SERVICE

Excel report automation

I connect your files and sources so that a recurring report refreshes with one click. You stay in the Excel you know — only the copying, pasting and fixing disappears.

Describe your problem See an example

You work directly with me · Warsaw, Poland · working remotely across the EU
Tools: Excel, Power Query, VBA, R, SQL

What you get

A file or set of files that refresh with one click
A control sheet that reconciles results with the sources
A step-by-step user and update guide, with screenshots
An online walkthrough and 30 days of support

Typical turnaround: 2⁠–⁠5 business days
Quote: free, no obligation
Payment: after acceptance on a first order

When I can help

Every month someone copies data from a dozen files into one summary.
The monthly report takes a day or two, and every layout change means manual fixes.
You repeat the same Excel steps every week: filter, sort, paste, save as PDF.
An old macro works “somehow”, but nobody knows how and its author left long ago.
Data from your system has to be cleaned every time before it can go into the report.

What you gain

The report is ready in minutes instead of hours — every month, without exceptions.
Fewer mistakes: the same process every time, with reconciliation checks.
A solution you understand and can hand over to someone else.
No new systems or licences — everything runs in your Excel.

What I do

I walk through your current process with you and list what can be automated.
I build Power Query queries that load files from a folder, standardise formats and combine the data.
Where more is needed — splitting reports, exporting to PDF, sending files — I write VBA macros.
For large datasets or databases I use R scripts or SQL queries.
I add a control sheet that compares totals and row counts with the source files.
I test the solution on data from at least two periods before handing it over.

How I approach it

I start from your process, not from a tool. If a single Power Query query is enough, I won’t build an elaborate system of macros. The automation should keep working when the number of files changes or a new branch is added — so the queries read the whole folder rather than specific file names. Every step is documented in the guide, so the solution doesn’t depend on me. For the first refresh on your data I’m available, and together we check that the numbers match your existing report.

COST CALCULATOR

How much does a manual report cost?

Enter the time your team spends on one repetitive task. The result shows the yearly cost of doing it by hand.

The hourly cost is an example — enter your own. The quote for automating the task is free.

Get a free quote

EXAMPLES

An example on fictional data

Client data is confidential, so I show the same kind of work on fictional data. The results are calculated from that data — these are not client projects.

Automation · Power Query and VBADemo

Records with an issue, by branch file

Chart data

Branch	Duplicates	Missing values	Formats	Total
Poznań	7	10	57	74
Łódź	13	12	44	69
Lublin	8	6	51	65
Kraków	9	11	42	62
Wrocław	7	12	22	41
Gdańsk	6	3	27	36
Katowice	4	4	18	26
Warszawa	4	6	11	21

Records with an issue, by branch file

Chart data

Branch	Duplicates	Missing values	Formats	Total
Poznań	7	10	57	74
Łódź	13	12	44	69
Lublin	8	6	51	65
Kraków	9	11	42	62
Wrocław	7	12	22	41
Gdańsk	6	3	27	36
Katowice	4	4	18	26
Warszawa	4	6	11	21

Monthly report from branch files

Problem: Every month 8 branches send files in different formats, and the report is assembled by hand.
Data: 8 CSV files, 5,547 rows with typical errors: duplicates, missing amounts, mixed date and number formats. The same approach works with .xlsx files.
Work: A Power Query query reads the whole folder, standardises formats and removes duplicates. A control sheet reconciles totals with each file, and a VBA macro saves each branch’s report as PDF.
Result: 5,425 valid rows in one table, 58 duplicates removed, 272 entries standardised, 64 records listed for follow-up. Control totals match for 8 of 8 branches.
Tools: Power Query, VBA, Excel

Sample input files: branch file: warszawa, branch file: krakow, branch file: gdansk

What I need for a quote

A description of the current process: where the data comes from and what you do with it
A sample file structure (no confidential data — column headers are enough)
How often the report is produced and how long it takes today
Your Excel version (e.g. Microsoft 365, Excel 2019) and system (Windows or Mac)

Questions

Will it work in every Excel version?

We agree the Excel version at the start. Power Query is built into Excel for Windows from version 2016 and into Microsoft 365. VBA macros don’t run in Excel for the web, so if your team works online, I choose a solution without macros.

What happens when the source files change?

Small changes, such as a new branch or another month, are handled automatically. If the column structure changes, a fix usually takes a few minutes — the guide shows where to make it, and during the 30 days of support I do it for you.

Can I just ask you to fix an existing macro?

Yes. I often start by reviewing an existing file: I document how it works, fix the errors and simplify the code. It’s a good way to try working together before a larger project.

Who owns the code?

Once the order is paid, the economic copyrights to the code and files pass to you. The terms of the handover are written into the order.

What happens after the 30 days of support?

After the 30 days I quote small fixes separately, always before starting, or we agree ongoing support. The documentation also lets someone else take the solution over.

How do we work together, and how does billing work?

You describe the problem in a few sentences. Within 1 business day I reply with questions or a proposal, then send a free quote with the scope, timeline and price. I bill through Useme, a Polish freelance platform: you get a VAT invoice, and your payment can be held by Useme until you accept the work. An NDA is available on request.

CONTACT

Tell me what you need.

A few sentences are enough. I’ll reply within 1 business day with questions or a proposed scope, timeline and price.

No files and no tool names needed at this stage.
Scope, timeline and price are agreed before I start.

Prefer to email? hubertsalwa0@gmail.com