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ServicesExcel Automation

Service 04

Excel Automation

Remove the steps somebody repeats every week.

Who this is for. Teams doing the same copy, paste, filter and format sequence every period, where the sequence is stable enough to be described in writing.

The problem

What usually brings people here.

  • The same fifteen manual steps happen before every report.
  • One person knows how the workbook works and nobody else can run it.
  • A formula broke and nobody noticed until the totals looked wrong.
  • Refreshing the file means rebuilding half of it.

What we need from you

  • The workbook as it is today
  • A written or spoken walkthrough of the steps you repeat
  • Two periods of source data, so we can prove the refresh works twice
  • Your Excel version, and whether macros are permitted on your machines

What you get back

  • A rebuilt workbook that refreshes rather than gets rebuilt
  • Power Query steps and a data model where they fit
  • Redesigned formulas, with the fragile ones replaced
  • A one-page refresh guide, written for a non-author

How it runs

The work, step by step.

  1. We watch the current process end to end before changing anything.
  2. We tell you which steps can be automated, which cannot, and why.
  3. We rebuild, then run the refresh against a second period of data.
  4. You run the refresh yourself once, with us, before we close.

On top of this sits the five-stage engagement process that every project follows — including what usually goes wrong at each stage.

The boundary

Included, and not included.

Both lists are published at the same weight, deliberately. A boundary you discover during delivery is a boundary you were not told about.

Included

  • Formula redesign and error-proofing
  • Power Query for repeatable import, shaping and refresh
  • Power Pivot data models where the volume justifies one
  • Automated report generation within Excel
  • Refresh documentation and a handover session

Not included

  • VBA and macro development as a default. We assess it against your sample and your IT policy first, and will say plainly if it is the wrong tool or if we are not the right people for it.
  • Integration with external systems or APIs we have not confirmed we can reach
  • Multi-user governance, locking or version control — spreadsheets are the wrong layer for that
When we would tell you not to buy this.
  • The source data changes shape every period. Automation needs a stable input; unstable sources need fixing first.
  • Macros are blocked by your IT policy and the task genuinely needs one.
  • Several people must edit at once — that is a database or application problem, not an Excel one.

Packages

How this is usually bought.

Automated MIS

Recurring reporting where the manual work should stop being manual.

A workbook that refreshes instead of getting rebuilt, with the steps documented.

Included

  • Rebuilt template with Power Query, formula redesign and a data model where it fits
  • Refresh proven against two periods of data
  • A one-page refresh guide written for a non-author
  • A training session for the person who will run it

Not included

  • VBA or macros by default — assessed against your sample and your IT policy first
  • Integration with systems or APIs we have not confirmed we can reach
  • Multi-user editing, locking or version control
  • Running the refresh for you — that is Managed Refresh
Revisions
Two rounds, plus a fix for any refresh failure found during the agreed support window.
Timeline assumes
Assumes the source arrives in a consistent shape each period. A source that changes shape needs stabilising before automation is worth buying.
Get this scoped

Compare every package in full

Where this lands

Sectors with documented work behind them.

Online Channels

Brands and sellers trading across marketplaces and quick-commerce platforms at once — where every platform issues its own purchase orders, fills them partially, reports offtake in its own format, and none of it adds up to one number until somebody makes it.

FAQs

Excel Automation — the questions we get asked.

Answers here match the full FAQ page; this is the subset relevant to this service.

Will the report refresh when new data arrives?

Only if it was scoped to. A one-time report answers a question at a point in time; a refreshable one needs the source to arrive in a consistent shape each period, and it is built differently. Tell us at the scoping stage which you want — converting the first into the second afterwards costs more than building the second outright.

What is the difference between formulas, Power Query and VBA?

Formulas calculate inside the sheet and recalculate on their own. Power Query imports and reshapes data before it reaches the sheet, and repeats those steps on demand — it is the right tool for most "the same import every month" work. VBA is code that automates actions Excel has no other way to perform; it is powerful, harder to maintain, and blocked by many IT policies. We reach for Power Query first and only propose VBA when nothing else will do.

Which Excel versions do you support?

Tell us your version before we start; it changes what we can build. Microsoft 365 and Excel 2021 support dynamic arrays and the newer functions, and older versions do not. If your organisation blocks macros, say so at scoping — it rules some approaches out and we would rather know at the start than at handover.

Read every question

Need your Excel work automated?

Send one representative sample — the messy one, not the tidy one — and you will get a scoped quote with the exclusions written in.

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