Automate Excel Customer Data Reports

I have a growing set of customer data that I need transformed into a clean, reliable Excel workbook that can produce professional-looking reports at the click of a button. The job covers the full workflow: entering and organising the raw records in clearly labelled rows and columns, adding the formulas that calculate totals, averages, and any other relevant KPIs, and turning those results into easy-to-read charts.

Once the basics are in place, I want the workbook to go a step further. PivotTables (with slicers or filters where useful) should let me drill into segments on demand, while conditional formatting should highlight exceptions automatically. To avoid repetitive tasks, please wrap the refresh, report build, and print/export steps in well-commented VBA macros so anyone on the team can run the process without touching the back-end logic.

Deliverables
• One Excel .xlsm file containing
– A consolidated, de-duplicated customer table
– Dynamic formulas and named ranges
– PivotTables linked to the table and refreshable with a single click
– At least two illustrative charts tied to the pivots
– Conditional formats that flag outliers or data quality issues
– VBA procedures that: refresh data, update pivots/charts, and output a finished report (PDF or additional sheet)
• A short read-me sheet explaining how to use or extend the solution

Acceptance criteria
The workbook must open without errors in Microsoft 365, run all macros with macros enabled, and reproduce the same results when tested with a fresh copy of the dataset.