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English
$
USD
I will combine excel files and automate reports with power query
Tax minded Excel and Google Sheets builder: trackers, dashboards
I build clean, working spreadsheets for small businesses and the self-employed. My background is in tax prep and bookkeeping-style record keeping, and I design and sell my own spreadsheet templates: t...
About this Gig
Do you copy and paste the same exports into Excel every week or month? I'm a Senior Accountant at a CPA firm and QuickBooks Certified (NACPB), so I check totals and row counts before I deliver. I'll build a Power Query setup that pulls in your files, cleans and combines them, and produces your report. Next time, drop the new files in a folder and click Refresh.
Good for: monthly sales from several stores, bank or card exports, system CSVs, timesheets, or any report you rebuild by hand.
What I build:
- Combine files from a folder, or several sheets/tabs, into one table
- Clean steps: remove blanks and duplicates, fix data types, split columns, unpivot
- Merge (lookup) tables such as product lists, rates or category maps
- Pivot table or summary report that updates on refresh
- Short "how to refresh" tab
I'm a Senior Accountant with a banking and finance background, so I reconcile row counts and totals between source files and output before delivery.
Needs Excel for Windows or Microsoft 365. For Google Sheets I can build a formula-based version (QUERY/IMPORTRANGE) on request. Message me a sample first if unsure.
Platform:
Excel
•
Google Sheets
Development technology:
Power Query
•
Excel
Expertise:
Pivot tables
•
Power Query
•
Cleaning
My Portfolio
FAQ
What happens when next month's files arrive?
Put them in the same folder (same column layout) and click Data > Refresh All. The report rebuilds itself.
Does it work on Mac or Google Sheets?
Power Query works best in Windows Excel/Microsoft 365. Mac Excel supports most of it; tell me your version. For Google Sheets I offer a formula-based version.
My files have different layouts. Is that OK?
Yes. Standard covers one layout, and each extra layout is an extra. Send samples and I'll confirm before you order.
Is my data private?
It's used only for your order. Feel free to send a sample with sensitive columns removed.
Do you use AI tools?
I may use AI assistance, but every query is built and tested on your files. Tell me before ordering if you want no AI involvement.
