Two files.
Different totals.
Compare shipments, returns, credits, or other exports. Identify missing records, duplicate identifiers, and mismatches using agreed rules.
A reconciliation you can followPractical analytics for small teams
When your reports
don’t agree,
let’s find out why.
I help small teams reconcile spreadsheets, resolve reporting discrepancies, and build useful dashboards—so the next step is clear.
ExcelPower BIPower Automate
JM / ANALYSISFICTIONAL SAMPLE
Two reports.
A clearer picture.
A clearer picture.
Shipment exportSerial numbers shipped8 rows
Claims exportSerial numbers reported6 rows
Match. Check. Explain.
4 unique shipped units matchCount the unit once, even if it appears twice.
1 duplicate claim row1 unmatched serial
The useful part is knowing
what needs a second look.
what needs a second look.
Based on Long Island, NY. Working remotely.
Defined scope Checked numbers A clear handover
Where I can help
Less time untangling reports.
More confidence using them.
You already have information. The work is making it consistent, understandable, and useful.
Two files.
A report you keep
rebuilding.
Bring repeatable cleanup and checks into your reporting process. Make recurring exports easier to prepare and summarize.
A clearer, repeatable workflowLots of charts.
Still no clear answer.
Define what your metrics mean and build a focused Excel or Power BI report around the questions your team needs to answer.
A report with a purposeA working example
Six claim entries.
How many shipped units?
Repeated serial numbers and formatting differences can distort a simple comparison. Try the sample below to see the checks.
Illustrative demonstration · fictional recordsShipment file
8 units · sample periodSN-1001SN-1002SN-1003SN-1004SN-1005SN-1006SN-1007SN-1008
Claims file
6 entriesSN-1002SN-1004SN-1004SN-1006SN-1012" sn-1008 "
Agreed sample rules: trim spaces, compare serials without case, and count each matching shipped unit once.
Unique shipped units—
Unique units matched—
Matched claim share—
The exceptions matter, too.
| Claim row | Original serial | Checked serial | Finding |
|---|
Have two reports that should agree?
Tell me where they differThis example illustrates a method. An unmatched serial is a reason to investigate; the file alone does not establish why it is missing.
A straightforward process
A small project.
A clear way forward.
- 01 / DISCOVER
Start with the question.
Tell me which reports you use, where the process breaks down, and what you need to know.
- 02 / DEFINE
Agree on the work.
We define the inputs, matching rules or metrics, deliverables, price, and timeline before the project begins.
- 03 / HAND OVER
Understand the result.
You get the agreed output, the checks behind it, and a walkthrough of what needs attention.
A manageable starting point
Start with one
clear problem.
A focused reconciliation, a reporting repair, or a useful summary can be a sensible first project. The scope comes from your data and the question you need answered.
Larger dashboards, new source connections, and ongoing automation are quoted separately.
FOCUSED REPORTING PROJECT
From $250
Final scope and price confirmed after reviewing a sample.
- One agreed reporting problem
- A checked output with visible exceptions
- A short walkthrough and handover
- One revision within the agreed scope
The person behind the work
Hi, I’m John Mocera.
I work with operational data and reporting every day: tracing discrepancies across systems, checking what the records mean, and making information easier for colleagues to use.
My experience includes Excel, Power BI, Power Apps, and Power Automate, with a background in returns, credits, and equipment-related operations. I bring that practical perspective to focused reporting projects for small teams.
Find me on LinkedInA few practical questions
Before we start.
Do I need Power BI already?
No. We start with the reporting problem. Excel or Power Query may be enough; a Power BI report is useful when the questions and workflow call for it.
What should I send first?
A short description is enough: which reports you use, what does not agree, and what you want to understand. We can then agree on the sample information needed to scope the work.
What does the starting price cover?
The starting price applies to one focused reporting problem with an agreed deliverable. The files, complexity, revisions, source connections, and timeline are reviewed before a fixed quote is agreed.
Can you work with teams outside Long Island?
Yes. I’m based on Long Island, New York, and can work remotely. We agree on communication and delivery timing before the project begins.
Let’s look at the problem
What isn’t
adding up?
Tell me about the report, the mismatch, or the manual task you keep repeating. A few sentences are enough to start.
Email John about your projectOpens your email app. You review and send the message.
Prefer to talk?Book an introductory call