- Profile source variations
- Create visible transformation steps
- Route uncertain records to exceptions
- Publish a focused KPI view and refresh guide
Data workflow
Recurring report / recurring files become one refreshable operating view
A Power Query reporting system built for a team that was rebuilding the same weekly report by hand.
The challenge
Exports arrive with the same recurring inconsistencies, then consume hours of manual cleanup before anyone can review performance.
- Input contract
- Power Query flow
- Exception table
- QA checks
- Dashboard
- Refresh guide
Recurring report / Project walkthrough / 03 pages
Project walkthrough
Explore the finished experience, the controls behind it, and the handoff boundaries. Names, figures, and interface data shown in these views are illustrative.
Project outcomes
Visible logicKey transformations and assumptions can be inspected.
Exception pathsUncertain inputs are surfaced instead of silently forced through.
HandoffThe owner receives a system they can understand and operate.