Monthly Reporting Automation
Design a repeatable Power Query workflow for combining monthly files into one reporting table.
Advanced · 60–90 min
Objectives
- Understand query steps
- Standardize columns
- Append monthly data
- Refresh and validate
Project dataset
| Row | A: Month | B: Branch | C: Collection |
|---|---|---|---|
| 2 | Jan | Mumbai | 62000 |
| 3 | Jan | Pune | 49000 |
| 4 | Feb | Mumbai | 58000 |
| 5 | Feb | Pune | 68000 |
| 6 | Mar | Mumbai | 72000 |
| 7 | Mar | Pune | 57000 |
Guided checkpoints
Inspect monthly files
Confirm that January, February and March source files use the same field structure.
Understand the prerequisite for appending queries.
Set data types
In Power Query, set Month and Branch as text and Collection as a number/currency field.
Control data types before transformations.
Append the months
Append the monthly queries into one combined table.
Create one reporting table from repeated monthly files.
Load the result
Load the combined query output into Excel and use it as the reporting source.
Finish a repeatable data pipeline.
Refresh and validate
Refresh the query and verify the reporting total remains consistent.
Validate a repeatable workflow.
Download sample project .xlsx · All portfolio projects
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