Automate Excel Workbook
$750-1500 NZD
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
Project ID: #15861117
About the project
45 freelancers are bidding on average $1002 for this job
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
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
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
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
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.
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
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 - ` `
Hello, I'd like help you. Relevant Skills and Experience I have experience with Excel and VBA. Proposed Milestones $999 NZD - Completed task
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
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
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
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.
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
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