Service

Excel & Google Sheets Engineering

Formula, query and automation specialists for Excel and Google Sheets: Power Query and DAX models, Apps Script automations, QUERY and ARRAYFORMULA reporting, dashboards, macros and connected workflows.

We keep formula and automation specialists

The spreadsheet is the system in most businesses Apex Automation Team keeps specialist teams for Excel and Google Sheets, because in most companies the real process lives in a workbook that somebody built years ago and nobody wants to touch. We fix those, rebuild them properly, and automate what should never have been manual in the first place.

From a single formula to a reporting system One stubborn formula, a workbook that takes a minute to recalculate, a monthly report that eats two days, or a full move from spreadsheets into a database with an interface. Same team, different size of job.

Excel formulas and modelling

  • Modern dynamic array work with LET, LAMBDA, FILTER, SORT, UNIQUE, SEQUENCE, VSTACK, HSTACK, TAKE, DROP, CHOOSECOLS and CHOOSEROWS
  • Named LAMBDA libraries, so a complicated calculation becomes one readable function your team can use
  • XLOOKUP and XMATCH, and rebuilding of legacy VLOOKUP, INDEX MATCH, OFFSET and INDIRECT stacks
  • GROUPBY and PIVOTBY summaries, and regular expression functions for messy text
  • SUMIFS, COUNTIFS, AVERAGEIFS, SUMPRODUCT, AGGREGATE and SUBTOTAL for multi-condition maths
  • Financial functions for cash flow, loan, depreciation and return calculations
  • Forecasting, regression, correlation and distribution work
  • Date and time maths including working day calendars, fiscal years and retail periods
  • Text manipulation, splitting, joining and cleanup
  • Error handling so a broken input shows a message instead of spreading through the model
  • Named ranges, tables and structured references that keep formulas readable
  • Data validation, dependent dropdowns and formula driven conditional formatting
  • Goal seek, data tables, scenario manager and solver for optimisation and what-if work
  • Formula auditing, circular reference resolution and speed work on workbooks that have become slow

Power Query Power Pivot and DAX

  • Repeatable cleaning in Power Query instead of manual steps repeated every month
  • Append and merge queries with every join type, including anti joins for reconciliation
  • Fuzzy matching with similarity thresholds and transformation tables for names that never quite match
  • Unpivoting cross-tab exports into usable long format, splitting columns into rows, conditional and custom columns
  • Folder ingestion, so hundreds of monthly exports combine into one table with source and load date lineage
  • Parameters, staging queries and query folding awareness so refreshes stay fast
  • Connections to SQL Server, MySQL, PostgreSQL, Snowflake, BigQuery, SharePoint lists, OData, web APIs and flat file folders
  • Data model design with proper relationships, a calendar table and a star schema rather than one enormous sheet
  • DAX measures with CALCULATE, filter context handling, iterators, time intelligence and ranking
  • Patterns that clients actually ask for: running totals, year on year, moving averages, budget against actual at different grains and Pareto analysis
  • Pivot tables, slicers, timelines, show values as, calculated fields and drill-through

Excel automation

  • VBA macros, user forms and event driven code, plus repair and documentation of inherited macros
  • Office Scripts for Excel on the web, and Power Automate flows that run them on a schedule or a trigger
  • Scheduled refresh, unattended report generation and distribution
  • Workbook protection, controlled input areas and version practices that stop silent breakage
  • Dashboards with KPI cards, dynamic charts, sparklines, form controls and interactive filters
  • Print and PDF output that comes out correctly every time

Google Sheets

  • QUERY written properly, with select, where, group by, pivot, order by, label and format clauses
  • ARRAYFORMULA patterns that keep working as rows are added, including form response sheets
  • IMPORTRANGE, IMPORTHTML, IMPORTXML and IMPORTDATA, with the refresh and access limits designed around
  • FILTER, SORT, SORTN, UNIQUE, FLATTEN, LET and the LAMBDA helpers MAP, REDUCE, SCAN, BYROW and BYCOL
  • Named functions, so your team reuses logic without needing a script
  • GOOGLEFINANCE, SPARKLINE, regular expression functions and text utilities
  • Data validation, chip dropdowns, protected ranges, filter views and slicers
  • Pivot tables, calculated fields, scorecards and chart building
  • Connected Sheets and BigQuery for volumes a sheet cannot hold on its own
  • Cleanup of sheets that have outgrown themselves, including cell limit and volatility problems

