Repeatable analysis instead of one-off reporting
Recurring reports that depended on copied files, external links and manual fixes, rebuilt so a refresh produces the same trusted answer every time.
The problem
Recurring reports often depend on copied files, broken references and inconsistent definitions. Each cycle starts with repair work before any analysis can begin.
The approach
- External workbook dependencies converted into refreshable Power Query flows.
- Business logic isolated with SQL and structured formulas so it can be read and audited.
- Checks for invalid dates, duplicates and missing identifiers before numbers reach the report.
- Assumptions documented so the analysis can be reused by someone else.
What it changes
- Less manual preparation each cycle.
- Refreshes that don’t break.
- Calculations anyone can audit.