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Sample spreadsheet cleanup and data-organization project created to demonstrate how I transform messy, inconsistent data into a clean and reporting-ready structure.
The original dataset contained inconsistent date formats, duplicate records, irregular capitalization, inconsistent status values, formatting issues, and unnecessary manual cleanup.
I standardized the data structure, cleaned and formatted the records, removed duplicates, normalized status values, and prepared the spreadsheet for easier analysis and reporting.
Key improvements included: standardized dates, cleaner text formatting, consistent dropdown/status values, duplicate removal, structured data, and improved reporting readiness.
This example uses fictional sample data for portfolio demonstration purposes.
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I help small businesses eliminate manual admin by turning repetitive tasks (like tracking forms, student/staff records, or timesheets) into automated background flows using Microsoft 365 tools they already pay for.
If your team is wasting hours copying data between Excel files or chasing updates, I’d be happy to build a quick, simple proof-of-concept flow for you.
Worth a quick 5-minute chat?
good luck craig!
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The solution automates the complete reporting workflow: connecting and consolidating data, cleaning and standardizing information, applying business rules, building a structured data model, calculating financial KPIs, and generating executive dashboards and recurring reports.
Instead of manually combining spreadsheets and preparing reports every reporting period, the workflow creates a repeatable data pipeline that reduces manual work while improving consistency, traceability, and visibility.
Key capabilities include:
Multi-source data consolidation
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Power Pivot data modeling
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Interactive executive dashboards
Automated and scheduled reporting
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Technologies: Excel, Power Query, Power Pivot, VBA, DAX, SQL/CSV data sources and automated reporting workflows.
The goal of the project is not simply to create a dashboard, but to build the automated data process behind it — turning raw information into reliable insights that can support faster business decisions.
All information, companies and metrics displayed in this case study are fictional demo data created exclusively for portfolio purposes.
If you run a busy team, I’m an operations and automation specialist.
I help small businesses eliminate manual admin by turning repetitive tasks (like tracking forms, student/staff records, or timesheets) into automated background flows using Microsoft 365 tools they already pay for.
If your team is wasting hours copying data between Excel files or chasing updates, I’d be happy to build a quick, simple proof-of-concept flow for you.
Worth a quick 5-minute chat?
good luck craig!