Services · Excel Automation
Automate Monthly Excel Reports with Power Query and VBA
Replace recurring exports, cleanup, refreshes, and report distribution with a reliable workflow your team can run each month..
- automation
- power query
- vba
- macros
Monthly reporting often means the same export, cleanup, refresh, and email steps repeated by hand. Automating that cycle gives finance and operations teams more time to use the report instead of rebuilding it.
I build Excel automations that remove that loop. In a typical build, a five-day analyst-led month-end close becomes a refresh-to-report pipeline that runs at 8am on day two; bad data aborts the refresh and emails the owner before it ever reaches leadership. See the full engagement.
If your team is opening five files, copying data into a sixth and emailing a PDF every week, that is what I automate. Fixed scope, fixed price, written handover - and the workbook is yours at the end.
What I do
How an Excel automation engagement runs.
Refresh-to-report pipelines
Replace the manual export-clean-email ritual with a Power Query pipeline that ingests, types, validates and ships the report on a schedule.
Validation checks that fail loudly
Null order IDs, negative amounts, out-of-range dates, missing sources - caught at the pipeline step, not by the CFO reading the report on day six.
Scheduled PDF + email distribution
VBA or Power Automate refreshes the workbook, exports the summary to PDF and emails the right person - no one opens the file until they want to.
Written scope, fixed price
You see the deliverable, the price and the timeline before any build work. If we miss the Definition of Done, we fix it at our cost.
Free Self-Serve Excel Tools
Interactive in-browser calculators and diagnostics. No sign-up, no email required.
Workbook Compare
Drop two versions of a file and see every changed cell and formula, inserted rows, and formulas someone typed over.
Workbook Map
See how your sheets feed each other as a diagram, with links to other files, hidden feeders and circular links flagged.
Formula Explainer
Paste any formula and read it in plain English, step by step in the order Excel calculates it.
Related
Keep reading
Service
Fictional Excel Reporting Demo
Fictional Excel reporting demonstration with invented data, a sample monthly summary, and illustrative workflow checks
Service
Sample Scoping Sprint Deliverable
A worked Scoping Sprint on a fictional workbook - the written diagnosis, fixed-price proposal and Definition of Done you receive
Service
Spreadsheet Audit & Repair
Excel spreadsheet audit and repair - 7-check audit that catches the common errors in 10 minutes. Written remediation report + fix. From ₹6K fixed scope 1-day delivery.
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Excel VBA / Macros
Excel VBA and macros for reconciliation, mail merge, PDF export and scheduled refreshes.
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Excel Dashboard Design
Excel dashboard design - KPIs, slicers and one-click refresh. Power Query + Pivot or Power Pivot.
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Excel Data Cleaning
Excel data cleaning with Power Query - tidy, deduplicated, validated source data that survives the next refresh.
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Financial Modeling
Financial modeling in Excel - three-statement, budget, scenario forecasts and sensitivity tables.
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Power Query / Power BI
Power Query and Power BI builds - refreshable M pipelines, validated transformations and dashboards your team can hand off.
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Google Sheets Automation
Google Sheets automation with Apps Script - triggers, validation and Connected Sheets for BigQuery-scale data.
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Excel Error Fixing
Excel error fixing - broken VLOOKUP, #REF, #VALUE and slow files. Free tools first, then a fixed-quote Quick fix from $75 / ₹6K.
Deliverables
What you receive at handover.
Every deliverable ships with a one-page written spec and a recorded walkthrough. The file is yours at handover, with no platform or licence dependency.
- Refreshable workbook with Power Query pipeline
- Checks tab that fails loudly on source drift
- Scheduled PDF export and email distribution
- Written specification (one page, plain English)
- Recorded walkthrough at handover
- 30-day post-delivery support window
Tools
What I work in.
Excel-native. No new platforms, no licences your team needs to learn. Standard tooling your IT already supports.
- Power Query (M)
- Power Automate
- Office Scripts
- VBA
- SharePoint Lists
- OneDrive for Business
- Folder watchers
- Outlook automation
Common next step
Pair this with Excel VBA / Macros when the click-throughs are still manual after the pipeline ships.
Process
Three stages, fixed scope, no surprises.
- Step 01
Diagnose
A 30-minute call to map your sources, current reporting and the decisions that need to be supported. You walk away with a clearer picture of what good looks like.
- Step 02
Scope & build
Written scope, fixed price, fixed timeline. Short build loops with your team reviewing the live workbook from week one. Source drift caught and surfaced before you see a wrong number.
- Step 03
Handover
Recorded walkthrough, written spec, checks tab, 30-day support. Your team owns and runs the pipeline without us.
Frequently asked
Before you hire an Excel automation freelancer.
How long does a typical Excel automation project take?
Most automations go live in two to three weeks from the written scope. A single Power Query pipeline against one source can ship in five working days; multi-source refresh-to-report builds with email distribution typically take ten to fifteen working days.
What do you need from me to get started?
Send the source files (even one is enough to start), the current report you want to retire, and a short description of the decision the report needs to support. NDA is signed before any file is exchanged.
Related
Pair this service with…
Get a Free Quote
Send the workbook. Get a written scope and fixed price.
Reply within one working day. NDA before any file is exchanged. No sales call first.
Calls scheduled in your timezone (UK, EU, US, UAE, APAC) · How a project works
Built for teams in
Industries and cities this work is set up for
See also
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