Automate Excel Workbook

Closed Posted 6 years ago Paid on delivery
Closed Paid on delivery

We export sales data from our system Propella - two reports:

1. rolling 12 month sales by customer and product category and then

2. previous 12 month sales by the same fields

This is then built into a report calculator in Excel that allows our sales reps to enter a customer account on the front sheet and it pulls that customers data into the front sheet to show performance.

Performance is last year vs this year sales, % difference and last months sales. We also have 5 types of customers (engineering, automotive, farming, hardware etc.) that are maintained in another excel sheet (fields 'customer' and 'customer type') which I use to create 'average sales by customer type' to compare a specific customer against typical spend in their class.

I want to automate as much of this as possible (best case - auto pull data from Propella and auto update of calculator) and have options to:

1. identify new customers for a reporting round that need their 'customer type' and 'customer class' adding and add that in

2. identify sales on any new product categories that are not shown in the front template and auto add category to front template

Data Entry Data Processing Excel Software Architecture Visual Basic

Project ID: #15861117

About the project

45 proposals Remote project Active 6 years ago

45 freelancers are bidding on average $1002 for this job

jaylancer43

Expert Excel Programmer on freelancer.com and have been featured by the freelancer community https://www.freelancer.com/community/articles/jay-patkar-freelancer-success-story) Relevant Skills and Experience I am an En More

$1052 NZD in 5 days
(646 Reviews)
8.3
cgullapalli

HI, I am good at excel and vba. I would like to discuss the project in details. I have reviewed the files along with the description provided. Looking forward to work on the project. -Chandra Relevant Skills and Expe More

$750 NZD in 2 days
(811 Reviews)
7.9
schoudhary1553

Greeting, I have understood your Automate Excel Workbook task and can do it with your 100% satisfaction. Please ping me for more discussion. Relevant Skills and Experience I have more than 5 years of experience in D More

$750 NZD in 12 days
(309 Reviews)
7.7
seaanddream

Hi, my name is Sevinc. I read your "Automate Excel Workbook" project descriptions carefully before bidding. I checked the attached files as well... I got what you need. Relevant Skills and Experience I am 5-star exce More

$1000 NZD in 7 days
(304 Reviews)
7.8
P0L

Hello, I’m an Excel/VBA expert and I can automate your reporting. Please check my profile and contact me to discuss further details. Regards. Stay tuned, I'm still working on this proposal.

$800 NZD in 10 days
(282 Reviews)
7.2
elqueabandona

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. Best regards Relevant Skills and Experi More

$1000 NZD in 10 days
(216 Reviews)
6.8
polarjin2017

Yes. Nice to meet you. I have good skills in automatic excel.. I have developed loan system with excel vba and macros. Relevant Skills and Experience I will never disappoint you. Proposed Milestones $1250 NZD - ` `

$1250 NZD in 20 days
(100 Reviews)
6.6
wsh2

Propella: "The power to blow any other business management package out of the water" Life is a "beach".. {smile} Highly experienced (25+years) MsEXCEL Programming and Database expert. Relevant Skills and Experience More

$1250 NZD in 20 days
(56 Reviews)
6.5
shoguna2m

Hello, I'm an Excel expert and I can do what you're asking for. To auto update and auto pull data from the software plus working on point 1 and 2. Relevant Skills and Experience I'm an industrial engineer with more th More

$1000 NZD in 15 days
(83 Reviews)
6.6
caabdul

Hi there, I am Excel vba expert accountant and can prepare complex finance tools as per requirement. Consider this job done. Thanks Relevant Skills and Experience Accounting, Excel, Visual basi More

$750 NZD in 7 days
(60 Reviews)
6.2
sergpooh

Hello, I'd like help you. Relevant Skills and Experience I have experience with Excel and VBA. Proposed Milestones $999 NZD - Completed task

$999 NZD in 10 days
(58 Reviews)
6.1
anuyadav1

i have very good experience in coding automation software. i can make this to pull data from propella and auto update calculator . i will try to make it fully automated . Relevant Skills and Experience python java aut More

$750 NZD in 7 days
(43 Reviews)
5.7
zu02

Hi, I viewed your requirement and two your Excel files, Better to make Ms Access software with Excel automation. I can provide that. Though I can code in Excel directly. Relevant Skills and Experience I'm programmin More

$1250 NZD in 20 days
(35 Reviews)
5.9
RRconsultant

Hi there, We are e techno-functional team and can help you with the requirements. Look forward to hear from you. Thanks, RRC Relevant Skills and Experience Excel Specialists Proposed Milestones $1500 NZD - Excel a More

$1500 NZD in 20 days
(44 Reviews)
6.0
khudammunir

Hi I would like to bid for this project. I posses Data Analytics, Research, Accountancy, Administration, Banking, Financial/Business Analysis & Reporting and Content Writing experience with Advance MS Excel Dashboards, More

$800 NZD in 4 days
(26 Reviews)
5.1
tiaratechies

Hello, excel is an artwork and it can be achieved by as we are a team of certified and qualified excel experts that are working on excel from more than 10 years, Relevant Skills and Experience excel Proposed Mileston More

$750 NZD in 5 days
(37 Reviews)
5.2
aubrey03

I am a process automation specialist. I specialize in Excel VBA. Feel free to contact me so we can discuss the details of this project.

$1000 NZD in 5 days
(55 Reviews)
5.1
vmadhavan15

I am not a random bidder... I hope I can do this one.. Could you please provide more details and please ping me if you are interested with my proposal and Thank you... I do not outsource the work Relevant Skills and E More

$1250 NZD in 20 days
(24 Reviews)
4.9
king18yat

. I can provide a provision for your sales people to connect with you with all data through website , Android and IOS applications as well or through a desktop application . Relevant Skills and Experience I can help y More

$750 NZD in 20 days
(5 Reviews)
4.4
KellogITSolution

Me an Ms-Excel Expert working on MS-Excel & VBA for the past 15 years. I am ready to do your work and could start right now. Relevant Skills and Experience 15+ years of experience in MS-Excel & VBA Proposed Milestone More

$750 NZD in 7 days
(23 Reviews)
4.7