-full wp-image-1762" title="genesis-screenshot" src="http://www.fostersolutions.com/wp-content/uploads/genesis-screenshot.png" alt="" width="300" height="225" /></a>Although WordPress is the undisputed leader as a website CMS (yes, it is a CMS), "real" developers snub their noses at WordPress because it is just a "blog" and doesn't have all the power of Drupal or Joomla.

Enter the Genesis Framework and the <a href="http://www.studiopress.com" target="_blank">StudioPress </a>suite of child themes.  I have built dozens of sites with StudioPress, and am incredibly impressed.  It is JUST what I needed to add power and consistency to my sites.

By using Genesis/StudioPress for WordPress, I get the best of both worlds, the ease of use  of the most popular platform (and there is a good reason it is), and the power and scalability of more "advanced" CMS platforms.

It isn't free, but if you are in the business of building websites, then the nominal life-time fee for support from solid programmers, dozens of super high quality child themes, and the powerful framework and suite of plugins is well worth the price.

There are other frameworks, but Genesis has the advantage of being late in the game and building from the ground up a extremely powerful set of hooks and functions that is tightly integrated in the WordPress 3.0+ way of doing things.   The fact that it uses child themes in itself makes it far superior to frameworks such as Thesis.

Non-programmers will find the modularized structure hard to understand, but if you get over the learning curve, you'll see the incredible power it provides.  I now build ALL my websites in Genesis, even custom sites, and am even converting my old projects to the framework so all my sites have a consistent grounding.

&nbsp;]]></description>
			<content:encoded><![CDATA[<p><img width="100" height="100" src="http://www.fostersolutions.com/wp-content/uploads/genesis-screenshot-100x100.png" class="attachment-post-thumbnail wp-post-image" alt="genesis-screenshot" title="genesis-screenshot" /></p><a href="http://www.fostersolutions.com/2011/07/genesis-framework-for-wordpress-the-best-of-both-worlds/genesis-screenshot/" rel="attachment wp-att-1762"><img class="alignleft size-full wp-image-1762" title="genesis-screenshot" src="http://www.fostersolutions.com/wp-content/uploads/genesis-screenshot.png" alt="" width="300" height="225" /></a>Although WordPress is the undisputed leader as a website CMS (yes, it is a CMS), "real" developers snub their noses at WordPress because it is just a "blog" and doesn't have all the power of Drupal or Joomla.

Enter the Genesis Framework and the <a href="http://www.studiopress.com" target="_blank">StudioPress </a>suite of child themes.  I have built dozens of sites with StudioPress, and am incredibly impressed.  It is JUST what I needed to add power and consistency to my sites.

By using Genesis/StudioPress for WordPress, I get the best of both worlds, the ease of use  of the most popular platform (and there is a good reason it is), and the power and scalability of more "advanced" CMS platforms.

It isn't free, but if you are in the business of building websites, then the nominal life-time fee for support from solid programmers, dozens of super high quality child themes, and the powerful framework and suite of plugins is well worth the price.

There are other frameworks, but Genesis has the advantage of being late in the game and building from the ground up a extremely powerful set of hooks and functions that is tightly integrated in the WordPress 3.0+ way of doing things.   The fact that it uses child themes in itself makes it far superior to frameworks such as Thesis.

Non-programmers will find the modularized structure hard to understand, but if you get over the learning curve, you'll see the incredible power it provides.  I now build ALL my websites in Genesis, even custom sites, and am even converting my old projects to the framework so all my sites have a consistent grounding.

&nbsp;]]></content:encoded>
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		</item>
		<item>
		<title>Changing Media Attachment in WordPress (SQL)</title>
		<link>http://www.fostersolutions.com/2010/10/changing-media-attachment-in-wordpress-sql/</link>
		<comments>http://www.fostersolutions.com/2010/10/changing-media-attachment-in-wordpress-sql/#comments</comments>
		<pubDate>Thu, 07 Oct 2010 19:22:28 +0000</pubDate>
		<dc:creator>doug</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[WordPress]]></category>
		<category><![CDATA[linkedin]]></category>
		<category><![CDATA[mysql]]></category>
		<category><![CDATA[wordpress]]></category>

