Phoenix - Your AI AssistantAutomate your manual Excel reporting so it updates itself
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3 days
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What you get with this Offer
If you’re spending hours every week copying, pasting, and reformatting data in Excel — that’s the problem I fix.
I’ll take your existing manual process and rebuild it so your report updates automatically when your data changes. No more copy-paste. No more broken formulas when someone adds a column. No more spending Friday afternoon doing something a spreadsheet should do for you.
This is what I’ll do:
→ Review your current Excel file and understand exactly where the manual work is
→ Rebuild the data connections and transformation logic using Power Query
→ Deliver a clean, automated version that your team can actually maintain
→ Walk you through how it works so you’re not dependent on me to run it
Recent example: I built an automated validation tool that saved a client 16 hours of manual checking every single week.
This works best when you have a repetitive reporting task — weekly sales reports, financial summaries, data consolidation from multiple sheets or files, or anything where someone has to “prepare the data” before they can use it.
Not sure if your problem fits? Message me and I’ll tell you honestly whether I can help.
What’s included:
∙ Review of your existing file
∙ Power Query automation build
∙ Delivered working file
∙ 15 minute walkthrough call
∙ 7 days of support if anything needs tweaking
I’ll take your existing manual process and rebuild it so your report updates automatically when your data changes. No more copy-paste. No more broken formulas when someone adds a column. No more spending Friday afternoon doing something a spreadsheet should do for you.
This is what I’ll do:
→ Review your current Excel file and understand exactly where the manual work is
→ Rebuild the data connections and transformation logic using Power Query
→ Deliver a clean, automated version that your team can actually maintain
→ Walk you through how it works so you’re not dependent on me to run it
Recent example: I built an automated validation tool that saved a client 16 hours of manual checking every single week.
This works best when you have a repetitive reporting task — weekly sales reports, financial summaries, data consolidation from multiple sheets or files, or anything where someone has to “prepare the data” before they can use it.
Not sure if your problem fits? Message me and I’ll tell you honestly whether I can help.
What’s included:
∙ Review of your existing file
∙ Power Query automation build
∙ Delivered working file
∙ 15 minute walkthrough call
∙ 7 days of support if anything needs tweaking
What the Freelancer needs to start the work
∙ Your existing Excel file(s) and a description of the manual steps you currently do
∙ A short explanation of what the end result should look like (even a rough description is fine)
∙ Access to any source files the data comes from (other spreadsheets, exports, CSV files)
∙ Let me know how often the report runs — daily, weekly, monthly