Power Query · Excel · Automation · 2025
Reporting Automation
Turned a week-long manual report into an automated pipeline.
Business Intelligence Analyst
- 60%+
- faster completion
- ~3 days
- recovered every month
A recurring report used to take the better part of a week to assemble by hand. I automated it end to end. Completion time dropped by more than 60%, it returns roughly three days of analyst time every month, and the output is more consistent and accurate than the manual version it replaced.
Problem
A recurring report was rebuilt by hand every cycle. It was slow, easy to get wrong, and a standing drain on time that should have gone to analysis instead of assembly. Because each run was manual, small inconsistencies crept in from cycle to cycle.
Approach
I rebuilt the process as an automated pipeline in the tools the team already used. Data flows in, transforms through Power Query, and reports out through PivotTables, with Excel macros handling the repetitive steps. The manual touch points went from most of the workflow to a handful of checks.
Key decisions & trade-offs
I built it in Excel and Power Query on purpose, not a new platform. Keeping it in the team's existing toolset meant no new software to learn, no handover risk, and a solution the team can maintain without me.
I treated consistency as a feature, not a side effect. Standardizing the transforms removed the cycle-to-cycle drift that manual assembly introduced, so the numbers are now repeatable as well as faster.
Outcomes
- Over 60% faster completion per cycle.
- Roughly 3 days of analyst time recovered every month.
- More consistent, more accurate output than the manual process it replaced.
Built with Power Query · Excel · PivotTables
Scope Internal BI process