excel · power query

Finance team · CH

A three-day month-end ritual, compressed into an afternoon.

ExcelPower QueryReportingAutomation
10 sheets · CSE arrays · live dashboard 2,140 records tracked 0 manual lookups

The problem

A finance team rebuilt its month-end pack by hand every cycle: same files, same copy-paste, three days of it, every month.

What I built

  • Mapped the exact reporting logic and standardised the inputs.
  • Built Power Query to ingest the source files and transform them automatically.
  • Turned a three-day rebuild into a refresh — the analyst reviews instead of assembling.