05 · Automation
From manual reporting to reusable workflows.
A collection of recurring reporting workflows redesigned with SQL, Python, Snowflake, Excel, and Power Query.
01
SQL
Move recurring business logic into reusable, validated data transformations.
02
Python
Automate distribution and repetitive workbook operations.
03
Excel / Power Query
Preserve the business-facing output while reducing manual preparation.
The problem
Recurring analyst work was spread across SQL pulls, Excel workbooks, formatting, filtering, splitting, and distribution. The same logic had to be repeated as programs and reporting cycles changed.
The approach
I moved reusable business logic into Snowflake SQL, used Python for workflow and workbook automation, and used Excel/Power Query where the final business-facing artifact still needed to remain familiar to stakeholders.
The design principle
Automation should remove repetitive work without making the output harder for the people who depend on it. The goal is a repeatable workflow with the same trusted business result.
The result
The work created a foundation for recurring reporting to become a reusable analytics workflow rather than a manual sequence of analyst steps.
Public portfolio note
The portfolio describes the workflow design at a high level and does not expose company data, credentials, or internal files.
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