		<guid isPermaLink="false">http://www.fostersolutionsinc.com/?p=1641</guid>
		<description><![CDATA[WordPress seems limited with the way it handles images (media).  I don&#8217;t see why it can&#8217;t be part of the taxonomy like posts and pages since it is stored in the wp_posts table.  A media item is &#8220;attached&#8221; to a post if it has a value in the post_parent field.  It can only be attached [...]]]></description>
			<content:encoded><![CDATA[<p>WordPress seems limited with the way it handles images (media).  I don&#8217;t see why it can&#8217;t be part of the taxonomy like posts and pages since it is stored in the wp_posts table. </p>
<p>A media item is &#8220;attached&#8221; to a post if it has a value in the post_parent field.  It can only be attached to one post. </p>
<p>If you have a gallery in a post and need to move them the only way to do it is via sql in the MySQL db. </p>
<p>Here is the sql to update in bulk media records to a new &#8220;parent.&#8221;  You need the post ID for both the post you are moving from to the one you are moving to&#8230;.</p>
<blockquote><p>update wp_posts t1 set t1.post_parent = 713 where post_parent = 444 and post_type = &#8216;attachment&#8217;</p></blockquote>
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		<item>
		<title>SEO-SEM</title>
		<link>http://www.fostersolutions.com/2010/05/seo-sem/</link>
		<comments>http://www.fostersolutions.com/2010/05/seo-sem/#comments</comments>
		<pubDate>Mon, 24 May 2010 13:54:20 +0000</pubDate>
		<dc:creator>doug</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[Internet]]></category>
		<category><![CDATA[SEO/Marketing]]></category>
		<category><![CDATA[linkedin]]></category>

		<guid isPermaLink="false">http://blog.fostersolutionsinc.com/?p=687</guid>
		<description><![CDATA[Search Engine Optimization (SEO) and Search Engine Marketing (SEM) are all the rage, though both systems are merely new approaches to age-old marketing principles that successful companies have always benefited from. Wikipedia defines SEO as the process of: &#8230;improving the volume and quality of traffic to a web site from search engines via &#8216;natural&#8217; (&#8216;organic&#8217; [...]]]></description>
			<content:encoded><![CDATA[<p>Search Engine Optimization (SEO) and Search Engine Marketing (SEM) are all the rage, though both systems are merely new approaches to age-old marketing principles that  successful companies have always benefited from.<br />
<a href="http://en.wikipedia.org/wiki/Search_engine_optimization">Wikipedia</a> defines SEO as the process of:</p>
<blockquote><p>&#8230;improving the volume and quality of traffic to a web site from<br />
search engines via &#8216;natural&#8217; (&#8216;organic&#8217; or &#8216;algorithmic&#8217;) search results.</p></blockquote>
<p>On the other hand, SEM includes a broader online marketing approach that includes paid placements.</p>
<p>Many companies claim they offer SEO as one of their premerie services.</p>
<p>We do too.</p>
<p>But FSI  take is a step further and applies its wide and varied marketing experience to current web  and  SEO/SEM standards.  We apply the  following basic principles to help build a successful site:</p>
<ul>
<li><strong>Positioning</strong> &#8211; Analyzing your target audience and competition to best position your site with the equivalent of a<br />
&#8220;unique selling proposition&#8221;. This includes:</p>
<ul>
<li>Analyze the competition, finding their strengths and also gaps/opportunities your site can provide.</li>
<li>Optimizing website content and structure to differentiate your site from the competition</li>
<li>Conducting a key-word analysis to see how prospects are searching for similar products/services</li>
</ul>
</li>
<li><strong>Findability</strong> &#8211; It doesn&#8217;t matter how good your site is if prospects can&#8217;t find it:
<ul>
<li>Making sure search engines know where to find your site.</li>
<li>Building inbound links to your site to increase your site&#8217;s search ranking and generate more traffic.</li>
<li>Attracting local traffic to your site through free and paid sources</li>
</ul>
</li>
<li><strong>&#8220;Stickiness&#8221;</strong> &#8211; You can rank #1 everywhere and drive thousands of visitors to your site, but if it is poorly written, and lacks a compelling message or &#8220;call to action&#8221;, people will &#8220;slip away&#8221; as quickly as they arrived.  We have professional writing experience, so that your site isn&#8217;t a<br />
mish-mash of key words and phrases, but tells a cohesive and compelling story.</li>
</ul>
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		<item>
		<title>Charting in PowerPoint 2007</title>
		<link>http://www.fostersolutions.com/2010/04/charting-in-powerpoint-2007/</link>
		<comments>http://www.fostersolutions.com/2010/04/charting-in-powerpoint-2007/#comments</comments>
		<pubDate>Sun, 18 Apr 2010 10:37:31 +0000</pubDate>
		<dc:creator>doug</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[Internet]]></category>
		<category><![CDATA[PowerPoint/VBA]]></category>
		<category><![CDATA[linkedin]]></category>

