StillHammer
21ebf32e4f
- KPIs complets (CA, Heures, Taux, Stats, Objectifs) - Graphiques CA par client + Heures par client - TCD Heures x Client x Projet avec Slicer interactif - Checkboxes dynamiques bien positionnes (E3:E7) - Documentation technique et guides MCP Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
261 lines
6.4 KiB
Markdown
261 lines
6.4 KiB
Markdown
# Freelance Dashboard - Guide MCP VBA
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Comment utiliser VBA MCP Server pour construire ce projet Excel.
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## Prerequis
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1. VBA MCP Server v0.6.0+ installe
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2. Microsoft Excel installe
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3. "Trust access to VBA project object model" active dans Excel
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## Outils MCP Disponibles
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### Pour Excel
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| Outil | Usage dans ce projet |
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|-------|---------------------|
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| `get_worksheet_data` | Lire donnees des feuilles |
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| `set_worksheet_data` | Ecrire donnees et formules |
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| `list_excel_tables` | Lister les Excel Tables |
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| `create_excel_table` | Creer tables structurees |
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| `insert_rows` | Ajouter lignes |
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| `delete_rows` | Supprimer lignes |
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| `inject_vba` | Injecter macros optionnelles |
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| `validate_vba` | Valider syntaxe VBA |
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| `run_macro` | Executer macros |
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| `open_in_office` | Ouvrir Excel visible |
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---
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## Etape 1: Creer le Fichier Excel
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**Manuel:** Ouvrir Excel > Nouveau classeur > Enregistrer comme `FreelanceDashboard.xlsx`
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**Emplacement:** `C:\Users\alexi\Documents\projects\freelance-dashboard\templates\FreelanceDashboard.xlsx`
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### Creer les onglets
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Renommer/creer les feuilles:
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1. Dashboard
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2. Data_Clients
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3. Data_Temps
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4. Data_Revenus
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5. Config
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---
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## Etape 2: Creer les Tables de Donnees
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### Data_Clients
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```
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Utilise set_worksheet_data pour ecrire les donnees:
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```
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```python
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# En-tetes + donnees
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data = [
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["ClientID", "Nom", "Secteur", "DateDebut"],
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["CLI001", "Acme Corporation", "Tech", "15/01/2024"],
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["CLI002", "Tech Solutions", "Tech", "01/03/2024"],
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["CLI003", "Marketing Pro", "Marketing", "10/06/2024"],
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["CLI004", "E-Shop Plus", "E-commerce", "22/09/2024"],
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["CLI005", "Finance Group", "Finance", "05/11/2024"],
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]
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set_worksheet_data("FreelanceDashboard.xlsx", "Data_Clients", data)
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```
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```
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Puis creer la table structuree:
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```
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```python
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create_excel_table("FreelanceDashboard.xlsx", "Data_Clients", "A1:D6", "tbl_Clients", has_headers=True)
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```
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### Data_Temps
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```python
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data = [
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["Date", "ClientID", "Projet", "Heures", "Description"],
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["02/01/2025", "CLI001", "Site Web", 3.5, "Maquettes"],
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["02/01/2025", "CLI002", "API Backend", 6.0, "Endpoints"],
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["03/01/2025", "CLI001", "Site Web", 4.0, "Integration"],
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["03/01/2025", "CLI003", "Campagne SEO", 2.5, "Audit"],
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["06/01/2025", "CLI002", "API Backend", 7.0, "Tests"],
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["06/01/2025", "CLI004", "Boutique", 5.0, "Setup"],
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["07/01/2025", "CLI001", "Maintenance", 1.5, "Updates"],
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["08/01/2025", "CLI003", "Campagne SEO", 3.0, "Keywords"],
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["08/01/2025", "CLI005", "Dashboard", 4.5, "Design"],
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["09/01/2025", "CLI002", "App Mobile", 6.5, "Screens"],
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]
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set_worksheet_data("FreelanceDashboard.xlsx", "Data_Temps", data)
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create_excel_table("FreelanceDashboard.xlsx", "Data_Temps", "A1:E11", "tbl_Temps", has_headers=True)
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```
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### Data_Revenus
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```python
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data = [
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["Date", "ClientID", "Montant", "Type"],
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["15/01/2025", "CLI001", 2500, "Facture"],
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["20/01/2025", "CLI002", 4200, "Facture"],
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["25/01/2025", "CLI003", 1800, "Facture"],
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["28/01/2025", "CLI001", 1000, "Acompte"],
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["31/01/2025", "CLI004", 3500, "Facture"],
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["05/02/2025", "CLI002", 2800, "Facture"],
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["10/02/2025", "CLI005", 1500, "Acompte"],
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]
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set_worksheet_data("FreelanceDashboard.xlsx", "Data_Revenus", data)
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create_excel_table("FreelanceDashboard.xlsx", "Data_Revenus", "A1:D8", "tbl_Revenus", has_headers=True)
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```
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---
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## Etape 3: Creer la Configuration
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```python
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data = [
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["Parametre", "Valeur"],
