Reporting Automation · Clinic
Excel Automation Clinic
Power Query, macros-light, and scheduled refresh patterns for recurring reports.
₩390,000 · informational
Duration: 2 weeks · 14 hours
Level: Beginner · Tool: Excel
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Overview
Automate repetitive spreadsheet work without leaving Excel. Build refreshable pipelines, error traps, and handoff documentation for teammates who still prefer grids.
Included
- Power Query recipe book (18 patterns)
- Error logging sheet template
- Scheduled refresh setup guide
- Macro-light buttons for non-coders
- Documentation standards for ops teams
- Office dataset: inventory + sales
Outcomes
- Automate one recurring report end-to-end
- Reduce manual steps by at least 60% on a practice file
- Write a one-page handoff for the next analyst
Rina Oh
Spreadsheet automation specialist; former FP&A analyst.
FAQ
Learner notes
"Power Query on the returns file saved me four hours every Friday. Clinic pace was fast."