SAP Business One & Reporting

Excel, Data Cleanup & Business Reporting

Help with Excel, data cleanup and repeatable business reports. We investigate formulas, consolidate files and organise data for a clearer reporting process.

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Remote and onsite IT support across Sydney.

What the work can include

01

Formula troubleshooting and file consolidation

Investigate broken formulas and consolidate agreed files, checking workbook structure and clarifying which records should be included.

02

Inconsistent data cleanup

Identify inconsistent values, duplicates or formatting problems and apply agreed cleanup rules with a way to review the changes.

03

Recurring reports and scoped spreadsheet automation

Prepare repeatable reports and document the refresh steps, with any more complex spreadsheet automation scoped explicitly.

What you can take away

Depending on the agreed scope:

  • Revised workbooks, queries or agreed report outputs
  • Documented cleanup rules and data assumptions
  • Refresh instructions and relevant validation checks

A little more detail

Questions about
this service.

Can you combine information from several spreadsheets?

Yes. We first review the file structures, matching fields and intended output. The consolidation rules and treatment of missing or conflicting data are agreed before processing.

Can you help interpret accounting results?

This service focuses on data structure, formulas and reporting processes. The business remains responsible for report definitions and interpretation; accounting and financial advice are outside the service.

Start with your requirement

Let’s discuss the next step.

Tell us about your environment, the result you need and any relevant constraints.

Enquire about this service