About Excelized

What you'll find here:

• Step-by-step guides & expert blog posts

• Clever solutions for automation and data transformation

• Custom tools & templates for everyday business use

• A growing community for sharing, learning & networking

• Resources to upload, download, reuse & customize
   

Based in Bavaria, connected worldwide
We’re located in Rosenheim, Germany – but our content and services are for everyone. Whether you’re in Munich, Berlin, London or anywhere else around the globe, you’re welcome here!
 

Our mission at Excelized:
We’re here to make your data journey easier, smarter – and way more exciting. New tools, creative solutions, and practical services are waiting for you – all designed to unlock the full potential of your data, whether for business or personal use.

So buckle up and join us on an exciting ride through the world of data!
 

1) Excel automation with custom datasets

Turn messy data into reliable, report-ready tables that update fast.

What we can deliver:

• Clean, structured datasets (tables) with consistent naming, data types, and validation rules

• Standardized data models (fact + dimension style) for reporting and analysis

• Automated data preparation with Power Query (import, cleanup, reshape, merge, append)

• KPI-ready calculated columns (e.g., Year, Month, Week, categories, flags, segments)

• Documentation: data dictionary + “how to refresh / how to extend” instructions

Common use cases:

• Sales pipeline tracking, production logs, finance transactions, HR datasets, inventory movement

• “Paste new month → refresh → report is updated” setups
   

2) Power BI dashboard design

From raw source to a professional, executive-ready dashboard.

What we can deliver:

• Data model design (star schema, relationships, date tables, measures strategy)

• DAX measures (basic KPIs to advanced time intelligence, benchmarking, variance % logic)

• Interactive reports: slicers, drill-through, tooltips, bookmarks, dynamic titles

• Performance tuning: model optimization, measure refactoring, aggregation strategies

• Publishing support: workspace setup guidance, app publishing best practices, refresh setup

Optional add-ons:

• Row-Level Security (RLS) design and testing

• Multi-language labels via translation tables

• Governance: naming conventions, measure folders, documentation for handover
   

3) Interactive dashboard templates (Excel or Power BI)

Reusable, polished templates you can use repeatedly — without rebuilding each time.

What’s included:

• Template layout + clean UX (inputs clearly separated from outputs)

• Pre-built visuals (KPI cards, trends, Pareto, heatmaps, top/bottom analysis)

• Built-in instructions (what to paste, where to refresh, what not to touch)

• Drop-down filters, slicers, and scenario switches (monthly/quarterly/yearly)

• Theme + formatting consistency (brand colors, fonts, spacing, icons)

Best for:

• Teams that want a “standard reporting format” across departments or locations
   

4) VBA (Macro) automations

When you need Excel to behave like a mini-app (buttons, forms, controlled workflows).

What we can build:

• Button-driven processes (import data, refresh, export PDF, send emails, archive files)

• UserForms (data entry forms, guided input screens, validation + error messages)

• Automated reporting packs (refresh → export to PDF/Excel → distribute)

• File management automation (create folders, rename files, consolidate workbooks)

• Protection & control (lock sheets, protect formulas, allow input-only zones)

Bonus (if needed):

• Code documentation + “safe maintenance” structure (modules, settings sheet, parameters)
   

5) Power Query & M-code function library

Reusable Power Query functions that save hours and improve reliability.

What we can offer:

• Custom M-functions for cleaning, standardizing, and validating tables

• “Toolbox” queries: dynamic folder loads, schema checks, error logging, type enforcement

• Performance improvements (buffering strategy, query folding awareness, modular design)

• Pattern-based solutions: unpivot automation, dynamic columns, schema drift handling

• Central function library approach (portable across files/projects)

Ideal for:

• Companies with recurring reporting cycles and multiple similar input files
   

6) Workflow optimization with Power Query + Power Automate

Automate the boring stuff: refresh, export, distribute, archive, notify.

What we can automate:

• Scheduled refresh processes + notification on success/failure

• Export datasets or visuals to Excel/CSV/PDF and store in SharePoint/OneDrive

• Email or Teams delivery of reports (with filters per region/manager)

• Approval workflows (data validation, sign-off steps, audit trail)

• Trigger-based automations (new file in folder → process → publish output)

Common scenarios:

• Monthly reporting packs

• Automatic KPI distribution to stakeholders

• “No manual copy/paste” reporting pipelines
   

7) Training & setup (Excel, Power BI, Automation)

Practical training that matches your real files and your real pain points.

Training formats:

• 1:1 sessions (fastest way to solve your problem)

• Team workshops (standardization + best practices)

• “Build it together” sessions (you learn while we implement)

Possible training topics:

• Power BI modeling + DAX fundamentals

• Power Query cleaning patterns + error handling

• Excel dashboarding: Pivot + Power Pivot + dynamic arrays

• Automation fundamentals: Power Automate flows that actually work in production

• Performance + governance: naming, documentation, maintainable design
   

8) Local & remote services

Flexible delivery — remote-first, with local support where available.

How we typically work:

• Quick assessment of your current setup (data sources, structure, goals)

• A clear scope + deliverables list (what you’ll get, how it will work)

• Implementation + handover (documentation, training, and a clean “owner-ready” solution)

Service options:

• “Quick Fix” (small issues, formulas, broken refreshes, model errors)

• Project-based delivery (full dashboard or automation build)

• Ongoing support (monthly reporting improvements, feature additions, troubleshooting)
   

Turn spreadsheets into superpowers – and dashboards into smart decisions!