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Build Excel reports and dashboard

$250-750 USD

Completed
Posted almost 8 years ago

$250-750 USD

Paid on delivery
I have a raw QuickBook transaction data file which is updated monthly. I use this to produce sales reports by customer, region, item, rep, etc. I need this process automated so I don't need to rebuild it every month or week. I want to append the data file and have everything auto update. I would like dashboards for sales performance. There is also a weekly report based on customer sell-through data form one retailer that I need to have plugged into a format that updates automatically and uses dashboards.
Project ID: 10785791

About the project

42 proposals
Remote project
Active 8 yrs ago

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I can do exactly what you need. I'm a computer science professional with a PhD degree and extensive experience in Excel, macros, and VBA. I've done a lot of similar work. Please see reviews on my profile. It would be my pleasure to do your project. Please let me know the details. Please have a look at some Excel projects I've done: https://www.freelancer.com/jobs/php/Need-excel-plugin-convert-USD/ https://www.freelancer.com/jobs/Excel/Need-covert-very-large-dat/ https://www.freelancer.com/jobs/Excel-Mathematics/Convert-math-proofs-Excel-formulas/
$250 USD in 5 days
4.8 (192 reviews)
7.2
7.2
42 freelancers are bidding on average $387 USD for this job
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Hello, I’m an Excel expert and I would like to help you with your project. Please check my profile and contact me to discuss further details. Regards.
$250 USD in 5 days
5.0 (479 reviews)
8.0
8.0
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I can create an application on Excel to produce automatically sales report by any dimension. At the process, the application builds a new Excel file based on the previous one. Throughout my career, I have created dozens of financial modules, business plans, and modules for accounting, budgeting, financial reports, financial plans, and inventories reports for a range of products and services. I am a specialist in financial reports, budget, costing reports, inventories and bill of materials together with extensive knowledge and expertise in Microsoft Excel, Pivot Tables, and Visual Basic Application including preparation of generator reports showing the relevant information in dashboard and graphs. Areas of expertise: • Developing of consolidated financial statements applications, financial plans (fitted to due diligence) , feasibility studies, and measurement reporting tools for global companies • Business valuation (NPV, IRR, DCF) • Budget Development & Management • Implementation of information systems in organizations and businesses (accounting, payroll, treasury, budgeting and control, MF, ERP, Venture Capital system, CRM, etc.) • Business expansion and start-up • Served as CFO, Controller, and Chief Accountant at global parent companies • Extensive experience in accounting, consolidating, forecasting, budgeting, and costing • A systemic perspective and ability to lead financial, organizational transformation of a company
$555 USD in 10 days
4.9 (94 reviews)
7.5
7.5
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I can do it for you quickly and exactly
$277 USD in 5 days
4.9 (132 reviews)
7.2
7.2
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Hi Sir, Being highly skilled in Excel and VBA, I can develop the required Sales dashboard and develop an automated process to bring data into required format. I have done similar projects before and I can do your project with 5 to 7 days. Please discuss, Thank you, Usman
$500 USD in 5 days
5.0 (90 reviews)
7.1
7.1
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Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. They speak for themselves. Best regards
$500 USD in 5 days
5.0 (306 reviews)
7.3
7.3
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Hi there. I would be glad to help you out with this project. I have more than 6 yrs of experience working with MS-Excel. I can create a very easy to use excel dashboard that will automate the process you are doing now to generate the reports. I would appreciate if you could send me one of the reports you have done and the data so I can let you know my approach. Thanks, Daniel
$250 USD in 5 days
4.8 (92 reviews)
7.1
7.1
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Hello there, I would like to inform you that I have done more than 200 hundred report automation similar to yours here on freelancer. I can certainly create a setup, that will allow you to 'import' the files and generate the reports on demand. I have created such setups so many times that I know how exactly it should be created and what could be the challenges involved. If you could share some more detailed requirements, I would be able to suggest a setup for your purpose. Thanks and Regards, Rishi
