Practical guide
How to automate monthly reporting
Map recurring reporting work before selecting Power BI, Excel or automation tools.
Start with the current process
List every file, copy-and-paste step, calculation, check and approval used each month.
Separate rules from exceptions
Stable steps are good automation candidates. Unusual decisions should remain visible for human review.
Choose the smallest useful solution
A repeatable Power Query flow may be enough. More tools are only useful when the workflow needs them.
Expected output
A documented reporting process with fewer manual steps and clear ownership.