Excel Sales Data Financial Reports

I have several months of raw sales transactions in Excel that need to be cleaned, organized, and transformed into formal financial reports. The source sheets include order dates, SKUs, unit prices, discounts, tax, and payment method details; nothing is yet summarized or categorised.

Your job is to:
• Tidy the data (remove duplicates, standardise date and currency formats, flag anomalies).
• Build an Income Statement that automatically rolls up revenue, COGS, gross margin, operating expenses, and net profit.
• Build a Balance Sheet driven by the same dataset, updating assets, liabilities, and equity as new rows are added.

Both reports must stay fully formula-based—no hard-typed totals—so that I can paste next month’s sales and instantly refresh the figures. Pivot tables, SUMIFS, Power Query, or structured tables are all fair game as long as the workbook remains self-contained and easy to follow.

Acceptance criteria
1. One Excel file delivered (.xlsx) with separate tabs for: cleaned data, Income Statement, Balance Sheet.
2. Headings match standard accounting terminology.
3. All calculations traceable and protected against accidental overwrite.
4. Clear brief in-sheet notes explaining where to paste new sales data and how to refresh.

If this setup meets professional accounting standards while staying user-friendly, the task is complete.