$722 USD in 20 days
4.8 (99 reviews)
6.5
6.5
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Hello, Thank you very much for posting the job. I belong to India. I graduated from India's best university named Indian Institute of Technology (IIT). I have over 7 years of professional work experience and I have been freelancing for over 3 years. I have worked on lot of automated Excel dash boarding and VBA coding and delivered them successfully with high quality. Few of my projects are 1) Fully automated end to end business model for 3B $ healthcare company. Scope : Global Forecast for 8 products, cost modelling, product selection and prioritization, scenario analysis 2) Training Management System for an MNC. Scope : Training calender, TL can nominate his associates to relevant trainings, sends reminders, annual training summaries etc 3) BD&L model for an MNC ; Market analysis, geography analysis, opportunity analysis, SWOT, cost benefit analysis 4) Physician segmentation and Targeting ; Physicians were segmented in 3 tiers based on several factors, exhaustive call planning strategy was built with additional features like territory alignments, productive call frequency etc I delivered many more projects of high value and quality. I am confident that I can deliver your project with high quality. Looking forward for your response so that I can start working immediately Thanks and Regards.
$400 USD in 7 days
4.9 (19 reviews)
5.7
5.7
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Hi, would you like to have it via Ms Access(with Excel automation)? if so here is a my introducing: I’m an Access/VBA developer with a strong background developing a wide range of accounting, economical, statistical and mixed type projects using Ms Access, Ms Excel, VBA, ADO, SQL including projects for start-up companies and small businesses For over the last 20 years I’ve worked in a variety of industries. I have a deep passion for coding and guarantee that all of developing is 100% original. I highly value professionalism and hold myself strictly accountable to represent my client’s brand. I aim to form a long-term working relationship. In my portfolio look at the screen of "Create sales and purchases database application". You will find the similarity.... Please, let me know what is needed to secure this bid! Thank you for your consideration. Zura
$555 USD in 10 days
4.7 (36 reviews)
6.0
6.0
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Hello, I can create the Excel template for you. I will create macros and a friendly user interface that suits your needs. If you are interested please open a chat with me. Kind regards, Sorin
$250 USD in 2 days
5.0 (61 reviews)
5.5
5.5
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Hi I am a very experienced statistician and data analyst. I have completed several pHD level thesis projects involving advanced statistical analysis of data. I have worked with data from several companies and have done projects involving high level quantitative analysis and data interpretation skills to study the trends, time behaviour and compare the variables in the data. I can do advanced level analysis in SPSS, R, WEKA and excel tools like machine learning, hypothesis testing, forecasting, T-test, ANOVA, dashboards, pivot tables etc. Looking forward to discussion, Best Regards, Suyash
$750 USD in 10 days
5.0 (12 reviews)
5.2
5.2
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Hello. I'm able to create an excel document that will allow you to paste some standard data or link to your database and push a button that will run a macro that will automatically update pivot tables and charts to summarize your report. I am able to develop complex and automated Excel Spreadsheets including: - Business Modelling Design - Formulas creation - Pivot tables - Pivot charts - Access queries Integration - Visual Basic for Applications programming I specialize in provide solutions for Business Administration, Data Base management, Business Key Performance Indicators design, Supply Planning and Project Management for commercial and industrial companies. I guarantee that I'm able to bring the solution for your project, with the dedication, seriousness and professionalism that it deserves. My work will give you the confidence to initiate a long term relationship. Thank you.
$250 USD in 5 days
5.0 (10 reviews)
4.0
4.0
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I am a senior reports analyst as my job. I've been doing all kinds of reports and automation for 6 years now. If you award the project to me I can start working on it.
$333 USD in 1 day
5.0 (18 reviews)
3.8
3.8
