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Microsoft Certified Power BI Data Analyst Associate Badge - Report Simple Team
Excel Partner

Excel Partner

Transform your business capabilities with Australia’s leading Excel Consulting team.

Transform Your Data Into Actionable Insights

As your dedicated Excel partner, Report Simple integrates seamlessly with your internal teams to bridge technical gaps and accelerate project delivery. We provide on-demand, specialised expertise to modernise your spreadsheets, automate workflows, and unlock advanced data modelling capabilities without the overhead of permanent hires.

Automate Reporting

Stop losing hours to manual data entry. We configure automated pipelines that eliminate redundancy, ensuring your team focuses on analysis rather than assembly.

Dynamic Visualisation

Move beyond static spreadsheets. We build interactive, real-time dashboards that allow stakeholders to drill down into data and answer questions instantly.

Actionable Intelligence

Turn raw data into a strategic asset. Uncover hidden trends, predict future outcomes, and seize growth opportunities that were previously invisible.

Maximise ROI

Make profitable decisions based on facts, not hunches. Use precise analytics to pinpoint operational inefficiencies and significantly reduce waste.

Seamless Integration

Unify your data landscape. We create robust connections between your favourite sources - creating a single, truthful view of your entire business.

LIVE DASHBOARD
Explore It Yourself

Hover, click, and interact to discover the full potential of the dashboard

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SERVICES

Advanced Financial Modelling

We build robust, error-free financial models that provide clear visibility into cash flow, forecasting, and scenario planning. Our partners ensure your workbooks are auditable, scalable, and tailored to specific commercial requirements.

VBA & Macro Automation

Eliminate manual data entry and reduce human error by deploying custom macros that automate repetitive administrative tasks. We streamline complex workflows, saving your team hours of processing time every week.

Dashboard Development

Turn static rows and columns into dynamic, interactive dashboards that offer real-time insights for stakeholders. We design user-friendly interfaces that make interpreting complex datasets intuitive and actionable.

Legacy System Migration

We assist in untangling complex, legacy spreadsheets and migrating data to modern cloud platforms like Power BI or Azure. This ensures data integrity while reducing the reliance on fragile, single-user files.

Staff Training & Support

Empower your team with best-practice training sessions designed to elevate their proficiency and efficiency. As your partner, we provide ongoing support to troubleshoot issues and maintain best practices across your organisation.

190+ Australian Enterprises Choose Report Simple. 

570+ Successful Projects

We bring deep experience to every engagement, having delivered hundreds of scalable analytics solutions across government and private sectors.

100% Australian Owned

We don't farm your data out to offshore teams. Our team is Australian-based, ensuring clear communication, local timezone alignment, and strict data sovereignty.

Your Tenant, Your IP

We build inside your environment so the solution is entirely yours - code, models, and IP. You stay in control, with the freedom to continue independently.

Matt Lazarus Report Simple

We believe data should empower, not overwhelm. Simplicity is in our DNA.

Matt Lazarus

Founder of Report Simple

Collaborating with Report Simple lifted our marketing data strategy to a whole new level... The results speak for themselves with a 62% increase in ROI.

Jase Johnson

CMO, Beeline

TRUSTED BY

Our Proven Excel Partner Process

We utilise a collaborative methodology that aligns our technical expertise with your specific operational goals. This ensures immediate impact and sustainable long-term data efficiency.

1
Discovery & Integration

We begin by embedding our experts within your team to audit existing spreadsheets and understand your specific operational bottlenecks. This deep-dive assessment allows us to identify immediate quick wins and structure a partnership model that complements your internal culture.

Solution Engineering
2

Our team designs and implements robust solutions, ranging from complex VBA automation to advanced financial modelling. We focus on creating scalable architectures that reduce file bloat and minimize the risk of formula errors during critical reporting periods.

Handoff & Enablement
3

We don't just deliver the files; we ensure your team possesses the knowledge to maintain and evolve the solution. Through comprehensive documentation and targeted knowledge-transfer sessions, we guarantee that your internal stakeholders remain in full control of their data assets.

FAQ

How do Excel Partners help organisations evolve from spreadsheet-heavy processes into governed, scalable analytical systems that strengthen decision making?

Excel Partners help organisations move from inconsistent, manually maintained spreadsheets into structured analytical ecosystems that leaders can trust. They redesign reporting foundations so data behaves predictably, insights update reliably, and teams operate with clarity rather than uncertainty. An Excel Partner approaches every workbook as part of a broader architecture, aligning logic, assumptions, and modelling frameworks with operational realities and long term strategy. They engineer controlled inputs, governed transformation flows, and transparent calculation structures that reduce risk and prevent the logic drift that typically weakens organisational reporting over time. Their strength lies in bridging technical precision with practical usability; they translate operational, financial, and performance data into stable systems that update automatically and remain comprehensible at every layer. For organisations seeking maturity, this partnership introduces auditability, semantic consistency, and enduring structural strength. Combining advanced modelling with decision intelligence principles helps leaders interpret trends quickly, respond to changing conditions, and make choices supported by evidence rather than fragmented spreadsheets. As a result, Excel becomes not merely a tool but a strategic asset embedded within a resilient, governed analytics environment.

What differentiates an Excel Partner from an Excel Expert, and how does this expanded capability influence organisational intelligence, collaboration, and long term growth?

