What's included

• Customized Excel Workbooks

  Well-structured, clean Excel workbooks tailored to meet specific business needs (e.g., reports, financial models, dashboards). Professionally designed layout for clarity, ease of use, and readability.

• Automated Excel Workbooks

  Fully functional Excel workbooks with built-in automation (using VBA macros or Power Query for data transformations). Automated data import, transformation, and updating of reports or dashboards.

• Data Organization & Formatting

  Data cleaned and properly formatted (e.g., applying styles, number formats, and conditional formatting). Pivot tables and charts for summarizing data.

• Formulas & Functions Implementation

  Advanced formulas (e.g., XLOOKUP, LAMBDA, MAP, INDEX-MATCH, IF, SUMIFS, etc.) customized for specific calculations. Named ranges and dynamic formulas for scalability and ease of reference.

• Static Reports & Dashboards

  Pre-built reports and dashboards that provide insights based on static data. Visual elements (charts, graphs) for better data interpretation.

• Macros for Repetitive Tasks (VBA)

  VBA scripts (macros) that automate common tasks such as data entry, report generation, email sending, etc. Reusable macro-enabled templates to streamline recurring processes (e.g., monthly reports).

• Dynamic Data Models & Queries (Power Query)

  Power Query scripts for cleaning, transforming, and merging data from multiple sources. Refreshable data connections that allow users to update data with one click.

• Interactive Reports & Dashboards

  Dashboards that automatically update when new data is imported or when macros run. Customizable charts and visuals that adapt to refreshed data (using VBA or Power Query).

• Error Handling & Debugging Tools

  VBA code with proper error handling to prevent runtime issues and guide users on fixing them. Debugged and optimized Power Query workflows that handle common data inconsistencies.

• Optimized Performance

  Streamlined VBA code and Power Query steps to minimize processing time and avoid Excel performance bottlenecks. Use of efficient data structures and formulas.

• User Instructions & Guides

  A user manual or in-workbook guide explaining how to run macros, refresh Power Query data, and troubleshoot common issues. Instructions for adjusting parameters or adding new data sources.

• Support & Training

  A brief period of post-delivery support for troubleshooting and adjustments. Optional training on how to use and maintain the automated solution.