Microsoft MVP • Excel Automation Specialist
It's Not Just Excel. It's Your Excel.
For 30 years, I’ve coupled Excel and databases, sending data back and forth and automating reports at scale. I’ve distilled that data-centric approach to Excel into a framework that can be applied to any spreadsheet.
The result? A spreadsheet that is structured and automated but still finely tailored to your business.
Every spreadsheet is the same.
Every spreadsheet is also unique.
This duality is at the heart of my framework.
Every spreadsheet must answer the same three questions.
My standardized framework builds an infrastructure around these three questions and tailors it to your unique business logic.
What data is needed?
All data is stored in Excel Tables.
Editable Lists
This is your control console to add, edit, and adjust the key values that drive your business.
- Dropdown Lists
- Commission and Pay Rates
- Employee Roster
- Product Catalogs
- Threshold Levels
Excel Database
This is your primary data, stored safely away from direct user interaction.
- Payroll Data
- Income and Expenses
- Sales Data
- Purchase Orders
- Project Timelines
Where does it come from?
Three user-friendly mechanisms allow you to easily bring your data into Excel.
Power Query Imports
With just the click of a button, bulk data is automatically found, cleaned, and imported into Excel.
Import data from external programs like QuickBooks, from the web, or from your internal database.
Manual Database Updates
An intuitive, protected input page is paired with Self-Referencing Query technology to allow you to review, edit, and update the data in your Excel Database without ever compromising that data.
Editable Lists
Direct entry of key parameters gives you full control over this data.
Validation rules keep this data clean and correct.
What do you need to do with it?
Reports, Dashboards, Export Files, Emails, and more. Whatever output you need, I create.
Lambda Functions
Your unique company logic is embedded in custom, fully-documented lambda functions.
These vet-once-trust-always functions become native Excel functions alongside SUM, XLOOKUP, and FILTER.
One-Formula Reports
By leveraging Excel’s new Dynamic Array Functions, full reports are created with a single formula.
These reports automatically shrink and growth both with your data and – with parameters on report pages – the selections you make.
Direct Data Calls
All output directly accesses the Excel Database and Lists. Worksheets are not daisy-chained together.
That means all output pages operate independently. Change – or even delete – one output page, nothing else breaks.
Structured
A standardized framework for every build. Faster. Flexible. Robust.
Automated
Power Query, VBA Events, and workbook protection create an app-like experience.
Tailored
Customized lists, lambdas, and theming bake in your company’s DNA.
What I Build
Financial Budgeting
Encapsulate your rules and business logic in fully-documented lambda functions for fast, flexible budget building and reporting.
Payroll Processing
Raw payroll data in. Summary reports, detailed dashboards, and emails out.
Quoting Tools
Build professional, accurate quotes in minutes. Empower your entire team with consistent results every time.
Process Automation
Replace your time-consuming manual processes with one-click tasks that take minutes, not hours.
