WORKING SAMPLE · EXCEL + PYTHON

From messy exports
to a repeatable report.

See how inconsistent service data becomes a weekly workload and SLA report, with questionable records held for review.

Demonstration using fictional data. These figures are sample outputs, not client results.

The workbook and finished report can be viewed without Python. The full package includes the script, source CSV, exception list, and instructions.

01

Keep the source intact.

Retain the original export so every included or rejected row can be traced back to its input.

02

Surface the exceptions.

Normalize team names and IDs. Flag duplicates, missing values, invalid dates, and negative hours.

03

Refresh the report.

Calculate workload and SLA performance from eligible records. Correct the source and see the workbook update.

INSIDE THE DEMONSTRATION

97 records.
10 exceptions made visible.

The sample holds 10 questionable records for review and reports on the remaining 87. Both copies of a duplicate ticket are held, so repeated rows cannot inflate the totals.

Included effort
129.0 hours
Within SLA
83.9%
Average resolution
21.7 hours

SLA: resolution hours are less than or equal to the ticket’s target hours. All performance metrics exclude records needing review.

Excel report showing 97 source records, 87 included records, 10 exceptions, and weekly performance charts.
The workbook’s Report tab. Select the image for a larger view.

Try the correction yourself.

  1. Open the workbook and filter Prepared → Disposition → Review.
  2. Find the “Unknown team” record and change its original value on Source to SUPPORT.
  3. Return to Report. Included records rise to 88 and exceptions fall to 9.
Scope, refresh, and validation

The Excel sample supports a 28-day reporting window and up to 206 input records. Paste replacement data into the existing Source area. The Python option reads a CSV and generates a separate HTML report and CSV outputs.

Workbook calculations were checked against an independent calculation and the Python output. Tests covered record additions, zero versus blank effort, duplicate IDs, SLA equality, and reporting-date boundaries. The workbook has not been tested in desktop Microsoft Excel.

This demonstration was built with AI assistance. It includes no employer data, macros, scheduled runs, source-system connections, or automatic email delivery.

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