Excel

Excel remains the final mile for a huge amount of enterprise data.

Finance close packages, regulatory submissions, migration sign-offs, reconciliations, and management reports still live in spreadsheets, even when the data originates in modern data warehouses and cloud platforms.

QuerySurge integrates directly with Excel to automate validation, reconciliation, and sign-off, without forcing teams to abandon the tools they already trust.

Why QuerySurge + Excel

Excel is flexible, familiar, and everywhere. It is also manual, fragile, and hard to audit at scale. QuerySurge closes that gap.

With QuerySurge and Excel together, teams can:

Validate spreadsheet data against source systems and target platforms automatically
Eliminate manual spot checks, VLOOKUPs, and ad-hoc formulas
Reuse validation logic across test cycles, reporting periods, and projects
Produce audit-ready evidence without rework or copy-paste

This is especially valuable for Excel-heavy use cases like financial reporting, regulatory compliance, data migration sign-off, and operational reconciliations.

How the Integration Works

Connect Excel as a data source or target
QuerySurge connects directly to Excel files, treating worksheets and ranges as testable datasets.

Define validation rules and comparisons
Use QuerySurge’s SQL-based test framework or Query Wizard to compare Excel data to databases, data warehouses, files, or other Excel workbooks.

Automate execution
Tests can be run on demand, on a schedule, or triggered by CI/CD pipelines and data refresh events.

Analyze results and exceptions
QuerySurge highlights mismatches, missing records, and rule violations at the row and column levels.

Produce audit-ready reports
Results are captured automatically with timestamps, pass/fail status, and detailed evidence suitable for internal review or external auditors.

Key Benefits

Benefit	Why It Matters
Trust Excel Outputs	Ensure spreadsheets used for decisions, reporting, and submissions are accurate and complete.
Reduce Manual Effort	Replace repetitive spreadsheet checks with reusable, automated tests.
Improve Auditability	Generate consistent, defensible validation evidence without manual documentation.
Scale Excel Validation	Validate thousands or millions of rows across multiple files and reporting periods.
Support Critical Business Workflows	Ideal for finance, risk, compliance, data migration, and BI report sign-off.
Audit-Ready Reporting	Dashboards, drill‑downs, and exportable reports for SOX, HIPAA, GDPR, and internal governance.

Where this matters most

Financial close and reconciliation
Regulatory and compliance reporting
Data migration and modernization projects
BI report validation and executive dashboards
Operational data checks owned outside IT

Bottom line

QuerySurge turns Excel from a manual checkpoint into an automated, auditable part of your enterprise data validation process, without changing how business teams work.