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

Excel Partner

Your dedicated Excel Partner for long-term strategic growth and continuous spreadsheet optimisation across your entire Australian organisation.

A Strategic Excel Partner for Sustainable Business Growth

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

As your Excel partner, we build robust automated reporting systems that evolve as your business data volume grows.

Dynamic Visualisation

We provide strategic dynamic visualisations that help our partners see their spreadsheet data from an entirely new perspective.

Actionable Intelligence

We work closely with you to turn raw data into the actionable intelligence your long-term business partnership requires.

Maximise ROI

Our partnership is focused on sustainable value, ensuring every Excel project is architected to maximise your long-term ROI.

Seamless Integration

We act as your data bridge, ensuring seamless integration between your Excel files and all your third-party business platforms.

LIVE DASHBOARD
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Reporting Dashboard

Our Excel Consulting Services

Strategic Excel Partnering

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.

Strategic VBA 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.

Excel Partner FAQs

What is the difference between an Excel Partner and a Consultant?

A consultant often operates transactionally (fixing a specific problem and then moving on). A partner, however, is invested in the long-term maturity of your data estate. We don't just deliver a spreadsheet; we help shape your data strategy, ensuring that the tools we build today will still be relevant and scalable three years from now.


This relationship implies shared risk and reward. We actively monitor the health of the solutions we deploy and provide proactive recommendations for improvement, much like an internal department head would. You can see how this philosophy works on our about us page.

Can a Report Simple Partner work within our existing IT team?

Absolutely. We understand that "shadow IT" is a major concern for CIOs, so we refuse to operate in a silo. Our partners integrate directly into your existing DevOps rhythms, using your preferred version control systems (like Git) and project management tools (such as Jira or Azure DevOps) to ensure total transparency.


We respect your governance protocols and act as a specialised extension of your workforce. This ensures that when we hand over a project, your internal team is already familiar with the architecture and code base.

Can an Excel Partner help with Microsoft Fabric migration?

Excel is often the incubator for enterprise data projects. As your partner, we identify when a workbook has outgrown its purpose and guide the migration of that logic into a robust cloud environment like Microsoft Fabric. We ensure the transition is smooth and that your users can still access the data they need through familiar interfaces.

  • Preparation: Cleaning and structuring flat-file data for ingestion into OneLake.

  • Architecture: Designing the Microsoft Fabric consulting roadmap to replace legacy macros.

  • Continuity: Ensuring business-as-usual reporting continues during the switch.

How does an Excel Partner handle data security and governance?

Security is the foundation of any partnership. We apply enterprise-grade governance to every workbook we touch, implementing VBA obfuscation, user-level permissioning and strict data connection protocols to prevent unauthorised leaks. We treat your Excel files as critical software assets, subjecting them to the same security rigour as any other application in your stack. This aligns perfectly with our broader data analytics consulting security frameworks.

Can a Partner audit our existing environment before starting work?

We insist on it. Before we build anything new, we conduct a comprehensive "Health Check" of your current spreadsheet ecosystem to identify critical risks. This audit prevents us from building on shaky foundations and often reveals quick-win optimisations that can save you hours immediately.

  • Risk Assessment: Identifying files with hard-coded passwords or broken external links.

  • Performance: Spotting volatile formulas that are crashing your calculation threads.

  • Remediation: Providing a prioritised fix list, similar to the work shown in our case studies.

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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