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$
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I will automate your excel report with power query and vba
David Morejon
About this gig
Is your team still updating the same Excel report manually every week?
I automate your Excel reporting workflow using Power Query, VBA, and dynamic dashboards so your reports update themselves and your team focuses on decisions, not data entry.
One result from a previous role: reduced a manual reporting process from 3 days to 30 minutes through Power Query automation and process redesign.
What I can help you with: Power Query data cleaning and transformation Automated monthly and weekly reports Dynamic Excel dashboards with KPIs and slicers VBA macros for repetitive tasks Variance analysis and period-over-period comparisons Multi-source data consolidation Pivot tables, structured tables and refresh-ready reports Financial, sales and operational reporting
Every delivery includes clean structure, refresh instructions and an editable file you own everything.
Available in English and Spanish.
Not sure which package fits? Message me first.
Get to know David Morejon
David Morejon
Financial and Business Analyst Power BI and Excel Automation
- FromEcuador
- Member sinceDec 2019
- Avg. response time1 hour
Languages
English, Spanish
I bring corporate finance, banking operations, data analysis, and reporting automation experience to freelance projects. I help businesses turn financial, commercial, and operational data into clear dashboards, automated reports, and actionable KPIs.
I work with Power BI, Excel, Power Query, financial reporting, commercial performance analysis, operational KPIs, reporting automation, and process improvement.
My goal is to save you time, reduce manual work, and help you make better decisions with clean, practical reporting.
FAQ
What do I need to provide to get started?
Share your Excel file or data source and describe what you want automated — monthly report, dashboard, data cleanup or specific task. I'll confirm scope before starting.
Will I receive the editable Excel file?
Yes. You receive the fully editable file with every delivery. Power Query steps, VBA code and formulas are all unlocked so you can modify or expand the work independently.
Can you automate reports that pull from multiple data sources?
Yes. I work with Excel files, CSV exports, folders of files and database connections. Multi-source consolidation is included in the Standard and Premium packages.
Do you work with VBA macros?
Yes. I build VBA macros for repetitive tasks — formatting, report generation, data entry automation and custom buttons. For complex macro projects, message me first to confirm scope.
What if my file is messy or has no clear structure?
That's exactly what this service is for. Send me the file as-is and describe the output you need. I'll clean, restructure and automate it from scratch.
