I will automate excel reports, dashboards and workflows using vba or python
AI Automation, Data Analytics, Dashboards and Trading Systems
About this Gig
I automate repetitive Excel work and build reliable reporting systems using VBA, Python, Power Query, advanced formulas, and SQL where required.
I have 10+ years of experience in analytics and automation, including professional experience at McKinsey & Company, and have delivered 50+ analytics and automation solutions across business operations, logistics, finance, and trading workflows.
I can help with:
- Excel VBA macros and custom tools
- Recurring report automation
- Multi-file consolidation and reconciliation
- Data cleaning, transformation, and validation
- Excel dashboards and KPI reporting
- Python-to-Excel workflows
- Power Query, formulas, and PivotTables
- API and database integrations
- Fixing and improving existing VBA macros
- Converting manual processes into automated workflows
You receive tested functionality, clean source code, and clear setup instructions.
Please message me before ordering Standard or Premium so I can review the files, workflow, environment, and expected output.
Technology:
Excel
•
Python
•
VBA
My Portfolio
FAQ
Should my automation use VBA or Python?
It depends on the workflow. VBA is often best for Excel-native tools and workbook interaction. Python is usually better for larger datasets, multiple files, APIs, databases, and complex processing. I will recommend the appropriate approach based on your requirements.
Can you fix or improve an existing VBA macro?
Yes. Please provide the workbook, existing VBA code, exact error or problem, and expected behaviour. I can debug, repair, refactor, or extend existing automation.
Can you automate recurring weekly or monthly reports?
Yes. I can automate file imports, data cleaning, consolidation, calculations, validation, refresh steps, report generation, formatting, and final output creation.
Can you build Excel dashboards?
Yes. I can build Excel-based KPI dashboards, management reports, charts, PivotTables, slicers, and automated reporting workflows. Power BI projects are handled separately.
Can Excel connect to APIs or databases?
Yes, depending on the system and available access. I can build workflows involving APIs, SQL databases, CSV files, emails, and other supported data sources. Please send the technical details before ordering.
Will I receive the source code?
Yes. Source code for the delivered VBA or Python solution is included according to the agreed project scope.
Can you work with large Excel files?
Yes, but the correct approach depends on row count, file size, formulas, workbook structure, and processing requirements. In some cases, Python, Power Query, or SQL is more reliable than VBA alone.
Will the solution work on Mac Excel?
Some Excel features and VBA functionality differ between Windows and Mac. Please specify your operating system and Excel version before ordering so compatibility can be checked before development.

