Daily Metrics Excel Automation

Every morning I download raw operational data, move columns around, apply look-ups, then copy the results into a master sheet so the team can see the day’s numbers. I want that entire routine turned into a single, push-button Excel workbook.

Here’s what the finished file should do each day:
• Pull the newest raw file from a designated folder—whether it arrives as .xlsx, .csv, or a system export.
• Clean, reformat, and validate the data exactly the way I do it now.
• Recalculate my key daily metrics (sales, orders, inventory turns, staffing hours, etc.) and flag any outliers.
• Present the refreshed numbers on a clear summary tab that’s ready to print or email.
• Archive a time-stamped copy automatically so nothing is lost.

Power Query, VBA, dynamic arrays, or a mix of those tools are fine as long as the solution runs in standard Excel without extra licences. Accuracy must match my current manual totals—no rounding surprises.

Deliverables
1. Automated workbook with all import, transformation, and reporting logic in place.
2. A brief hand-off guide or short screencast explaining how to refresh and adjust the file in the future.

I’ll share sample exports and my existing tracker once we start. Let me know your turnaround time and anything else you need from me so we can get this automation in place quickly.