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My mainstream is VBA and VBscript coding and API automation with user-friendly graphic interface MS Office applications (Excel, Word, Access, Sharepoint, IE,...), creating of customized Windows API applications and complex client-server (SQL) applications, smart reports, smart solutions, routine work automation, process optimization and reverse engineering. VBA REFERENCES: BeGamer Beaverton, Oregon, USA - one of the biggest game portal worldwide 2011/12 - automate and enhance partner list with IE searching AT&T US Dallas, Texas, USA - one of the biggest phone and internet provider worldwide 2012/8 - EXCEL->PPT 2013/5 - Automated Gatekeeper 2015/3 - Quality Reporting Application 2015/8 - VBA-ACCESS-Sharepoint real-time reporting tool 2016/4 - Comparison tool Air Scientific Ltd. Dublin, Ireland - air emissions monitoring 2013/01 - EXCEL->WORD Habitat for Humanity International (Innovation Proposals) Atlanta, Georgia, USA - nonprofit, Christian organization that seeks to eliminate poverty housing and homelessness from the world 2013/04 - 3D positioning in dynamic chart The Technical University of Kosice, SK
$750 USD in 10 days
5.0 (2 reviews)
3.3
3.3
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Hi My name is Ravi and I'd like to be considered for your work. I'm a VC++, Python programer with strong background in Data Scraping and Data Crawling. I have worked with similar applications in past, and am confident I can meet and exceed your expectations. I have a scraping tool that i created to leverage the Manual work without any hassle. For the past 4 Years I've developed Webscraping and Crawling utilities for various of industries Please, let me know what is needed to secure this bid! Thank you for your consideration. Ravikumar
$250 USD in 10 days
5.0 (4 reviews)
2.8
2.8
User Avatar
I can do this very well. I do my work with 100% accuracy. Please read Reviews of my previous clients. ... I am a full time freelancer and have no other job of any kind. I really want to build a serious career on this platform and its my start here so I can work for you upto 16 hours a day & 7 days a week, plus I have 24 hours electricity backup and a reliable fast internet connection. I have done Masters in Information Technology and a specialization in Web Design and Development. There is no issue of money as well you can pay little amount or can pay later if you have financial issue currently. Just Rate my work and give a Honest Review and it will be enough. +I have pretty good mastery in Excel and MS Word +Data Entry and Data Processing +Data Conversion(Image to Text, PDF to Text and Text to PDF) +Composing Books and Articles and Text Formatting +Internet Research +Lead Generation +Contacts Searching from Web +Accounts signup, login, upgrade and maintenance. +Email Handling +Ecommerce Platform Handling(Amazon, eBay, Shopify and more.) +Social Media Management +Account handling, signup, upgrade and maintenance. ***Pay ONLY IF you are 100% Completely Satisfied with work done. If you are not satisfied do not pay at all. Thanks for reading my proposal. Regards, Mubbarik Ali ________________
$250 USD in 10 days
4.7 (9 reviews)
2.5
2.5
User Avatar
Hello. I can help you with your project. If you are interested in collaboration please open a chat with me
$277 USD in 1 day
5.0 (1 review)
1.7
1.7
User Avatar
Hello, I've done this similar project before. I bet that I can do this as well this time. Let's talk and let us start this project. We can negotiate for the best possible bid. I hope to be working with you soon.
$300 USD in 5 days
5.0 (1 review)
0.4
0.4
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I would be happy to help. My current job is dashboard creation and excel automation. I look forward to working with you.
$250 USD in 4 days
0.0 (0 reviews)
0.0
0.0
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Hello, Among lots of financial modelling and accounting tools I've created exactly what you need. You can see respective items in my portfolio. The tool already includes built-in means for retrieving data from Excel files and creating standard reports. Any custom reports can be added as necessary. You will get fully scalable and adjustable model including all necessary financial projections/reports (income statement, balance sheets, cash flow statement), sales metrics and what else you need, with all figures that can be broken down by regions, customers, items etc. It's possible to provide you with free demo tool first. About me: I'm a former CFO with around 20 years experience in financial field. In this capacity, I performed plenty of non-routine tasks, including creating and maintaining sophisticated accounting systems and performing advanced financial and operation analysis. I'm absolutely passionate about creating sound financial models that reveal a way for business people to make things better. And maybe one most important thing: for me it is absolute priority to ensure my clients are invariably satisfied. You will be able rely on my life-long support, whenever you need it.
$250 USD in 5 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Seattle, United States
5.0
6
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Member since Jun 16, 2016

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