Services
Spreadsheets and reporting
Spend less time copying rows and rebuilding the same report. Turn your recurring spreadsheet work into a repeatable process with checks you can understand.
When this can help
A weekly report may depend on collecting files, matching inconsistent columns, removing duplicate rows, and repeating calculations. Small changes to an input can silently change the result.
Start with one report, representative input files, and agreed rules for matching records. A useful first version makes exceptions visible and leaves the source files available for comparison.
- Agree the inputsMap file formats, column names, matching keys, and the report you need.
- Combine and checkClean agreed fields, merge records, and flag duplicates or missing values.
- Review the reportCompare totals and exceptions before sharing the prepared output.
What we would build together
A file and rules map
Document the supported inputs, calculations, and rules for treating missing or inconsistent values.
A repeatable reporting tool
Run the agreed transformations and produce the report with an exception summary.
Checks and a handoff
Test representative files, reconcile totals, and document how to run and maintain the process.
Illustrative example
A weekly sales summary
A process could combine approved store exports, match product identifiers, and group sales by period. Duplicate records or unmatched products would be listed for review, with totals checked against the original exports before the report is shared.
A possible application, not a reported customer deployment or measured result.
Human review
What still needs a person
The tool cannot decide which conflicting record is correct without an agreed rule. People approve mappings, business definitions, and exceptions. Scheduling, file access, and retention are scoped around your setup.
Before we start
Can you work with our existing spreadsheets?
We would inspect representative Excel or CSV files and the calculations you rely on before agreeing support. Complex macros and external connections need separate review.
Does it have to run automatically?
No. A manually started tool can be a useful first step. Scheduling comes after the inputs and checks are reliable enough for the intended use.
Explore a related workflow
Start with the task that needs to become easier.
Describe the current process and the result you need. We can agree a useful first step before committing to a build.