Google Apps Script

  • Custom functions, custom menus, sidebars and dialogs inside the sheet your team already uses
  • Time driven triggers for scheduled work, and edit, change and form submit triggers for reactive work
  • Scheduled reports and emails with formatted tables, attachments and inline charts
  • PDF generation and bursting for invoices, statements and certificates, saved to Drive and emailed out
  • Approval workflows with notifications, approve and reject actions, status write-back and an audit row
  • Document, slide and form generation from a row of data
  • Gmail, Drive, Calendar, Forms and Chat integration
  • External API calls with authentication, retries, backoff and error handling
  • Data sync between sheets and other systems, with locking, batching and reconciliation logs
  • Web app endpoints that receive webhooks and write into a sheet
  • Designs that respect the platform limits rather than failing once volume grows

Connected workflows

This is where the spreadsheet stops being an island We connect workbooks and sheets to CRMs, e-commerce platforms, accounting systems, databases, forms and messaging tools, through native APIs or through Zapier, Make, n8n and Power Automate. Webhooks are built with signature verification, idempotency keys and retry handling, because an automation that silently duplicates records is worse than no automation.

Two-way sync is built with the failure modes in mind A designated source of truth, stable record keys rather than row positions, conflict detection, tombstones for deletions, protection against echo loops, and guards against the quiet damage of leading zeros stripped from codes, long identifiers turned into scientific notation and dates read in the wrong locale. Every run leaves a log, so when something disagrees you can see why.

Cleanup migration and workbook rescue

  • Messy export cleaning: merged cells, repeated header blocks, subtotal rows, footer junk and ragged columns
  • Numbers stored as text, non-breaking spaces, encoding damage and inconsistent casing
  • Cross-tab reports unpivoted into analysable form
  • PDF and scanned table extraction into structured data
  • Deduplication and record matching with a reported merge log
  • Splitting and combining files, standardising formats across sources and building validation rules that stop bad data entering
  • Rebuilding inherited workbooks nobody understands, with documentation and a handover
  • Moving a process out of a spreadsheet into a database or an application when it has outgrown one
  • Reporting on top in Looker Studio or Power BI, with scheduled distribution

Frequently asked

What can you actually do in Excel and Google Sheets?

Formula and model building, Power Query cleaning and transformation, data models with DAX measures, pivot reporting and dashboards, VBA macros and Office Scripts, Google Sheets QUERY and ARRAYFORMULA work, named functions, and Apps Script automation for scheduled reports, PDF generation, approval workflows and data sync. We also fix and document workbooks somebody else built.

Our monthly report takes two days by hand. Can that be automated?

Usually yes, and it is the most common request we get. The manual steps become a repeatable query, the calculations become measures, and the output refreshes on a schedule and distributes itself. What used to be two days of copying becomes a refresh you check.

Can you connect our spreadsheet to other systems?

Yes, to CRMs, e-commerce platforms, accounting systems, databases, forms and messaging tools, through native APIs or through Zapier, Make, n8n and Power Automate. Two-way syncs are built with a designated source of truth, stable record keys, conflict detection and logging, because those are the things that decide whether a sync survives contact with real users.

Our workbook is slow and nobody understands it. Can it be saved?

Usually. Slow workbooks are normally volatile functions, whole column references, oversized used ranges and repeated lookups, all of which can be rebuilt. Where the workbook is beyond repair we rebuild it properly and document it so the next person is not in the same position.

At what point should we stop using a spreadsheet?

When several people edit at once and overwrite each other, when row counts or history outgrow the file, when you need real permissions and an audit trail, or when the same data is being kept in more than one place. We will tell you when that line has been crossed and move the process into a database or an application instead of selling you a bigger spreadsheet.

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