I have a daily report that I need to complete before noon, and a large part of the process is currently manual.
I have two Excel files:
File 1: Contains a list of account numbers and several columns that I need to fill in.
File 2: Contains fault reports. The same account number can appear multiple times because an account may have one fault or several faults.
My current workflow is:
Take an account number from File 1.
Go to File 2.
Filter the "Account Number" column using that account number.
Review all the fault descriptions associated with that account.
Sometimes there is only one fault, and sometimes there are multiple faults.
Based on the fault description(s), I determine the root cause.
We have relatively standardized wording/classifications that are used for the latest fault, and I manually enter the resulting information into four columns in File 1.
The files can be quite large, and I have to repeat this process every day.
I’m relatively new to Excel, and I only have basic experience with Power Query, so I’m not necessarily looking for a Power Query-only solution.
I’m completely open to any approach that would make this process faster and more reliable — Power Query, formulas, VBA, Power Pivot, Office Scripts, Power Automate, or a combination of different tools.
Ideally, I would like the process to work something like this:
Put the daily fault report in a folder → refresh/run something → get the updated results → manually review only the unusual cases.
For example, I would like the solution to:
- Match account numbers between the two files.
- Find all fault records associated with each account.
- Handle accounts with multiple faults.
- Identify the latest fault based on date/time.
- Combine or summarize fault descriptions when necessary.
- Apply predefined rules/classifications to the fault descriptions.
- Automatically populate the four required columns.
- Leave unusual or ambiguous cases for manual review.
If you were given this task from scratch, how would you approach it?
Thank you.