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Harbourline Financial Services Financial Services

From manual spreadsheets to self-service reporting

Challenge

A growing finance team was spending days each month stitching together reports by hand in spreadsheets. The work was slow, error-prone, and dependent on a single analyst who understood how everything fit together.

Solution

We ran a progressive data programme — starting with practical data analysis for the whole team, then Excel-to-Power-BI and SQL for reporting for the analysts. Throughout, we worked with the team's own data so every exercise mapped directly to their monthly reporting cycle.

Outcome

The monthly reporting effort dropped from roughly three days to half a day, with live Power BI dashboards replacing manual spreadsheets. Knowledge is now shared across the team rather than concentrated in one person, and reporting errors have fallen noticeably.

Because the training used the team’s real reporting data, the dashboards built during the sessions went straight into production — the learning and the deliverable were the same thing.

A key win was resilience: with several people now confident across the reporting stack, the team is no longer exposed when one person is on leave.

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