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Pie chart multipled by 365 employees

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    Pie chart multipled by 365 employees

    Hi,

    I am a benefit manager at a company. I was asked to create a "visual" inclusive benefit statement for our employees to see the value of their benefits. The attached example is for one employee. I will have an exported excel report with a single line for every employee with a field that matches every one of those fields in the table section of the attached xls document.

    Is there a faster way to create these statements than just creating them one by one? Currently I just type the values in the table that creates the pie charts and then send the document as a PDF to the employees manager. I would love to have it be less manual.

    EMPLOYEE Statement..xlsx

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    Re: Pie chart multipled by 365 employees

    I did this exact thing for my company several years ago, although I did not include charts.

    I spent several hours writing VBA code to do this. It prepares a PDF file of this data for each employee and emails it to the employee. Each form has to be generated from scratch because, for example, some employees did not get a bonus. We did not want to show $0 as a bonus so we omitted that line item for employees with no bonus. In addition to the items you showed, we also showed their annual pay raise.

    I can share the solution with you but I will have to sanitize the file since it has private data as well as a ton of data not directly related to generating these statements. However, it would have to be customized to your particular data scheme, which you did not provide. But it gives you some idea of what will be involved.

    I will try to get that to you later today.

    By the way as someone who was a company executive for the last 15 years of my career I would disagree with including the items under "FEDERAL AND STATE-MANDATED BENEFITS (2022 totals)". These are not benefits to the employee, they are employer expenses, and as you note they are mandated by law.
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    Re: Pie chart multipled by 365 employees

    I agree that tax section shouldn't be on there. This was mimicking the total rewards statements that are available in ADP system that we chose to not use. We chose to do it outside ADP so we could include benefits we pay such as gym reimbursement, HRA Funding/ HSA Funding, Tuition Reimbursement, Car Reimbursement etc. I will remove that section when I do it as I agree it doesn't make sense.

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    Re: Pie chart multipled by 365 employees

    This gives you an idea how this works but it would have to be extensively modified for your specifications.

    Honestly I don't think that's something you'll get done for free.
    Attached Files Attached Files

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    Re: Pie chart multipled by 365 employees

    Thank you, so its more complicated than just being able to have excel do a chart worksheet per line then from the table? I was hoping there was something easier that I just didn't know about. I guess I will just have to do it one at a time. Thanks so much for your help

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    Re: Pie chart multipled by 365 employees

    It can go down the list and populate the form for each person, then you have to capture that form in a PDF file. My version can be modified to do exactly what you want.

    If you want to take a different approach and start from scratch, your situation is simpler than mine. But to help, I would need to have your actual data file, not just a mock-up of the output.

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