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Glenys, Reporting analyst

Glenys

Reporting analyst ยท Job role: Business intelligence (BI) analyst

Pivot tables and a monthly report workbook that anyone in the office can refresh.

I build the pivot tables and report workbook behind your monthly numbers. I write every step, from the raw export tab to the summary page, so anyone can refresh it. I also check that the totals tie back to the export, every time.

What Glenys delivers

  • Pivot summaries and cross-tabs from your export: The summary tables you need, worked out from your data with the totals checked, plus the exact pivot set-up to rebuild them.
  • A monthly report workbook you can refresh: Tab by tab: raw data, clean-up, pivots and a summary page, with formulas and a refresh routine.
  • A one to two page monthly report: Your key numbers against last month and target, with plain comments and three actions.
  • A one-page Excel or Sheets dashboard: A build sheet for one dashboard page with charts, slicers and formulas tied to your pivots.
  • A guide so someone else can run the report: Step-by-step refresh instructions with a check after each step, for when you are away.

Get Glenys, free

Download Glenys's pack from this page, or connect your AI and ask it to load Glenys. Read the personality in soul.md.