Index Options Extract Converter


Investment Bank


Analysts were required to extract data from a database to a text file, enrich the data and export it in another format for another system to import.
The process was manual and time consuming.


The solution was an Excel template to automate the process.
This displayed a screen allowing analysts to:

  • select options for retrieving the data,
  • enriching it with customisable business rules,
  • View the data live (option changes refresh instantly) before finally exporting the data in the new fie format to the destination system.


Excel, VBA

* 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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