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["AnneeCourante", 2025],
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["TauxHoraireDefaut", 75],
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["DevisePrincipale", "EUR"],
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["ObjectifMensuel", 10000],
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["ObjectifHeures", 140],
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]
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set_worksheet_data("FreelanceDashboard.xlsx", "Config", data)
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```
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---
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## Etape 4: Ecrire les Formules KPIs
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```
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Sur l'onglet Dashboard, ecrire les formules:
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```
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```python
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kpis = [
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["KPI", "Valeur", "Formule"],
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["CA Total", "=SUM(tbl_Revenus[Montant])", ""],
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["Heures Totales", "=SUM(tbl_Temps[Heures])", ""],
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["Taux Horaire Moyen", "=B2/B3", ""],
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["Nb Clients", "=COUNTA(tbl_Clients[ClientID])", ""],
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]
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set_worksheet_data("FreelanceDashboard.xlsx", "Dashboard", kpis, start_cell="A1")
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```
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---
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## Etape 5: VBA Optionnel (Refresh)
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```
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Injecter une macro pour rafraichir les donnees:
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```
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```python
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code = '''
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Sub RefreshDashboard()
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' Rafraichit toutes les connexions et TCD
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Application.CalculateFull
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Dim ws As Worksheet
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For Each ws In ThisWorkbook.Worksheets
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Dim pt As PivotTable
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For Each pt In ws.PivotTables
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pt.RefreshTable
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Next pt
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Next ws
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MsgBox "Dashboard actualise!", vbInformation
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End Sub
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Sub AutoRefresh()
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' Appele a l'ouverture du classeur
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RefreshDashboard
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End Sub
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'''
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validate_vba(code, file_type="excel")
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inject_vba("FreelanceDashboard.xlsm", "mod_Refresh", code)
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```
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---
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## Commandes Frequentes
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### Lire les donnees
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```
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get_worksheet_data("FreelanceDashboard.xlsx", "Data_Temps")
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```
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### Ajouter une entree de temps
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```python
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# Lire donnees existantes, ajouter ligne, reecrire
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# Ou utiliser insert_rows
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insert_rows("FreelanceDashboard.xlsx", "Data_Temps", position=12, count=1)
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set_worksheet_data("FreelanceDashboard.xlsx", "Data_Temps",
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[["10/01/2025", "CLI001", "Nouveau", 2.5, "Test"]],
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start_cell="A12")
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```
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### Lister les tables
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```
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list_excel_tables("FreelanceDashboard.xlsx")
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```
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### Ouvrir Excel visible
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```
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open_in_office("FreelanceDashboard.xlsx")
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```
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### Executer macro refresh
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```
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run_macro("FreelanceDashboard.xlsm", "RefreshDashboard")
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```
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---
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## Ce qui doit etre fait dans Excel UI
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| Element | Raison |
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|---------|--------|
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| Tableaux Croises Dynamiques | Interface complexe |
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| Graphiques | Design visuel precis |
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| Slicers | Connexion aux TCD |
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| Mise en forme conditionnelle | Regles visuelles |
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| Layout Dashboard | Positionnement precis |
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---
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## Workflow Complet
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```
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1. Creer fichier Excel vide → Manuel
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2. set_worksheet_data → Donnees clients
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3. set_worksheet_data → Donnees temps
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4. set_worksheet_data → Donnees revenus
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5. create_excel_table (x3) → Tables structurees
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6. set_worksheet_data → Config
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7. set_worksheet_data → Formules KPIs
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8. Creer TCD → Excel UI
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9. Creer graphiques → Excel UI
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10. Design dashboard → Excel UI
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11. inject_vba → Macro refresh (optionnel)
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```
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---
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## Fichiers de Reference
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| Fichier | Contenu |
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| `DATA_MODEL.md` | Schema tables + donnees demo |
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| `FORMULAS.md` | Toutes les formules Excel |
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| `PLAN.md` | Layout, couleurs, phases |
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