Automated Excel Reports & Charts

Each week I receive a fresh CSV-style export from our internal database. I want to drop that file into a folder and have Excel do the rest—import the data, refresh the model, and output a ready-to-share report that looks exactly the same every time. No buttons, no manual steps, just an automatic trigger when the new export appears.

Scope
• Build an Excel workbook (Power Query, Power Pivot, or VBA—whatever you feel is most robust) that detects a newly added export file, pulls in the data, applies any required transformations, and updates all linked pivot tables and charts.
• Structure the workbook so the summary sheets and visuals mirror the layout we already use in our manual reports.
• Include a simple way for me to change the export file path if our system folder ever moves.
• Final deliverables: the automated workbook, a one-page setup guide, and a brief walkthrough call to confirm everything runs hands-free on my machine.

Acceptance criteria
– Dropping a new export into the designated folder automatically refreshes every table and chart without further input.
– No hard-coded file names; the solution should recognise the latest file in the folder.
– Processing time per file under two minutes on a standard office laptop.
– Output matches the current manual report exactly in content and formatting.

If this sounds straightforward to you and you’re confident with Excel automation, let’s get the workbook humming.