		<guid isPermaLink="false">http://www.fostersolutionsinc.com/?p=1261</guid>
		<description><![CDATA[Charting is a totally different animal in Office 2007 from its previous 2003- versions.  Charts are not MS Graph objects (by default) but Excel. Working with PowerPoint in VBA is never fun, because managing slides and the objects on the slides is limited, and can not be seen from the interface (like naming a slide [...]]]></description>
			<content:encoded><![CDATA[<p>Charting is a totally different animal in Office 2007 from its previous 2003- versions.  Charts are not MS Graph objects (by default) but Excel.</p>
<p>Working with PowerPoint in VBA is never fun, because managing slides and the objects on the slides is limited, and can not be seen from the interface (like naming a slide or object).</p>
<p>Usually a major new release makes life easier, but in this case, not so.  Read the following from <a href="http://pptfaq.com/FAQ00889.htm" target="_blank">PPTFAQ</a>:</p>
<blockquote><p>If you need to automate charts in PowerPoint 2007, it&#8217;d be best if you change your name and move to another town where nobody knows that you do PowerPoint programming.</p>
<p>The chart objects you get in PowerPoint 2007 when you add a new chart expose no methods or properties to VBA. In short, you can&#8217;t do anything with them in code.</p>
<p>When you install Office 2007, you have the option of including MSGraph, the application PowerPoint used for charts in previous versions. You&#8217;ll want this if you need to work with charts from previous PowerPoint versions and/or to create new charts via automation.</p></blockquote>
<p>These are not encouraging words. I hoped that SP2 of Office 2007 would solve the answers, but it appears that even though we now have access to the chartdata object in PowerPoint and Word, there is virtually nothing we can do with it.</p>
<p>One would think with a major upgrade like 2007, that automation would get easier.  Unfortunately as far as automating graphs in PowerPoint, which is a common need, we are worse off.  So there are several choices, none good:</p>
<ol>
<li>Configure PP 2007 to default to use MS Graph (see <a href="http://www.pptfaq.com/FAQ00872.htm" target="_blank">article</a>).  This involves using regedit, and obviously is a poor choice if it will be used by other people since they will all have to do the same configurations.</li>
<li>Use Excel to contain all the graphs and then push them to PP with copy and paste as enhanced metafile.  This is probably the best choice, but pasting into a PP file is always difficult since it is so difficult to manage the objects/shapes in the PP slides.</li>
<li>Use linked graphs in PP to an Excel file as the data source, and then edit the Excel file.  This seems to be buggy, and graphs disappear and act in an unstable way.</li>
</ol>
<p>So item 2 is the best way, to manage the charts in Excel and push them by copying/pasting them into the slides and locating them.</p>
<p>The trick is that pastespecial returns a shape range, not a shape, so the item(1) at the end returns the first item in the range.  At least I KNOW it will be the first item since I am pasting my object into the slide.</p>
<p>Set oPPTSlide = oPPTFile.Slides(iSlideNum)</p>
<p>Set oPPTShape = oPPTSlide.Shapes.PasteSpecial(ppPasteEnhancedMetafile).Item(1)<br />
oPPTShape.Left = -6<br />
oPPTShape.Top = 164.25</p>
<p>We are unable to edit data underlying the charts.  Check out the posting on an <a href="http://blogs.msdn.com/officedevdocs/archive/2008/10/30/office-chart-object-model-in-powerpoint-and-word.aspx" target="_blank">MSDN blog</a>.</p>
<blockquote><p>Key Differences Between the Chart object in Word 2007 SP2/PowerPoint 2007 SP2 and ChartObject object in Excel 2007 SP2</p>
<p>The Chart object in Word 2007 SP2 and PowerPoint 2007 SP2 does have a few differences from the Excel 2007 SP2 implementation.</p>
<p>* Programmatically creating or manipulating a ChartData object in Word 2007 SP2 or PowerPoint 2007 SP2 will cause Excel 2007 SP2 to run.</p>
<p>* Chart properties and methods for manipulating the chart sheet aren’t implemented.</p>
<p>The concept of a chart sheet is specific to Excel 2007. Chart sheets aren’t used in Word 2007 or PowerPoint 2007, so methods and properties used to reference or manipulate a chart sheet have been disabled for those applications.</p>
<p>* Properties and methods that, in Excel 2007 SP2 normally take a Range object reference now take a range address in Word 2007 SP2/PowerPoint 2007 SP2.</p>
<p>The Range object in Word 2007 SP2 and PowerPoint 2007 SP2 is different than the Range object in Excel 2007 SP2. To prevent confusion, the charting object model in Word 2007 SP2 and PowerPoint 2007 SP2 accepts range address strings, such as &#8220;=&#8217;Sheet1&#8242;!$A$1:$D$5&#8243;, in those properties and methods (such as the SetSourceData method of the Chart object) that accept Range objects in Excel 2007 SP2.</p>
<p>* A new object, ChartData, has been added to the VBA object models for Word 2007 SP2 and PowerPoint 2007 SP2 to provide access to the underlying linked or embedded data for a chart.</p>
