Excel & Power Query
Keep the spreadsheet. Remove the repetitive work.
Excel can remain a useful part of recurring reporting. Excel automation replaces fragile copy-and-paste routines with repeatable Power Query preparation and workbook logic your team can understand and maintain.
Discuss your reporting process ↗When this is a good fit
For teams who work in Excel every day and regularly merge files, clean exports, repair formulas or rebuild the same workbook for a new period.
Typical Excel & Power Query processes
- Combining recurring monthly files
- Cleaning and standardizing exports
- Refreshable Power Query transformations
- Replacing copy/paste between workbooks
- Reusable lookup and mapping logic
- Automating repetitive workbook actions with VBA where appropriate
What the work includes
A practical scope, built around your process.
- 01
Review workbook structure, formulas and manual dependencies.
- 02
Build reusable Power Query imports, transformations and lookup mappings.
- 03
Use VBA where workbook actions need it, with clear instructions and consideration for macro security.
What this could look like
An illustrative workflow
An illustrative folder-based import: add the new monthly files, refresh the query and receive one standardized table. Column changes, missing fields and duplicate records are handled through agreed validation rules.
- Folder / exports
- Power Query
- Clean & validate
- Standardized table
- Excel output
What you take forward
An organized workbook, readable queries and instructions for refreshes and common source changes. Compatibility is checked against the Excel version and environment your team uses.
Start with your process
Which report would you stop rebuilding?
Tell Ralmay about a recurring report or manual process. Start with what happens today and where the work gets stuck.