Excel Customer Trend Analysis

I’d like a clean, well-structured Excel workbook that lets me explore customer behavior trends quickly and visually. The file should accept raw customer data, run the necessary calculations in the background, and present the findings through clear tables and easy-to-read charts.

My focus is purely on trend analysis, not one-off statistics, so time-series functions, moving averages, and comparison against prior periods will be key. Please set up formulas or Power Query steps so I can refresh the workbook with new data later without breaking anything. A small written note inside the file explaining how to add future data and refresh the analysis would be appreciated.

If you’ve built dashboards for customer behavior before and are comfortable using Excel’s built-in charting tools—or Power BI if you think it adds value—let me know how you’d structure it. I’m ready to get started as soon as I see your approach and a realistic turnaround time.