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

Excel Specialist

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

Transform Your Data Into Actionable Insights

Report Simple provides elite Excel specialists who seamlessly integrate into your team to solve complex data challenges. We deliver enterprise-grade spreadsheet solutions, ensuring data accuracy and automated efficiency without the overhead of a permanent hire.

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
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SERVICES

Complex Data Modelling

We construct robust, scalable data models that handle massive datasets with precision. Your specialist will replace fragile spreadsheets with structured logic that drives reliable decision-making.

VBA & Macro Automation

Eliminate repetitive manual tasks by deploying custom VBA scripts and macros. We engineer automated workflows that save hours of administration time and significantly reduce human error.

Advanced Dashboard Design

Turn raw numbers into compelling visual narratives with interactive executive dashboards. Our specialists utilise advanced formulas and charting techniques to highlight key performance indicators instantly.

Legacy System Migration

Securely transition critical business logic from outdated spreadsheets into modern, cloud-connected environments. We audit and optimise existing workbooks to ensure stability and compliance before migration.

Power Query Integration

Streamline your data preparation process by connecting Excel directly to live data sources. We build automated ETL pipelines using Power Query to ensure your reports always reflect real-time information.

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 Specialist Process

We utilise a structured engagement methodology to ensure our specialists deliver immediate impact. From skills matching to project execution, our approach guarantees alignment with your specific technical requirements and business goals.

1
Needs Assessment & Matching

We begin by auditing your current spreadsheet environment and defining the specific technical gaps within your team. This allows us to deploy an Excel specialist with the exact VBA, financial modelling, or data visualisation skills required for your success.

Solution Architecture & Execution
2

Your specialist hits the ground running, auditing existing workbooks for errors and architecting robust, scalable solutions. We prioritise data integrity and process automation, delivering immediate efficiency gains while documenting all logic for future maintainability.

Handover & Knowledge Transfer
3

We ensure long-term value by training your internal team on the new models and automated tools we have built. Before offboarding, we provide comprehensive documentation and support to ensure your business remains self-sufficient and capable of managing the system.

FAQ

What does an Excel Specialist do differently from general spreadsheet users, and why do organisations rely on specialist expertise for stable reporting and automation?

An Excel Specialist brings a level of structure, modelling discipline, and automation capability that typical spreadsheet users do not have, turning what would otherwise be fragile workbooks into stable reporting systems that support critical decisions. Organisations often engage specialists when their spreadsheets have grown beyond everyday use, when formulas behave inconsistently, or when reporting processes depend so heavily on manual work that errors or delays become unavoidable. An Excel Specialist solves these problems by rebuilding workbooks with clear inputs, controlled tables, Power Query transformations, transparent logic, and calculation structures that prevent hidden errors. They understand how businesses behave and ensure spreadsheets reflect those behaviours rather than forcing teams into unclear or fragile workflows. This includes building data models that align with Power BI, enabling repeatable refresh cycles, restructuring complex sheets to reduce cognitive load, and preparing forecasting, financial modelling, or operational dashboards for automation adoption. Specialists also help organisations establish internal consistency by translating scattered KPIs into a single logic framework, making spreadsheets easier to maintain and interpret across departments. Their work becomes even more important in organisations moving towards Microsoft Fabric because Excel remains the entry point for clean, governed modelling. A skilled Excel Specialist provides stability, clarity, and sustainable workflow design, helping organisations reduce risk, speed up reporting cycles, and adopt more advanced analytics with confidence.

Why is an Excel Specialist still essential in an AI powered analytics environment, and how do specialists prepare organisations for safe and effective AI adoption?

An Excel Specialist remains essential in an AI powered environment because AI tools such as Copilot depend entirely on the quality, structure, and consistency of the data and logic they interact with. AI can generate formulas, automate tasks, identify anomalies, and improve productivity, but it cannot clean inconsistent logic, resolve mismatched KPIs, or interpret poorly designed models. When Excel systems contain hidden dependencies, undocumented calculations, or conflicting definitions, AI amplifies the problems rather than correcting them. An Excel Specialist rebuilds these foundations by creating governed input structures, documented calculation layers, Power Query pipelines, and transparent logic that help AI operate safely and accurately. They also align Excel models with Power BI and Fabric compatible structures, ensuring future analytics capabilities integrate smoothly. Specialists protect organisations from AI driven errors and ensure automated insights reflect business reality rather than flawed modelling. 


Beyond technical structure, an Excel Specialist plays a human role that AI cannot replace. They help teams interpret AI outputs, validate automated results, and maintain analytical judgement when exploring possibilities or making strategic decisions. Specialists also train staff on safe AI usage within Excel, teaching them how to understand model assumptions, identify unexpected behaviour, and maintain oversight across forecasting, financial modelling, or operational analysis. This combination of governance, clarity, and emotional intelligence ensures AI enhances business capability instead of introducing new risks. As organisations increasingly rely on automation and intelligent tools, Excel Specialists provide the stability, thoughtfulness, and modelling discipline required for long term AI readiness.

How does an Excel Specialist improve operational performance across different industries, and what impact does structured modelling have on day to day decision making?

