Automate Monthly Financial Report
Budget: ₹600 – ₹1,500 INR
I prepare a straightforward set of financial statements every month and want to stop copying figures by hand. I’m looking for a simple but reliable automation that pulls raw numbers into Excel, performs the usual calculations, and drops the results into a clean Word template.
Scope
• Build a lightweight macro, Power Query setup, or comparable method that:
– Collects the source data I specify (CSV or Excel sheets).
– Runs the standard calculations and summaries already defined in my workbook.
• Update my existing Word report so the key tables and figures refresh automatically from the processed Excel file.
The focus is on data collection and data analysis; I’ll continue to handle any charts myself for now. Once it’s set up, I should be able to press a single button each month and have the numbers ready for review.
Deliverables
1. Working Excel automation file with clear, commented code or query steps.
2. Linked Word template demonstrating the populated fields.
3. A brief, step-by-step guide so I can run the process and adjust data sources as needed.
Keep it tidy and beginner-friendly—this is a basic first pass that I may expand later.
Scope
• Build a lightweight macro, Power Query setup, or comparable method that:
– Collects the source data I specify (CSV or Excel sheets).
– Runs the standard calculations and summaries already defined in my workbook.
• Update my existing Word report so the key tables and figures refresh automatically from the processed Excel file.
The focus is on data collection and data analysis; I’ll continue to handle any charts myself for now. Once it’s set up, I should be able to press a single button each month and have the numbers ready for review.
Deliverables
1. Working Excel automation file with clear, commented code or query steps.
2. Linked Word template demonstrating the populated fields.
3. A brief, step-by-step guide so I can run the process and adjust data sources as needed.
Keep it tidy and beginner-friendly—this is a basic first pass that I may expand later.