<p>Each chart has, associated with it, the data used to draw the chart in Word 2007 SP2 or PowerPoint 2007 SP2. The chart data can either be linked from an external Excel workbook, or embedded as part of the chart itself. The ChartData object encapsulates access to the data for a given chart in Word 2007 SP2 or PowerPoint 2007 SP2. For example, the following VBA code displays, then minimizes, the chart data for each chart contained by the active document in Word 2007 SP2:</p></blockquote>
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		<title>Automating PowerPoint</title>
		<link>http://www.fostersolutions.com/2010/03/case-study-phoenix-marketing/</link>
		<comments>http://www.fostersolutions.com/2010/03/case-study-phoenix-marketing/#comments</comments>
		<pubDate>Sun, 28 Mar 2010 12:11:13 +0000</pubDate>
		<dc:creator>doug</dc:creator>
				<category><![CDATA[Case Studies]]></category>
		<category><![CDATA[Databases/Automation Case Studies]]></category>
		<category><![CDATA[FSI - crosspollination - examples]]></category>
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		<guid isPermaLink="false">http://www.fostersolutionsinc.com/?p=1011</guid>
		<description><![CDATA[Populating data-rich PowerPoint presentations (Phoenix Healthcare).]]></description>
			<content:encoded><![CDATA[<p><a rel="attachment wp-att-1012" href="http://www.fostersolutionsinc.com/2010/03/case-study-phoenix-marketing/phoenix-app/"><img style=' float: left; padding: 4px; margin: 0 7px 2px 0;'  class="alignleft size-medium wp-image-1012" title="phoenix-app" src="http://www.fostersolutionsinc.com/wp-content/phoenix-app-300x204.png" alt="" width="300" height="204" /></a><a href="phoenix-marketing">Phoenix Healthcare</a> conducts an international tracking study (now in its sixth year) for a major pharmaceutical client.  The study analyzes customer satisfaction of a drug treatment. After the analysis is complete, the deliverable is a 200 slide PowerPoint file for each of 7 countries, full of graphs and tables.</p>
<p>The analyst has the overwhelming job of populating the 300 graphs, 70 tables and hundreds of variables embedded in the text for each PowerPoint file.  Not only does this take a huge amount of time but is prone to human error.</p>
<p>The challenge was to find a process that was flexible enough to handle the changing environment as graphs/tables were modified at the client&#8217;s request.  The automation process was complicated, since of all the Microsoft Office applications, VBA is rarely used to automate PowerPoint.</p>
<p>FSI built an innovative system using Excel and PowerPoint to manage the automatic population of the thousands of variables in each of the seven reports.  It was the best solution for this challenging situation.</p>
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		<title>Automating &#8220;Rogue&#8221; Reports</title>
		<link>http://www.fostersolutions.com/2010/01/automating-rogue-reports/</link>
		<comments>http://www.fostersolutions.com/2010/01/automating-rogue-reports/#comments</comments>
		<pubDate>Thu, 28 Jan 2010 12:12:09 +0000</pubDate>
		<dc:creator>doug</dc:creator>
				<category><![CDATA[Articles]]></category>
		<category><![CDATA[Case Studies]]></category>
		<category><![CDATA[Databases/Automation Case Studies]]></category>
		<category><![CDATA[Excel/VBA]]></category>
		<category><![CDATA[FSI - crosspollination - examples]]></category>
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		<guid isPermaLink="false">http://www.fostersolutionsinc.com/?p=1020</guid>
		<description><![CDATA[Automating complex Excel reports using corporate data (JP Morgan Chase).]]></description>
			<content:encoded><![CDATA[<p><a rel="attachment wp-att-1021" href="http://www.fostersolutionsinc.com/2010/01/automating-rogue-reports/jp-morgan-chase-reports/"><img style=' float: left; padding: 4px; margin: 0 7px 2px 0;'  class="alignleft size-medium wp-image-1021" title="jp-morgan-chase-reports" src="http://www.fostersolutionsinc.com/wp-content/jp-morgan-chase-reports-300x192.png" alt="" width="300" height="192" /></a>Here&#8217;s a common dilemma:  Managers create &#8220;rogue&#8221; reports that give them metrics they need, and aren&#8217;t easily available by the corporate reporting system.  They are usually Excel reports that start small, but, over time, grow so big that they&#8217;re  challenging to maintain.  If managers reach out to the IT department for help, they rarely find a warm response.</p>
<p>FSI found just this situation when it was asked to help some managers in two divisions of JP Morgan Chase. They created several detailed reports in Excel that were updated on a weekly or monthly basis. The reports had several data sources, including corporate data (Oracle) and several external data exports as text files.</p>
<p>Staff had to update these reports with a dozen metrics down to the bank branch level.  IT had already conducted a formal analysis and said it would be much too expensive to duplicate the reports in the enterprise reporting system.</p>
<p>FSI kept the reports as is, which were quite complex and elegant, and used VBA to automate the update process. The managers had pull down menus or buttons to easily update or manipulate the data.</p>
<p>The time for each update was reduced from a full FTE day to fifteen minutes.</p>
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