Excel data automation

Turn repetitive spreadsheets into structured, automated workflows.

I build practical Excel workflows for data cleanup, transformation, recurring reports, and repetitive tasks using Power Query, formulas, and VBA where appropriate.

What gets automated

Less manual work. More repeatability.

The goal is not to add complexity. It is to turn a fragile sequence of copy, paste, format, and reconcile steps into a workflow you can run again.

Data cleanup & transformation
Standardize columns, dates, text, categories, duplicates, and inconsistent source files.
Power Query pipelines
Import, combine, transform, and refresh recurring datasets with documented steps.
VBA automation
Automate repetitive actions such as report generation, formatting, exports, and controlled data-entry workflows.
Analysis-ready outputs
Deliver structured tables that are easier to audit, analyze, and hand off to R, SPSS, Python, or Excel reporting.
Typical tools

Choose the simplest tool that works

Power QueryExcel formulasPivotTablesVBAData validationCSV workflowsReport automationData cleaning
Before & after

Automation should make the next run easier

Before

Multiple files, inconsistent formats, manual copy-and-paste, repeated calculations, and high risk of transcription errors.

Transform

Define a repeatable sequence of cleaning, joining, validation, calculation, and reporting steps.

After

Refresh or run the workflow with a consistent output and documentation that explains how it works.

Workflow

From messy workbook to repeatable process

1

Map the current process

Identify source files, manual steps, rules, exceptions, and the output you need.

2

Build the workflow

Use Power Query, formulas, VBA, or a combination only where it adds value.

3

Test and document

Test with representative data and document the workflow so the next run is understandable.

Have a spreadsheet that you hate updating?

Send a description or sample of the current workflow. The first step is identifying which parts are genuinely worth automating.

View the Excel automation gig