I will turn excel and CSV data into automated power bi reports
Power BI and Reporting Automation Specialist
About this Gig
Do you manually export Excel or CSV files and spend hours cleaning, combining, and preparing them for reporting?
I will turn your recurring data files into a cleaner, repeatable reporting workflow using Power Query and Power BI.
Depending on your package, I can transform individual files, combine multiple sources, or build a folder-based process where new Excel or CSV files can be added and processed through the same transformation workflow.
What I can help with:
- Clean and transform Excel or CSV data
- Combine multiple files into one structured dataset
- Build reusable Power Query transformations
- Set up folder-based data ingestion for recurring files
- Create refreshable Power BI reports and dashboards
- Summarize key business insights from your data
This service is a good fit for businesses that regularly export data from POS, ERP, accounting, CRM, or other systems and want to reduce repetitive manual reporting work.
Send me your files and a brief description of your reporting needs before ordering if you're unsure which package fits your project.
Please contact me before placing an order to discuss your files and reporting requirements.
Analysis type:
Descriptive Analysis
•
Diagnostic Analysis
Expertise:
Business Insights
•
Trends
•
Anomaly detection
Technology:
Excel
•
Power BI
Programming language:
Python
•
SQL
•
DAX
My Portfolio
FAQ
What files can you work with?
I can work with Excel and CSV files. These can be exports from POS, ERP, CRM, accounting, or other business systems.
Can you automate recurring files?
Yes. For recurring reports, I can set up a folder-based process where compatible new files can be added and processed through the same Power Query transformation workflow.
What do you need from me?
Please provide your Excel or CSV files, explain what you want to report on, and share any existing report or example if available.
Will I be able to refresh the report with new data?
Yes, where the data structure remains compatible with the setup. The report can be designed so new or updated files can go through the existing transformation and refresh process.
What if my files are complex or don't fit a package?
Send me a message before ordering. I can review the files and requirements and recommend the right package or create a custom offer.

