Automate Excel Reports from Database
Budget: $10 – $30 USD
I need our existing workbooks to generate polished reports automatically instead of by hand. The core requirement is a reliable macro-based (VBA or Power Query) routine that connects directly to our external database, downloads the latest figures, refreshes the model, and produces the finished reports in one click.
Context
• All calculations and templates already live inside the workbook; the missing link is the automation layer.
• Source data sits in a SQL Server database that you will reach through a provided ODBC connection string.
• Typical output is a multi-sheet management report that must also be saved to PDF.
Key deliverables
1. Secure connection script that pulls the required tables/views.
2. Macro that places fresh data into the correct sheets, triggers existing formulas, and clears any residual cache.
3. Routine that assembles and formats the final report pack, then exports to PDF with a timestamped filename.
4. A single “Refresh Report” button plus concise, commented code so future maintenance is straightforward.
Acceptance criteria
• Full refresh completes without errors in under one minute on my machine.
• No manual edits needed between data pull and PDF creation.
• Workbook remains compatible with Excel 2019 and Microsoft 365.
Please build with clean, maintainable VBA (or Power Query if it meets the above). Share a brief outline of your approach and any similar automations you have delivered so I can get a sense of your fit.
Context
• All calculations and templates already live inside the workbook; the missing link is the automation layer.
• Source data sits in a SQL Server database that you will reach through a provided ODBC connection string.
• Typical output is a multi-sheet management report that must also be saved to PDF.
Key deliverables
1. Secure connection script that pulls the required tables/views.
2. Macro that places fresh data into the correct sheets, triggers existing formulas, and clears any residual cache.
3. Routine that assembles and formats the final report pack, then exports to PDF with a timestamped filename.
4. A single “Refresh Report” button plus concise, commented code so future maintenance is straightforward.
Acceptance criteria
• Full refresh completes without errors in under one minute on my machine.
• No manual edits needed between data pull and PDF creation.
• Workbook remains compatible with Excel 2019 and Microsoft 365.
Please build with clean, maintainable VBA (or Power Query if it meets the above). Share a brief outline of your approach and any similar automations you have delivered so I can get a sense of your fit.