Automate Monthly Excel Reports

Заказчик: AI | Опубликовано: 20.02.2026

Each month I receive several Excel files exported from the different software we use. I want a repeatable process—preferably a macro, script, or Power Query/Power Pivot solution—that reads those extracted spreadsheets, cleans and merges the data, and then produces one consolidated Excel report. Key requirements • Source files: always Excel, generated by our existing systems and dropped into a folder I specify. • Output: a single, well-formatted workbook ready to share, containing all the aggregated figures, tables, and any charts or pivot summaries you propose. • Trigger: one-click or scheduled execution so I’m not copying-and-pasting every month. • Flexibility: if next quarter I decide to add extra sheets (for example new sales or customer metrics) the solution should let me map them in with minimal rework. Deliverables 1. Automated workflow (VBA macro, Power Query, Python script, or similar) with clear instructions. 2. Template or master workbook that the automation writes to. 3. Short walkthrough—written or recorded—showing how to run and adapt the process. I’ll judge completion by running the automation on sample data and confirming the consolidated report matches the individual source sheets. If this sounds like your area of expertise, let’s make month-end smoother.