Services
Prepare Your Monthly Excel Reports With One Click
Cut your report preparation time by up to 90% by automating repetitive Excel processes.
Do You Repeat the Same Excel Steps Every Month?
If preparing reports still relies on copy-pasting, manually merging files, and fixing formulas, chances are part of that process can be automated.
Common Problems
- ✓The same data gets copied every month.
- ✓Report files are scattered across multiple sources.
- ✓A lot of time is spent checking formulas and fixing errors.
- ✓Managers or teams need clearer KPIs and dashboards.
What You Can Achieve
- ✓Data is merged automatically.
- ✓The report updates with a single Refresh click.
- ✓Manual work and error risk are reduced.
- ✓More time is left for analysis and decisions.
Automate Recurring Report Preparation
I help streamline recurring data and reporting processes using Excel, Power Query, and Power BI – so reports that today are prepared manually become automated.
Power Query Processes
Data import, cleaning, transformation, and merging from multiple files or sources.
Power BI Dashboards
Clear KPIs, interactive reports, and dashboards for managers or teams.
How It Works
First, the current process is assessed, then a solution is built that you can use independently.
Assess the Process
I review how the report is prepared today and where the most time is spent.
Propose a Solution
I clearly explain what can be automated and what result to expect.
Build the Automation
I set up data import, transformations, reports, or a dashboard.
Hand It Over
I explain how to use the solution and how to update reports going forward.
Examples of What Can Be Automated
Even though every company’s data is different, many reporting problems repeat.
Merging Multiple Monthly Files
Instead of manual copy-pasting, all files from a folder are merged into a single report data table.
KPI Dashboard for Managers
Sales, margin, plan vs. actual in one dashboard that can be refreshed on a regular basis.
Reducing Manual Work
Repetitive tasks are replaced with a clear process that saves time and reduces the risk of errors.
Not Just a Technical Excel File, but a Clearer Reporting Process
The goal isn’t simply to “tidy up a spreadsheet”. The goal is to build a process that is fast, clear, repeatable, and easy to use going forward.
Practical Approach
Solutions are built around your actual process, not just a theoretical example.
Clear Explanation
You get not just a file, but an understandable explanation of how to use it.
Results-Focused
What matters most – less manual work, fewer errors, and faster-ready reports.
Want to Know What Can Be Automated in Your Reports?
Write a short note about which reports you prepare and what takes up the most time in that process. I’ll reply on whether it can be automated and where it would be worth starting.
Write About Automation →