Automate a Weekly or Monthly Excel Report
ExcelGurus automates Excel reports that someone rebuilds by hand every week or month. You click a button, pick the export, and the finished report comes out: the data cleaned, the totals worked out, the charts and formatting done. David Gul, an Excel VBA developer, looks at the report you make today and gives you a fixed price before any work starts.
Choose “Report or dashboard” when you describe the report.
Signs a report should be automated
- The same steps every period: export, paste, fix dates, filter, pivot, format.
- It takes an hour or more each time, and only one person knows how.
- Numbers go wrong when a step is missed or a column moves.
- The data comes from several files, or from PDFs.
What you get
- One workbook with a button for each step, or one button for the whole report.
- It reads your export as it comes: columns in a different order, extra rows, text dates.
- Checks that stop with a clear message when a file is missing or a value looks wrong.
- Output as Excel, PDF, or an email draft in Outlook.
- 30 days of bug fixes after delivery.
What clients say
★★★★★
“Excellent in every way. Saved me so much time with his automation of my spreadsheets!”
Karyn M. · repeat client · via PeoplePerHour, 2011
★★★★★
“Highly recommended! David was able to successfully complete both of the projects that I requested. He completed them quickly, accurately, and communicated well. I will be checking in with David first when I have another task like this one.”
Automation Client · via Upwork, 2019
★★★★★
“David is by far one of the best contractors on oDesk. Not only did he fully understand what I wanted, he worked through the problems/redesigns/additions that developed as we went along. I will hire him again soon and highly recommend him for anything Excel based. He took my idea and made it look 100% better than it did.”
Excel Reporting Client · via Upwork (then oDesk), 2011
5.0★ across 230+ client reviews on Upwork, PeoplePerHour and Freelancer · Read all the client reviews →
Common questions
Can you automate a report without changing the system the data comes from?
Yes. The program works from the export you already get, such as a CSV, an Excel file or a PDF with real text.
What does it cost?
A fixed price you approve before work starts. Send the report as you build it today and a sample of the export, with confidential data removed.
Will it run on a Mac?
Tell us which you use. Much of VBA runs in Excel for Mac, and David tests on a Mac.
Tell us about the report you build today
You approve a fixed price before any work starts.
Every project gets a fixed-price quote before any work starts: the price you approve is the price you pay.