What's included

• Automated Data Extraction and Cleaning

  Power Query will extract data from various sources, such as databases, web services, or files. The deliverable here is an automated data extraction process that fetches the necessary data for the report. Power Query can be used to clean, transform, and shape the data to suit your reporting needs. The deliverable is a clean and well-structured dataset.

• Automation Scripts

  Use Excel macros (VBA) to automate tasks like data import, data population in the report template, and any other Excel-specific operations. The deliverable is a set of VBA scripts that perform these actions.

• Automated Report Generation

  Automate the process of populating the report template with the updated data. The deliverable here is a script or workflow that generates the report automatically.

• Documentation and Training

  Provided documentation for the entire automation process, including how to set it up, troubleshoot common issues, and make necessary updates in the future. Train relevant users and administrators on how to use and maintain the automated report generation system.

• Scalability and Flexibility:

  Ensure that the automation solution is scalable to accommodate changes in data sources, report formats, or business requirements.

• Automated Data Refresh:

  If the report is dynamic and needs to be up-to-date, set up automation to refresh the data at regular intervals. The deliverable is an automated data refresh process, which may involve using Power Automate or scheduling tasks in Power Query.