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I will automate your excel reports with power query
Excel models for budgets, cash flow and KPIs, built from your figures
We build Excel tools for financial steering and decision support, for small businesses and founders. Using the assumptions and figures you give us, we build models that you then keep and update yourse...
About this Gig
You get a refreshable Excel file built from your own files and figures. Instead of copying, pasting and reformatting data by hand, you click Refresh and your report updates.
It is made for owners and small teams who rebuild the same report every week or month from sales, order, stock or tracking files.
We study the sample files you send, then build Power Query steps that combine them, standardize formats, drop empty rows and repeated headers, and add calculated columns. The result feeds tables and a summary report. Every step is named, so you can follow it. The queries read your files and never change your source data; we do not check your figures. We test the file with your samples, then deliver it with a one-page refresh guide.
We build the file; you keep it and refresh it yourself: we do not run your reports for you each month. We build Excel tools only: we do not keep, review or correct your records, and we prepare no year-end or official documents.
Technology:
Excel
Expertise:
ETL
•
Transformation
FAQ
Will you refresh the reports for us each month?
No. We deliver the automated file and show you how to refresh it yourself: put the new file in the folder and click Refresh.
Which Excel versions work?
Power Query is built into recent versions of Excel for Windows (2016 and later). Tell us your version and system when you order, and we confirm before we start whether it fits.
What if the source files change?
If a column is renamed or added, the guide shows how to adjust the step concerned. A bigger change to your files is a new order.
Do you need real data?
No. A sample is enough, with names replaced by codes. Please do not send personal data. If personal data reaches us by mistake, tell us and send an anonymised file instead.
