Excel Automation & Reporting Guides
Twenty-six practical guides for account managers, MIS executives, and finance professionals — how to reconcile, compare, clean and report in Excel, with the formulas and the pitfalls. Written for people who do the work, not for people who build tools.
Not sure which guide you need?
Start from the job you are doing. Each one points at the guide that covers it end to end.
Excel Reconciliation
Matching two sets of records and explaining every difference — bank, vendor, GST, TDS, invoices. The method is the same; the data is not.
Bank Reconciliation in Excel
Statement against ledger, with the working paper that proves the adjusted balance.
Vendor Reconciliation in Excel
Balancing your payables against a vendor statement the vendor will accept.
GSTR-2B vs Purchase Register in Excel
Normalising invoice keys, SUMIFS matching and categorising every input credit exception.
TDS Reconciliation in Excel: Format & Steps
Deductor and deductee sides — ledger, return, challans and 26AS against what you have booked.
Invoice Matching in Excel: Partial Payments
Tolerances, part payments, one payment clearing many invoices, and the three-way match.
Comparing Excel Data
Two files, two sheets, two lists. Finding what changed, what is missing and what is duplicated — and choosing the right method before you start.
Compare Two Excel Sheets in One Workbook
The three-sheet pattern, cross-sheet formulas and the sheet-specific traps.
Highlight Differences with Conditional Formatting
The relative-reference rule, whole-row highlighting, duplicates and case-sensitive matches.
Find Missing Values Between Two Lists
Five methods, and why a value that looks missing usually is not.
Find Duplicates Between Two Excel Files
The combined-count test, and why testing one side alone gives the wrong answer.
Comparing Large Excel Files Without Freezing
Why it slows down, how to diagnose it, and six fixes in order of how much they help.
Excel Automation & Workflow
The recurring work around the reconciliation: cleaning the export, combining the files, building the recipe once, and knowing what is worth automating at all.
Excel Data Cleaning: A Practical Checklist
Fifteen defects with the formula that detects each one, in the order they must be fixed.
Combine Multiple Excel Files Into One Sheet
Copy-paste, Power Query From Folder and VBA — plus the five things that break a combine.
Power Query in Excel: What It Does and When To Use It
The six capabilities that matter, the join types, and when formulas are still the better answer.
Why Excel Macros Break (and How to Fix Them)
Five causes, the fragile-versus-robust table, and when to stop repairing and start replacing.
The Month-End Excel Routine
A six-stage close you can hand over, with the control tab that proves it happened.
Excel Reporting & Pivot Tables
Turning agreed figures into something people read and act on — pivot tables, charts, variance analysis and the monthly pack.
Pivot Charts in Excel
Chart selection, the blank-month gap, and wiring one slicer to several charts.
Pivot Table Not Refreshing? 8 Causes and Fixes
Stale figures, missing rows and totals that will not move — with the check that proves a refresh happened.
Building a Monthly MIS Report in Excel
The three-layer build, the chart-of-accounts mapping table, and the variance sign convention.
Building an Excel Dashboard
The three-question rule, KPI tiles, layout zones and the as-at date problem.
Variance Analysis in Excel
Materiality thresholds, the volume-mix-price decomposition, and the waterfall bridge.
Related reading
When the spreadsheet is doing the work, not you
Piloteq Automate is a Windows desktop application for the repetitive part of these jobs — matching two sets of records with rules you set, applying the same tolerance and group logic every period, and recording a reason against every difference. It runs on your PC, on the files you already have.
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