Excel data cleaning and reporting workflow
Turning a three-hour manual reporting process into a repeatable workflow that runs in minutes.
The challenge
A weekly report pulled data from multiple exports, each needing manual cleaning, reformatting and cross-checking before it was usable — a repetitive, error-prone task landing on one person's desk every week.
The solution
The cleaning and formatting steps were rebuilt as a repeatable Power Query workflow, with validation checks built in so obvious data errors were caught automatically instead of manually.
The outcome
Reduced a recurring 3-hour weekly task to under 15 minutes.
What I learned
Most 'we need an AI tool' requests are actually 'we need this manual process automated first.' Fixing the underlying workflow was more valuable than adding anything AI-branded on top.
Have a similar problem in your business?
Let's talk about what a project like this could look like for you.