Currency Duration Report


Asset Manager


The business quickly needed KPI data from a Web Server to be retrieved, collated, aggregated and presented meaningfully for fund managers.


A reusable Excel template which allowed users to select a date & retrieve the required data with a single click.
Data, retrieved from a Web Server, was aggregated and had bespoke business rules applied.
Users could select specific metrics to view while retaining the required custom sort order of currencies.
Conditional formatting emphasised values of concern and deemphasised zero values.
Each report could be emailed to fund managers with a single click.


Excel, VBA, Outlook, REST API

* To respect client confidentiality, identifiers including client logos and names have been removed from all screenshots and descriptions. Displayed names and values are fictional.


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