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How can I automate weekly Excel reports so nobody copies and pastes?
Store the source data in a central place, build the calculations once in a query or data model, and connect the report to it with scheduled refresh. Distribute the output as a live dashboard or an automatically generated file instead of hand-built workbooks.
Options from simple to robust:
- Power Query connected to a shared folder, refreshing when opened.
- A database with a BI dashboard that refreshes on a schedule.
- Scheduled email of dashboard snapshots or exports, which many BI tools support.
The key step is removing manual data handling. Once data lands automatically and logic lives in one place, the report becomes a view rather than a task. Add checks so an incomplete load does not quietly produce wrong figures.
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