Explanation
An automated report can be generated without manually repeating the same steps every day or week.
Example Workflow
Sales Data
↓
Clean / Process
↓
Calculate KPIs
↓
Refresh Report
↓
Save / Share
Typical Automated Tasks
- Update formulas
- Format report
- Refresh data
- Generate summary
- Update dashboard
- Prepare email attachment
Practice
Create a Sales Report containing:
- Total Sales
- Total Orders
- Average Sales
- Top Product
- City-wise Sales
Then automate the formatting and refresh process.