Forecast automation

A controlled refresh instead of a repetitive reporting cycle.

I built automated reporting and forecasting workflows to reduce manual steps and make recurring outputs more reliable. This recreation shows a source table moving through validation, transformation, and publication into a clean forecast output.

PythonExcelSQLData validation

The workflow and all data shown here are fictional and designed for a public portfolio.

Recorded workflow

Watch the refresh run end to end.

The recording shows the same automated sequence below: source rows are extracted, checked, transformed, and written into the forecast output.

Behind the project

A recurring reporting process turned into a controlled pipeline.

The real problem

Recurring forecast updates depended on collecting source inputs, checking them, transforming them consistently, and publishing a reliable output on schedule.

What I built

I built automated reporting workflows that extract source data, validate required fields, transform the inputs, and publish standardized forecast outputs with clearer run status.

Why this version is different

This recreation uses fictional commercial inputs and a browser-based demonstration. It shows the sequence without exposing internal workbooks, systems, customers, or forecast data.

Technical focus

Extraction, validation, transformation, controlled publication, exception handling, run logs, and repeatable outputs.

Interactive pipeline

Weekly Forecast Refresh

Edit the fictional source rows or run the prepared refresh.

Source workbook

Commercial inputs

Editable before refresh

CustomerProgramUnitsUnit price

Automation status

Refresh pipeline

Ready to run
01
Extract

Read source rows and normalize fields.

Waiting
02
Validate

Check required fields, units, and pricing.

Waiting
03
Transform

Calculate revenue and forecast periods.

Waiting
04
Publish

Write the controlled output table.

Waiting

Run log

  • Waiting for refresh.

Published output

Forecast table

No published rows

StatusCustomerProgramUnitsRevenueNext period
Run the refresh to publish forecast rows.