An Excel Expert focuses on crafting high quality models; an Excel Partner elevates this work into organisation-wide intelligence. Partners work beyond the spreadsheet layer and address the full analytical lifecycle: data acquisition, transformation, modelling, governance, collaboration, and performance monitoring. They design ecosystems that eliminate duplication, clarify ownership, and embed transparent logic into every part of the reporting environment. Their scope is broader, incorporating cross-team requirements, long term maintenance concerns, and alignment with financial, operational, and compliance expectations. This ensures models are not only technically strong but structurally sustainable. Excel Partners assess how teams use information, how decisions are made, and where bottlenecks or risks appear in the reporting flow. This leads to the creation of systems that support collaboration without compromising data integrity, encouraging shared understanding across departments. 


At Report Simple, Excel Partners integrate spreadsheets with Power BI semantic layers, Microsoft Fabric pipelines, Azure SQL sources, and governed transformation processes. This delivers consistent, verified data to every model, eliminating errors caused by manual extraction or outdated spreadsheets. Organisations benefit from stronger forecasting, structured scenario planning, and reporting workflows that scale without losing clarity. By enabling cross-functional visibility and building analytical models that evolve over time, Excel Partners help organisations transition from reactive decision making into proactive, intelligence-driven operations.

How do automation, AI, and integration with platforms like Fabric, Power BI, and Azure enhance the strategic impact of Excel Partners across the organisation?

Automation and AI dramatically amplify the strategic value of an Excel Partner by transforming traditional spreadsheets into systems capable of operating intelligently at scale. When Excel connects to Fabric pipelines, Power BI models, Azure SQL, and workflow automation platforms, core reporting tasks such as cleansing, validation, anomaly detection, version control, and data refreshes happen automatically, freeing the Partner to focus on higher level modelling and interpretation. AI accelerates formula construction, scenario exploration, pattern identification, and sensitivity analysis, but the Excel Partner ensures these insights align with operational logic, verified definitions, and decision intelligence principles. The combination of human oversight and AI driven discovery strengthens reliability, reduces risk, and enables dynamic modelling environments where insights evolve continuously. These integrations turn Excel into a governed, cloud connected analytical interface that fits seamlessly into the modern data stack, supporting leaders with real time insight and structured strategic clarity.

How can Excel Partners help organisations replace legacy spreadsheet systems with governed models that improve consistency, transparency, and long term maintainability?

Excel Partners help organisations move away from fragile legacy spreadsheets by designing structured analytical systems that behave predictably, scale cleanly, and remain understandable even as teams change. Legacy spreadsheets often accumulate years of patchwork fixes, hidden formulas, inconsistent conventions, and undocumented assumptions that eventually erode trust and slow down decision making. A Partner rebuilds these environments using controlled inputs, validated transformation flows, clear naming standards, transparent logic blocks, and coherent calculation pathways that eliminate ambiguity. This dramatically reduces operational risk and ensures teams no longer depend on tribal knowledge to understand how a report works. Excel Partners also create modelling patterns that separate assumptions from calculations, allowing leaders to explore scenarios without breaking the underlying structure. This shift gives analysts more time for interpretation instead of troubleshooting, and it allows organisations to rely on a foundation that has clarity built in at every stage. 


Report Simple’s Excel Partners expand this reliability by embedding spreadsheets within governed data ecosystems powered by Fabric lineage, Power BI semantic layers, cloud storage, and authenticated SQL sources. This ensures every metric aligns with verified definitions, improves auditability, and guarantees that reporting remains consistent from one department to another. Teams gain the ability to collaborate without overwriting logic or introducing conflicting versions, while leadership benefits from outputs that remain stable across refresh cycles or organisational growth. Over time, this upgrade from legacy spreadsheets to governed analytical models strengthens resilience, reduces maintenance burden, and positions Excel as a dependable component of the organisation’s long term data strategy. The result is a reporting environment where errors decline, confidence increases, and insight becomes significantly easier to generate and trust.

Why do organisations choose Report Simple as their Excel Partner, and what makes our approach valuable for long term analytical capability?

Organisations choose Report Simple because our Excel Partners blend deep modelling capability with the calm, clear communication that clients consistently describe as intuitive, grounded, and trustworthy. We build systems that behave predictably, update reliably, and remain structurally strong even as organisational complexity grows. Our work integrates Excel with Power BI, Fabric, Azure SQL, and secure cloud data environments so organisations can replace manual spreadsheets with governed, automated analytical foundations. This reduces operational risk, improves consistency, and strengthens decision intelligence at every level. Clients value that our approach combines technical precision with emotionally intelligent guidance, helping teams understand their data, interpret insights, and make confident decisions long into the future.

Report Simple Gold Coat

78% of new clients engage us for a second project within a year.

Let’s make your first project a success story. Complete the form to request a strategy call, and we'll show you exactly how we can transform your data.

U11002/1328 Gold Coast Highway,

Palm Beach, QLD, 4221, Australia

Related services & resources

While Excel is the foundation of modern business data, true scalability involves connecting your spreadsheets to the broader Microsoft data ecosystem. Integrating these tools allows for automated data refresh, tighter security, and enterprise-grade visualization.

Excel Popular Pairings

Maximize efficiency by integrating spreadsheets with the wider data stack

  • Power BI - transform static spreadsheet data into live, interactive visualisations

  • Azure - securely host your datasets to enable cloud-scale analytics

  • Power Automate - trigger automated workflows directly from your workbook updates

Compare Leading BI & Dashboard Tools

Explore alternative reporting platforms to suit your infrastructure

  • Power BI - ideal for enterprise-wide distribution vs individual analysis

  • Tableau - high-end visual analytics as an alternative to native Excel charting

  • Looker Studio - a web-first reporting option for Google-centric data stacks

Expand Your Capabilities

Select the engagement model that best fits your resource requirements

Insights and Examples

See how industries leverage data partners to drive value


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