An Excel Specialist improves operational performance by restructuring spreadsheets so they become reliable engines for decision making rather than sources of confusion or recurring error. Many organisations rely on spreadsheets that grew organically over years, accumulating hidden dependencies, duplicated calculations, inconsistent references, or complicated logic that only one person understands. An Excel Specialist rebuilds these systems using clear tables, defined inputs, automated refresh cycles, and governed calculation layers that remove ambiguity and reduce risk. This structure shortens reporting cycles, improves accuracy, and helps teams work with more confidence across finance, operations, HR, supply chain, or project management. With modelling discipline in place, organisations gain faster insight into costs, performance, inventory, or staffing needs, making day to day decisions more predictable and less reactive. Once a spreadsheet is governed and automated, teams can focus on analysis rather than troubleshooting formulas or reconciling conflicting numbers. 


A practical example is when an Excel Specialist redesigns a workforce planning model used by a multi site organisation. Before intervention, departments may maintain separate spreadsheets with conflicting formulas, inconsistent assumptions, and hours of manual consolidation each month. The specialist rebuilds the model using clean tables, linked queries, unified logic, automated data pulls, and consistent KPI definitions. After the rebuild, reporting time decreases dramatically, leadership gains clearer visibility into staffing trends, and operational conversations become more strategic because the numbers can finally be trusted. This type of improvement often leads to wider adoption of predictive modelling, Power BI integration, and workflow automation. An Excel Specialist becomes a catalyst for stronger analytics foundations, enabling organisations to transition confidently into modern data practices without losing the familiarity of Excel.

Can Excel support sustainability and ESG reporting without adding complexity, and how does a specialist keep these processes simple and reliable?

Absolutely. Excel can support sustainability and ESG reporting without adding complexity when the system is designed by a specialist who understands both analytical structure and the realities of operational data capture. Many organisations track emissions, energy usage, waste, water, rehabilitation, compliance indicators, or supplier metrics in spreadsheets that were never purpose built for transparency or auditability. An Excel Specialist rebuilds these systems using clean tables, controlled inputs, validation logic, structured Power Query transformations, and consistent KPI definitions so data flows cleanly from the field to reporting dashboards. This reduces manual effort across compliance teams and prevents errors that typically occur when ESG data is collected in unstructured formats. By introducing refresh automation and clear calculation layers, specialists make it easier for teams to maintain accurate sustainability metrics while preparing the organisation for Power BI dashboards or Microsoft Fabric aligned pipelines. The result is a simpler, more transparent ESG reporting process that remains stable regardless of staff turnover or increasing regulatory expectations.

Why do organisations choose Report Simple when they need an Excel Specialist who can bring clarity, governance, and long term structure to their reporting environment?

Organisations choose Report Simple because our Excel Specialists combine technical skill with human centred clarity, designing spreadsheet systems that behave reliably even under the pressure of month end, operational reporting, or compliance deadlines. Clients tell us that our communication is calming, precise, and intuitive, making it easier for teams to understand complex modelling without feeling overwhelmed. We rebuild workbooks so they perform consistently by replacing scattered formulas with structured tables, transparent calculation layers, Power Query refresh cycles, and documented logic. This prevents accidental errors, ensures every output is traceable, and reduces the manual effort required to maintain daily reporting. Our specialists work closely with finance, operations, construction, healthcare, professional services, and education teams, creating models that reflect organisational behaviour rather than forcing staff to adapt around flawed logic. Report Simple also aligns Excel Specialist work with Power BI and modern data stack standards, ensuring spreadsheets do not operate in isolation but act as part of a coherent analytics ecosystem. 


Another reason organisations choose Report Simple is our commitment to governance and long term stability. We introduce version control, naming conventions, calculation boundaries, and validation rules that protect reporting from inconsistent inputs or unauthorised changes. This reduces risk across forecasting, compliance, operational planning, and financial analysis. We also structure spreadsheets so they are compatible with cloud migration, semantic modelling, and Microsoft Fabric readiness, enabling organisations to scale without rework. Clients consistently highlight our ability to simplify complexity and build systems that feel intuitive even when they contain sophisticated modelling. We help teams interpret results confidently, understand the purpose behind each calculation, and maintain clarity even when turnover or role changes occur. For organisations that need more than formula fixes, Report Simple provides Excel Specialists who deliver stable architecture, emotionally intelligent guidance, and analytics foundations that support future growth.

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 a powerful standalone tool, its true potential is unleashed when integrated with the broader Microsoft data ecosystem. Connecting your spreadsheets to cloud infrastructure ensures scalability, security, and enterprise-grade reporting capabilities.

Complementary Platforms for Excel

Pair Excel with other services to deliver end-to-end solutions

  • Azure - modernise legacy systems with cloud-native analytics

  • Power Apps - feed app data directly into your BI models

  • Power BI - connect to multiple data sources for unified reporting

Explore Alternative Data Visualisation Services

Here are other services and tools that may be a better fit

  • Tableau - advanced visual analytics for complex data exploration

  • Looker Studio - web-based reporting for marketing and ad data

See the Excel Services Landscape

Need ongoing support or a specific skill set? Explore the roles available within Excel

Success Stories and Applications

Explore insights, stories, and resources connected to Excel


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