Excel cleanup & automation
Turn inconsistent workbooks and CSV files into clean, repeatable workflows.
Completed projects
Select a project to view its workflow and result.
Completed projectNative / 01
XData Intake RegisterSaved
FileHomeInsertDataView
↶↷Calibri 11BI◇
A1fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2Names standardizedReadyA. Chen1,284
3Duplicates isolatedReviewM. Ortiz17
4Review queue updatedReadyS. Patel98.7%
5
Current result18,420 rows ready
Control roomDataReview queue+
Property services team
Data Intake Register
Standardized weekly files and separated records that needed review.Completed projectNative / 02
XOrder Import ControlSaved
FileHomeInsertDataView
↶↷Calibri 11BI◇
D4fx=SUMIFS(Approved, Status, "Ready")
ABCD
1WORK ITEMSTATUSOWNERVALUE
2Columns mappedReadyA. Chen1,284
3Dates correctedReviewM. Ortiz17
4Control total matchedReadyS. Patel98.7%
5
Control result37 checks passed
OverviewInputsReview queue+
Wholesale operations team
Order Import Control
Prepared marketplace exports for the order system without repeated formatting work.Completed projectPremium / 03
Advisory operations teamProject preview
Overview
The approval screen shows what is ready and what needs attention.
Current result99.1% approved
5
011,284 acceptedComplete0217 held for reviewComplete03Audit log savedComplete
Advisory operations team
Data Approval Workspace
Gave the operations team a polished workspace for cleaning and approving monthly records.Result
A cleaned file, exception log, QA summary, and optional refreshable routine.
02Duplicate and exception handling
03Power Query or workbook automation
Important limits
Unknown source facts are flagged, never invented. Accounting and tax judgement are excluded.