Overview: Designed a dynamic Power Query solution to streamline financial reporting across multiple source files.

Challenge: Manual consolidation of financial spreadsheets from various folders was time-consuming and prone to errors.

Solution: Built a master workbook that pulls new files from a designated folder, automatically updates when new data is added, and filters raw data into meaningful metrics using pivot tables.

Impact: Saved hours of manual effort, improved reporting accuracy, and empowered finance to access real-time updates and visualizations.

Tools Used: Excel, Power Query, Pivot Tables, Financial Reporting Framework

Project Details