Our Services
Professional Excel solutions designed to keep your data clean, organized, and working for you.




Dashboard & Reporting Design
Turn your data into clear, meaningful insights.
Get a clean, interactive dashboard that shows your key metrics — sales, performance, inventory, financials, KPIs — all at a glance.
What you get:
Fully customized dashboard layout
Automated charts, visuals, and KPI indicators
Month-to-month comparisons
Error-proof formulas
Professional formatting and color-coding
Easy-to-update reports
We specialize in:
Sales dashboards
Inventory dashboards
Finance dashboards
Operations & KPI reporting
Spreadsheet Cleanup & Fixing
Get clean, reliable, and fast spreadsheets — without the frustration.
Whether your files are slow, broken, or full of errors, we’ll organize and repair them so you can trust your data again.
What’s included:
Fix broken or incorrect formulas
Remove duplicates, empty rows, and inconsistencies
Optimize large or slow files
Standardize formatting and structure
Validate and clean raw data
Improve usability and speed
Best for:
Small business owners, accountants, freelancers, startups, operations teams.


Automation & Workflow Optimization
Automation & Templates
Save hours every week by automating repetitive tasks.
We build custom Excel workflows that eliminate manual work — so you can focus on what matters.
Automation examples:
Auto-generated monthly reports
Automatic file cleaning
Data import/export automation
Cross-sheet matching and updates
Smart formulas and reusable templates
Auto-formatting and error handling
Perfect for:
Teams that update the same sheet every week or use Excel for business operations.


Inventory & Sales Tracking Systems
Inventory, Sales & Business Tracking
Custom tools to track the numbers that matter.
We build Excel systems that help you track inventory, sales, expenses, orders, and more.
Features:
Automated balance calculations
Real-time totals
Alerts and color-coded flags
Sales summaries
Downloadable reports


Microsoft Access Database Solutions
What we offer:
New Access database creation
Repairing broken Access databases
Building forms, queries, reports
Converting Excel sheets into a single Access database
Linking Access ↔ Excel for automation
Multi-user database solutions
Access workflows and automation using macros/VBA
Improving speed, performance, and structure
Perfect for:
Businesses needing robust systems for:
inventory
orders
customer records
workflow tracking
reporting
The Excel Assistant transformed my chaotic spreadsheets into clear, actionable dashboards.
J. Lee
Their automation saved me hours each week and helped catch errors I never noticed.
M. Patel
★★★★★
★★★★★
FAQs
What services do you offer?
We clean spreadsheets, build dashboards, automate data, and streamline workflows.
How long does a project take?
Project length varies by task complexity, but most small jobs finish within a week.
Can you fix messy Excel files?
Absolutely! We specialize in cleaning up cluttered spreadsheets to make your data clear and error-free.
Just send your file and a brief description of what you want done.
What information do you need to start?
Do you offer ongoing support?
Yes, we provide follow-up help to keep your spreadsheets running smoothly.
Help
Need a hand? Reach out anytime.
Call: 778-689-7284
support@theexcelassistant.com
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