2 min readfrom Microsoft Excel | Help & Support with your Formula, Macro, and VBA problems | A Reddit Community

Tools limited. How to automate multiple SQL server queries -> Excel workflow at work?

Hi everyone,

The initial process was to use a macros enabled excel template for data cleaning and reconciliation (we can still use macros but just this process alone takes a long time to get thru thousands of accounts cos each account needs to be reconciled).

I would, -> run a couple of different queries in sql server -> copy & paste results into the excel template -> clean and reconcile debit/credit -> color code and mark tabs to be sent to manager for approval along with a sox template.

I need this entire process automated somehow. My permissions are limited so at this point I can only work with sql, excel & power query based on my research (I don’t have prior experience with power query)

Has anyone here done something similar before cos I could use some advice. I am trying to see how to integrate the many queries into this as well as what the end product should look like. I just want to create a more efficient process so that I can show my managers and perhaps they can incorporate it in a bigger scale if applicable. Thanks in advance!

submitted by /u/Acrobatic_Sample_552
[link] [comments]

Want to read more?

Check out the full article on the original site

View original article

Tagged with

#Excel alternatives for data analysis
#Excel compatibility
#generative AI for data analysis
#financial modeling with spreadsheets
#natural language processing for spreadsheets
#real-time data collaboration
#rows.com
#big data management in spreadsheets
#conversational data analysis
#automated anomaly detection
#cloud-based spreadsheet applications
#intelligent data visualization
#no-code spreadsheet solutions
#self-service analytics tools
#business intelligence tools
#collaborative spreadsheet tools
#SQL Server
#Excel
#automation
#power query